NVIDIA at CES 2026: Vera Rubin Dominates the Keynote Address
CES keynotes can be a parade of logos and vibes. NVIDIA’s CES 2026 keynote still had plenty of AI buzzwords, but the useful part was […]
AI infrastructure
NVIDIA is winning now, but is it already peaking?
Nvidia is on top of the AI world right now. It owns the accelerator market, prints margins that would make a drug cartel blush, and […]
OpenAI’s $38B AWS Deal Is About GPU Leverage, Not Discounts
OpenAI just signed a seven year, $38 billion capacity deal with AWS. Ignore the cheerleading. This is not about a better price on instances. It […]
OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardware
OpenAI has asked the US government to widen a key Chips Act style tax credit so it does not just apply to semiconductor plants, but […]
Microsoft outlines a post OpenAI AI strategy, but the partnership still matters
The Wall Street Journal reports that Microsoft has started to spell out a long term AI strategy that does not depend on OpenAI at the […]
OpenAI CFO Sarah Friar rejects government backstop as AI capex expectations explode
OpenAI’s chief financial officer Sarah Friar has tried to shut down one of the most politically sensitive ideas around frontier AI – that the company […]
Meta’s $27B Hyperion JV: Blue Owl bankrolls AI megacenter, Meta rents it back
Meta just rewired how hyperscalers pay for compute. The company formed a $27 billion joint venture with funds managed by Blue Owl Capital to develop […]