2026-03-04
Here a pic on the @Intel Xeon 6+ (Clearwater Forest): up to 288 Darkmont E-cores via 12 Intel 18A compute tiles, stacked on 3 Intel 3 active base tiles with Foveros Direct 3D, plus EMIB for on-package tile interconnect (and 2 Intel 7 I/O tiles). Got an 18A wafer shot, too, but [image]
Tom's Hardware
Intel unveils its Xeon 6+ Clearwater Forest CPUs, its first data center CPUs built on 18A, offering up to 288 Darkmont efficiency cores, set for a 2026 release
2026-03-03
Here a pic on the @Intel Xeon 6+ (Clearwater Forest): up to 288 Darkmont E-cores via 12 Intel 18A compute tiles, stacked on 3 Intel 3 active base tiles with Foveros Direct 3D, plus EMIB for on-package tile interconnect (and 2 Intel 7 I/O tiles). Got an 18A wafer shot, too, but [image]
Tom's Hardware
Intel unveils its Xeon 6+ Clearwater Forest CPUs, its first data center CPUs built on 18A, offering up to 288 Darkmont efficiency cores, set for a 2026 release
2026-03-01
This is not an extension of the November deal. It is a fundamentally different relationship. The November 2025 agreement was straightforward. OpenAI committed $38 billion over seven years to rent NVIDIA GPU capacity on AWS. EC2 UltraServers, GB200s and GB300s, pure infrastructure-as-a-service. No equity. No product co-development. No custom silicon. It was OpenAI's first big move away from Microsoft exclusivity, and AWS was happy to take the revenue. Today's announcement is a full strategic partnership with at least six dimensions the first deal never touched...
On my Om
Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI
My word, the torrent of news keeps coming. You have hardly had time to digest the news of the $30 billion raise by Anthropic …
This is not an extension of the November deal. It is a fundamentally different relationship. The November 2025 agreement was straightforward. OpenAI committed $38 billion over seven years to rent NVIDIA GPU capacity on AWS. EC2 UltraServers, GB200s and GB300s, pure infrastructure-as-a-service. No equity. No product co-development. No custom silicon. It was OpenAI's first big move away from Microsoft exclusivity, and AWS was happy to take the revenue. Today's announcement is a full strategic partnership with at least six dimensions the first deal never touched...
About Amazon
Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS
eventuallyMakenzie Holland /CIO Dive:AWS gains enterprise edge with OpenAI partnershipReuters:OpenAI's $110 billion funding round draws investment from Amazon, Nvidia, SoftBankLuke...
2026-02-28
This is not an extension of the November deal. It is a fundamentally different relationship. The November 2025 agreement was straightforward. OpenAI committed $38 billion over seven years to rent NVIDIA GPU capacity on AWS. EC2 UltraServers, GB200s and GB300s, pure infrastructure-as-a-service. No equity. No product co-development. No custom silicon. It was OpenAI's first big move away from Microsoft exclusivity, and AWS was happy to take the revenue. Today's announcement is a full strategic partnership with at least six dimensions the first deal never touched...
On my Om
Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI
My word, the torrent of news keeps coming. You have hardly had time to digest the news of the $30 billion raise by Anthropic …
This is not an extension of the November deal. It is a fundamentally different relationship. The November 2025 agreement was straightforward. OpenAI committed $38 billion over seven years to rent NVIDIA GPU capacity on AWS. EC2 UltraServers, GB200s and GB300s, pure infrastructure-as-a-service. No equity. No product co-development. No custom silicon. It was OpenAI's first big move away from Microsoft exclusivity, and AWS was happy to take the revenue. Today's announcement is a full strategic partnership with at least six dimensions the first deal never touched...
Axios
As part of the Amazon-OpenAI deal, the companies plan a “stateful runtime environment” for AWS, letting agents carry context forward to handle ongoing projects
Ina Fried /Axios:
This is not an extension of the November deal. It is a fundamentally different relationship. The November 2025 agreement was straightforward. OpenAI committed $38 billion over seven years to rent NVIDIA GPU capacity on AWS. EC2 UltraServers, GB200s and GB300s, pure infrastructure-as-a-service. No equity. No product co-development. No custom silicon. It was OpenAI's first big move away from Microsoft exclusivity, and AWS was happy to take the revenue. Today's announcement is a full strategic partnership with at least six dimensions the first deal never touched...
About Amazon
Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS
• OpenAI models coming to Amazon Bedrock via a new Stateful Runtime Environment …Tadahiro Kaburaki:So excited about the Amazon-OpenAI announcement after all the work. Love the gre...
