Amazon Web Services is marking its entry into the lucrative business of providing the U.S. government with artificial intelligence and high-performance computing services via purpose-built infrastructure for which it has committed up to $50 billion in construction and equipment. The investment “will add nearly 1.3 GW of compute capacity across AWS Top Secret, AWS Secret, and AWS GovCloud (U.S.) across all classification levels,” Amazon says, adding that the commitment “expands access to AWS’s trusted infrastructure” and advances America’s AI leadership and enables U.S. agencies “to accelerate discovery and decision-making.” Continue reading AWS Earmarking $50 Billion for Government AI Infrastructure

Google is investing $40 billion to build new data centers in Texas through 2027. Google describes the project as focused on “new cloud and AI infrastructure, including new data center campuses in Armstrong and Haskell Counties,” emphasizing their energy efficiency. The investment includes the creation of a $30 million Google-backed Energy Impact Fund, and one of the Haskell County facilities will be built housed adjacent to a new solar and battery storage plant. At a Dallas-area launch event announcing the project, Alphabet and Google CEO Sundar Pichai said the initiative will create thousands of new jobs. Continue reading Google Commits $40 Billion for New AI Data Centers in Texas

San Francisco-based AI startup Anthropic, founded in 2021, announced plans to invest $50 billion in U.S. computing infrastructure, starting with the creation of data centers with Fluidstack in Texas and New York (with additional plans for future sites). Fluidstack builds and operates high-performance GPU clusters for researchers and AI teams. The new project with Anthropic is expected to create 800 permanent jobs and about 2,400 construction jobs. Sites are scheduled to come online throughout next year. “These facilities are custom built for Anthropic with a focus on maximizing efficiency for our workloads, enabling continued research and development at the frontier,” according to Anthropic. Continue reading Anthropic Plans to Invest $50 Billion in AI Data Centers in U.S.

Microsoft’s new Azure AI data center in Atlanta, Georgia — the second in its Fairwater series — is ushering in a new era of connected AI super clusters that will power what The Register calls “the 100 trillion-parameter models of the near future.” Fairwater Atlanta, which became operative in October, is part of “a new class of data center – one that doesn’t stand alone but joins a dedicated network of sites functioning as an AI superfactory to accelerate AI,” training models “on a scale that has previously been impossible,” according to Microsoft. The new purpose-built data center is connected to the tech giant’s first Fairwater site, located in Mount Pleasant, Wisconsin. Continue reading Microsoft Introduces New Era of Connected AI Super Clusters

Microsoft and Google are making big investments in European AI infrastructure, with the Seattle-based software giant spending more than $10 billion to build a data hub in Portugal, and Alphabet investing $6.35 billion on new construction and expansion of an existing complex in Germany. The moves are the latest in U.S. tech’s push for a global AI footprint. Microsoft is working with Nvidia, the UK startup Nscale and data center building specialist Start Campus. Google is bringing green initiatives to its project in Deutschland, which it estimates will bring 9,000 jobs and nearly $1.2 billion to German GDP. Continue reading Microsoft, Google Spending Heavily on European Data Hubs

Hyperscalers are gobbling up land for AI data centers and now Google is mapping out property in space. Known as Project Suncatcher, the plan is to launch solar-powered networks of orbiting Tensor Processing Units (TPUs) — Google’s custom-developed machine learning accelerator chips — connected by free-space optical links. Apparently, Google feels that deploying high-performance TPUs in space would not be that different from the satellites that relay Internet communications from orbit. A big advantage over Earth-based AI factories is proximity to the sun, which emits “more power than 100 trillion times humanity’s total electricity production,” per Google. Continue reading Google Shares Moonshot Plan to Build Data Center in Space

OpenAI has entered into a $38 billion cloud computing deal with AWS in a deal set to extend at least seven years, the hyperscaler says. The Monday news propelled Amazon stock to an all-time high of $254 per share, up 4 percent at close. After initially working exclusively with investor Microsoft for cloud services, OpenAI has negotiated expansively to meet increased demand. This year, the startup has signed with Oracle, Nvidia, AMD and Broadcom for storage and processing power as well as funding for data center construction plans of its own, here and abroad. The strategic alliance with AWS marks OpenAI’s first such arrangement with Amazon. Continue reading OpenAI Sets $38 Billion AWS Deal for Training and Inference

Increased demand for cloud computing and AI services has propelled revenue growth of 18 percent to $77.7 billion for Microsoft for its fiscal Q1, ending September 30. Net income was $27.7 billion for the quarter, an increase of 12 percent year-over-year. “Our planet-scale cloud and AI factory, together with Copilots across high value domains, is driving broad diffusion and real-world impact,” said Microsoft chairman and CEO Satya Nadella, noting “It’s why we continue to increase our investments in AI across both capital and talent to meet the massive opportunity ahead.” The news coincides with OpenAI’s next steps in becoming a for-profit company and an update in Microsoft’s stake in the AI startup. Continue reading Microsoft Market Cap Passes $4 Trillion Propelled by OpenAI

