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capex

Illustration showing a grid of servers with the text No government backstop. AI capex stays private on the left, and a simplified government building icon on the right, separated by a faint boundary.

OpenAI CFO Sarah Friar rejects government backstop as AI capex expectations explode

November 6, 2025 Gavin Bonshor 0

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 […]

Logos of Microsoft, Iren, and Nvidia are displayed in front of a glowing AI text, with a digital circuit board background—hinting at technology, artificial intelligence themes, and the recent Microsoft IREN deal featuring Nvidia GB300.

Microsoft’s $9.7 billion IREN deal is a prepayment for future Nvidia GB300 capacity

November 3, 2025 Gavin Bonshor 0

Microsoft has signed a five-year, $9.7 billion contract with Australian data-center operator IREN to secure access to Nvidia’s next-gen GB300 accelerators and associated infrastructure at IREN’s […]

Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishIntel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishNovember 12, 2025Gavin Bonshor
AI PC Reality Check: NPU, CPU, GPUAI PC Reality Check: NPU, CPU, GPUNovember 12, 2025Gavin Bonshor
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Best Motherboards 2025: AM5 & Intel Picks with Strong VRM, PCIe Mapping, and USB4Best Motherboards 2025: AM5 & Intel Picks with Strong VRM, PCIe Mapping, and USB4October 16, 2025Gavin Bonshor
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OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareOpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareNovember 7, 2025Gavin Bonshor
Which GPU Should You Buy? The 2025 Mega Guide to Shaders, VRAM, Bandwidth & Real-World PerformanceWhich GPU Should You Buy? The 2025 Mega Guide to Shaders, VRAM, Bandwidth & Real-World PerformanceSeptember 22, 2025Gavin Bonshor

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