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SemiAnalysis
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Vera Rubin NVL72 vs. Blackwell test on AgentX: up to 7x better token throughput per MW on a 1.6T-parameter DeepSeek model, above Huang's 3x claim for 1T-3T LLMs
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Bloomberg
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OpenAI plans to spend $30B+ on a massive new data center in Georgia, securing 3.2GW of energy, with several hundred MWs set to come online starting in 2028
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Wall Street Journal
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OpenAI strikes a multibillion-dollar, three-year deal to buy 750 MW of computing capacity from Cerebras, which Sam Altman has backed; sources: it's a $10B+ deal
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Wall Street Journal
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OpenAI strikes a multibillion-dollar agreement to buy 750 MW of computing capacity from Cerebras over three years; sources: the deal is worth more than $10B
The ChatGPT-maker is racing to secure more computing power, especially for responding to user queries
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