Meta Platforms shares fell by more than 7 percent despite record revenue of $51.2 billion in an adverse reaction to accelerated AI spending. Sales were up 26 percent year-over-year, but net income of $2.7 billion was far below analysts’ expectations. The company attributed the net income miss to accounting changes resulting from the One Big Beautiful Bill Act even as it advised analysts of “aggressive” capital expenditure increases to come. Meta’s 2025 capital expenditure forecast grew from the existing estimate of $66 billion to $72 billion. Most of that will be spent on data centers and researchers, Meta said, indicating 2026 capex would be “notably larger” and could reach as high as $100 billion. Continue reading Meta Reports Sales Increase, Record Revenue of $51.2 Billion

Qualcomm, which has established itself as a leading supplier of AI chips for edge devices with its Snapdragon line, is now making a major push into the data center space to challenge industry leaders such as Nvidia and AMD. The AI200 and AI250 accelerator chips are aimed at rack-scale inference systems as the debut entries in what Qualcomm describes as a multi-generation roadmap of AI inference equipment that will be updated annually. At Monday’s market close, Qualcomm stock was up by 11 percent on the news as investors saw promise of the San Diego-based firm’s expansion beyond its core mobile market. Continue reading Qualcomm Articulates Its Expansion into AI Data Center Chips

Oracle Cloud Infrastructure (OCI) will be a launch partner for the first publicly available AI supercluster powered by AMD’s upcoming Instinct MI450 Series GPUs — with an initial order of 50,000 of the chips to be deployed starting in Q3 2026 and expanding in 2027. The resulting Oracle installations will feature Instinct MI450s configured with AMD-designed CPUs in AMD’s new Helios server rack systems, positioned to compete with Nvidia’s Vera Rubin NVL144 CPX racks when both platforms are mass-released next year. Oracle is challenged to rapidly scale its data center capacity due to massive compute commitments made this year to OpenAI. Continue reading Oracle Cloud Orders 50,000 New AMD Instinct MI450 AI GPUs

OpenAI has expanded its alliance with Broadcom, announcing a plan to create enough custom AI accelerator chips to consume 10 gigawatts of power. News of the custom chip collaboration leaked out last month. Now that it is ready to go public, OpenAI says designing its own chips and systems will allow the startup to leverage directly into the hardware what it has learned from developing frontier models. The racks, scaled entirely with Ethernet and other connectivity solutions from Broadcom, will be deployed across OpenAI’s facilities and partner data centers beginning in the second half of 2026. Continue reading OpenAI & Broadcom Developing Custom AI Accelerator Chips

OpenAI has laid out plans for five new U.S. data centers to bring its Stargate AI infrastructure project to a total of 7 gigawatts of capacity within three years. The company says that puts OpenAI on track to formalize its $500 billion, 10-gigawatt plans for Stargate by the end of 2025, ahead of schedule. The disclosure follows media coverage critical of OpenAI for moving too slowly toward its goals. There is also a SoftBank-imposed deadline of January 1 to corporately restructure in a way that allows investors to more fully participate in profits or risk losing $20 billion in funding. Continue reading OpenAI’s Five New AI Data Centers to Bring Capacity to 7 GW

Nvidia is investing up to $100 billion in a partnership with OpenAI that will result in what Nvidia CEO Jensen Huang predicts will be “the biggest AI infrastructure deployment in history.” The project will use about 10 gigawatts worth of Nvidia systems — including the upcoming Vera Rubin platform — power equivalent to 4 million to 5 million GPUs. “This partnership is about building an AI infrastructure that enables AI to go from the labs into the world,” Huang said on CNBC’s “Halftime Report,” explaining the $100 billion will be invested in stages as each gigawatt is deployed. The investment will be all-cash with Nvidia receiving an undisclosed amount of OpenAI equity. Continue reading Nvidia Investing $100 Billion in OpenAI Data Center Build-Out

Nvidia is investing $5 billion in Intel via a common stock purchase at $23.28 per share, which translates to about a 4 percent stake. The companies plan to collaborate across multiple projects, developing custom data center and PC products to accelerate applications and workloads across the hyperscale, enterprise and consumer markets. Nvidia’s NVLink will be used to connect the architectures, integrating Nvidia’s GPUs with Intel’s CPU technologies. For data centers, Intel will customize x86 CPUs that Nvidia can integrate into its AI platforms. Intel also plans to build x86 SOCs that integrate Nvidia RTX GPU chiplets for PCs. Continue reading Nvidia Invests $5 Billion in Intel with Plans for AI Infrastructure