Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
How OpenAI scrambled for compute as Stargate stalled amid clashes with SoftBank; sources say OpenAI building its own data centers is not its near-term priority
When President Donald Trump announced the $500 billion Stargate AI data center project in January 2025, the three companies charged …
Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising
Oracle is selling $25B of bonds to help finance its AI buildout, in what is set to be the biggest high-grade US offering since Meta's $30B bond sale last year
Oracle Corp. is selling $25 billion of investment-grade bonds on Monday to help finance infrastructure that powers artificial intelligence projects …
Oracle says it plans to raise $45B to $50B in 2026 to build additional cloud infrastructure capacity, including for AMD and OpenAI, via debt and equity sales
Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in 2026 to build additional capacity for its cloud infrastructure through …
Sources: Amazon is in talks to invest $10B+ in OpenAI at a $500B+ valuation, with OpenAI using AWS Trainium; Microsoft keeps the rights to sell OpenAI's models
Amazon is in talks to invest $10 billion or more in OpenAI, according to three people familiar with the discussions.
To secure vast compute for OpenAI, Sam Altman's deal spree pits Silicon Valley giants against each other as they race to cash in, making OpenAI too big to fail
The CEO's dealmaking blitz has convinced Silicon Valley's giants to tether their fates to his company, essentially making it too big to fail
Sources: OpenAI and Nvidia are discussing structuring their new AI data center partnership so that OpenAI would lease Nvidia's AI chips instead of buying them
The Information :
A look at some uncertainties surrounding Nvidia's proposed $100B investment in OpenAI, including concerns about the agreement's circular structure
Jensen Huang seeks to ensure US chipmaker stays at the heart of new tech — Tim Bradshaw in London, George Hammond in Abilene, Texas and Stephen Morris in San Francisco
Source: Meta has signed a deal with Google, worth more than $10B over six years, to use Google Cloud's servers, storage, networking, and other services
Google has struck a major cloud computing deal with Meta Platforms, according to two people familiar with the matter.
Sources: PsiQuantum, which is building a physical quantum computer, is in the process of raising $750M+; a source says Nvidia is in advanced talks to invest
Anissa Gardizy / The Information :
Sources: Meta is in talks to build a new data center campus for AI that could cost over $200B, based on the number of chips and the amount of power for the site
Meta Platforms is in talks to build a new data center campus for its artificial intelligence endeavors that would dwarf anything …
Microsoft says it has signed a new deal with OpenAI that gives Microsoft “right of first refusal”, meaning it's no longer OpenAI's exclusive cloud provider
Microsoft was once the exclusive provider of data center infrastructure for OpenAI to train and run its AI models. No longer.
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesign...
Sources: execs at xAI rivals were alarmed by how fast Elon Musk set up the 100K GPU cluster Colossus; a source says Sam Altman argued with Microsoft over it
On a sunny day last month, a propeller plane made multiple passes in the air over a large industrial building surrounded … Bluesky: @niedermeyer.io . X: @sundeep and @anissagardizy...
Source: Amazon is discussing a second multibillion-dollar Anthropic investment, asking Anthropic to use servers with Amazon chips; Anthropic prefers Nvidia GPUs
Amazon is discussing making a second multibillion-dollar investment in OpenAI rival Anthropic, according to a person involved in the discussions.
CoreWeave told investors its signed contracts are worth $17B, including ~$10B from Microsoft for 2023 to 2030, and it expects revenue to grow 4x to $8B in 2025
much of it hinges on Microsoft, which plans to spend $10B through 2030. Nvidia + Meta are also major customers. TONS of news in this story, including how many GPUs CoreWeave will h...
Sources: Nvidia told Microsoft, and another large cloud provider, that its new Blackwell AI chips will be delayed by three months or more due to design flaws
Nvidia's upcoming artificial intelligence chips will be delayed by three months or more due to design flaws …
Sources: Nvidia told Microsoft, and another large cloud provider, that its new Blackwell AI chips will be delayed by three months or more due to design flaws
Nvidia's upcoming artificial intelligence chips will be delayed by three months or more due to design flaws …