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 […]
data centers
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 […]
AI’s “bragawatts” era: can power grids keep up with hyperscale data centres?
AI infrastructure has entered what KKR’s digital infrastructure team recently called the “bragawatts” phase: hyperscalers and AI labs are no longer showing off model sizes […]
Trump’s Blackwell doctrine: what “no Nvidia Blackwell for other countries” really means for AI chips
President Donald Trump has said that Nvidia’s most advanced Blackwell AI chips will be reserved for the United States, telling CBS that “the most advanced, […]
Microsoft’s 60,000-GPU UAE deal turns Nvidia chips into an instrument of AI diplomacy
Microsoft is set to ship more than 60,000 of Nvidia’s most advanced AI GPUs — including GB300 Grace Blackwell parts — to the United Arab […]
Microsoft’s $9.7 billion IREN deal is a prepayment for future Nvidia GB300 capacity
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 […]
Apple’s Houston AI server plant ships early after Trump’s onshoring push
Apple has begun building and shipping American-made AI servers from its new Houston facility ahead of schedule. The move advances a plan Apple outlined earlier […]