K Nvidia

A look at Central Asia's emerging data center race, led by Uzbekistan's 6MW TAS-1 due by year-end and Kazakhstan's 125MW facility with 100K Nvidia chips by 2027

Sources: Moonshot has a computing power agreement with Alibaba for the use of ~20K Nvidia chips; some say the deal is for H200 chips, which Alibaba denies

Sources: Moonshot has a computing power agreement with Alibaba for the use of ~20K Nvidia chips; some say the deal is for H200 chips, which Alibaba denies

Microsoft agrees to rent 30K Nvidia Vera Rubin chips from Nscale at a Narvik, Norway site that was initially intended for OpenAI, which marketed it for Stargate

Sources: the US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than 50% of what some want; AMD's MI325 would also count toward the cap

Sources: US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than half of what some want to buy; AMD MI325 chips also count toward a cap

AI startup Crusoe secures $11.6B in debt and equity to expand a Texas data center it is building for OpenAI, set to open in 2026 and host up to 400K Nvidia GPUs

The eight-building Texas project is a central piece of OpenAI's efforts to reduce its reliance on Microsoft for computing power

Sources: Elon Musk's xAI plans to debut a consumer app as soon as December; the startup built its Colossus data center, which uses 100K Nvidia GPUs, in 122 days

The Tesla CEO is racing to make xAI, which launched after its competitors, the world's most advanced AI company

A look at the rise of super clusters, which use ~100K Nvidia GPUs for training giant AI models, and the new engineering challenges arising from large clusters

Asa Fitch / Wall Street Journal :

A profile of Indian startup Yotta Data Services, which plans to buy ~20K Nvidia H100 chips by June 2024 to offer computing power to Indian companies to build AI

Saritha Rai / Bloomberg :