Dell's really cooking. [image]
Bloomberg
Dell stock closes up 22%, its biggest single-day gain since March 1, 2024, after the company gave an outlook for sales of its AI servers that exceeded estimates
Dell Technologies Inc. shares jumped the most in two years after the company gave an outlook for sales of its artificial intelligence servers …
When I first saw the $DELL numbers, I thought I was looking at the wrong company numbers. They were that big. The guide was the story as Q1 revenue at the midpoint is about 21% above consensus, meaning AI systems shipments are ramping faster than Street models assumed. ISG is
Bloomberg
Dell stock closes up 22%, its biggest single-day gain since March 1, 2024, after the company gave an outlook for sales of its AI servers that exceeded estimates
Dell Technologies Inc. shares jumped the most in two years after the company gave an outlook for sales of its artificial intelligence servers …
2026-02-27
This is not an extension of the November deal. It is a fundamentally different relationship. The November 2025 agreement was straightforward. OpenAI committed $38 billion over seven years to rent NVIDIA GPU capacity on AWS. EC2 UltraServers, GB200s and GB300s, pure
About Amazon
Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS
Amazon Web Services (AWS) and OpenAI will co-create a Stateful Runtime Environment powered by OpenAI models …
2026-02-26
I'm surprised that $NVDA isn't up big time after that masterpiece. Crushed the whisper, too.
CNBC
Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings
Kai Nicol-Schwarz /CNBC:
I'm surprised that $NVDA isn't up big time after that masterpiece. Crushed the whisper, too.
Bloomberg
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
2026-02-25
AMD $AMD and Meta $META just announced a $100B and 6-gigawatt over 5-year, multi-generation partnership to deploy custom AMD Instinct GPUs and CPUs across Meta's AI infrastructure. It was great to catch up with AMD CEO @LisaSu on this. Here is what the deal includes: •GPU: [image]
Wall Street Journal
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
2026-02-24
What a dumb sell-off. $IBM is investing in its own code conversion to modernize its customers already. Has been for years. IBM makes more money if COBOL goes away. https://www.cnbc.com/...
CNBC
IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization
International Business Machines stock is getting slammed Monday, becoming the latest perceived victim of rapidly developing AI technology …
AMD $AMD and Meta $META just announced a $100B and 6-gigawatt over 5-year, multi-generation partnership to deploy custom AMD Instinct GPUs and CPUs across Meta's AI infrastructure. It was great to catch up with AMD CEO @LisaSu on this. Here is what the deal includes: •GPU: [image]
Wall Street Journal
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
The deal could result in Meta owning as much as 10% of AMD's stock as the chip maker seeks to challenge Nvidia
2026-02-23
What a dumb sell-off. $IBM is investing in its own code conversion to modernize its customers already. Has been for years. IBM makes more money if COBOL goes away. https://www.cnbc.com/...
CNBC
IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization
2026-02-18
...Meta confirms a long-term infrastructure partnership with Spectrum-X across its footprint, Confidential Computing for WhatsApp, and Vera Rubin clusters. NVIDIA says this spans millions of Blackwell and Rubin GPUs plus Grace CPUs, with Vera CPUs targeted for large-scale deployment in 2027. Will be watching the impact (if any) on x86 share and Meta custom silicon...
Financial Times
Meta commits to buying millions of Nvidia Blackwell and Rubin GPUs in a multiyear deal; a source says Meta's in-house AI chip strategy had technical challenges
Social media group will purchase millions of chips even as it tries to develop its own AI hardware
2026-02-04
Lots of changes at $HPQ the past 3 months. Enrique today, Alex Cho in November, and Dave Shull in December.
Bloomberg
PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%
PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss …
2026-02-03
Lots of changes at $HPQ the past 3 months. Enrique today, Alex Cho in November, and Dave Shull in December.
Bloomberg
PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%
PayPal Holdings Inc. said Chief Executive Officer Alex Chriss will be replaced by HP Inc. CEO Enrique Lores after profit and revenue fell short of expectations.
2026-01-31
It's been a while since I have seen Apple publicly acknowledge that they're not entirely sure what they're going to do about an issue. There are a lot of options related to cost: -squeeze other vendors in the ecosystem -raise price -defeature -quality (won't change) -supply hub games -raising prices Not getting the memory you need at any cost opens up different scenarios like cutting lower priced SKUs.
Reuters