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

Microsoft is in the final phases of building the $3.3 billion Wisconsin facility it says will be the most powerful AI data center in the world when it comes online in early 2026 to train the next decade of artificial intelligence models. The software giant has already begun staffing the operation and is already planning further expansion, with another $4 billion to be spent in the next three years to build a second data center of similar size and scale — bringing the total investment in Wisconsin to more than $7 billion. Located in Mount Pleasant, the nearly completed facility will be the first in what Microsoft is calling its Fairwater family of hyperscale data centers. Continue reading Microsoft Details $7 Billion Future of Wisconsin AI Data Center

In one of the largest cloud computing deals ever, OpenAI has contracted with Oracle for $300 billion in processing power over five years starting in 2027. Oracle has committed to 4.5 gigawatts of capacity. A typical nuclear plant caps at 1 gigawatt of output generated at any given instant. The deal involves risk for both companies. OpenAI’s annual revenue of about $10 billion is far short of the amount needed to cover this tab. Oracle’s exposure comes with depending on a small number of large customers for so much revenue and the expense of expanding infrastructure to fulfill the obligation. Continue reading OpenAI Signs $300 Billion Cloud Computing Deal with Oracle

AI infrastructure company Nebius Group NV has entered into a $17.4 billion deal to provide dedicated compute power to Microsoft from a new data center in Vineland, New Jersey. The five-year agreement could be worth up to $19.4 billion with additional capacity and services. The news sent Nebius shares surging by 49 percent on the Nasdaq composite, underscoring how the rapidly growing demand for AI support can influence the fate of companies. The deal added $1 billion to the value of Nebius founder Arkady Volozh’s stake. The Russian expatriate founded that country’s equivalent of Google. Continue reading Microsoft Contracts with Nebius for $17.4 Billion in AI Capacity

Nvidia has designed a new class of GPU for massive-context inference, the Rubin CPX, due in late 2026. Purpose-built to speed the million-token applications used to generate video and create software, the Rubin CPX functions as a specialty accelerator, working in concert with Nvidia Vera CPUs and Rubin GPUs packaged inside the upcoming Vera Rubin NVL144 CPX rack platform. “The Vera Rubin platform will mark another leap in the frontier of AI computing,” revolutionizing massive-context AI just as RTX did graphics and physical AI, said Nvidia CEO Jensen Huang. Continue reading Nvidia Says Rubin CPX Inference Accelerator Coming in 2026

OpenAI is said to be in talks with Broadcom about developing custom AI inference chips to run its models. On an earnings call last week, Broadcom disclosed that an AI developer had placed a $10 billion order for AI server racks using its chips. That new customer was reported to be OpenAI, which has relied primarily on hotly sought-after Nvidia GPUs for model training and deployment. Broadcom specializes in XPUs — accelerator chips designed for specific uses, like inference for ChatGPT. OpenAI CEO Sam Altman has publicly complained that a shortage of chips has impeded the company’s ability to get new models and products to market. Continue reading OpenAI Reportedly Turning to Broadcom for Custom AI Chips

Two new Google infrastructure projects will benefit from a nearly $20 billion Alphabet cash infusion. Reported in recent weeks: a $9 billion cloud and AI server facility expansion in Virginia and $9 billion to be spent on new construction and an existing plant upgrade in Oklahoma. Google has also committed $1 billion to AI training and support from the community college to university levels in both states. Such ambitions do not stop at U.S. shores. AWS has earmarked $4.4 billion to construct and operate cloud centers in New Zealand while OpenAI seeks investors for an India build-out. Continue reading Google, AWS Rack Up $23 Billion in New Data Center Growth

OpenAI and Anthropic — rivals in the AI space who guard their proprietary systems — joined forces for a misalignment evaluation, safety testing each other’s models to identify when and how they fall short of human values. Among the findings: reasoning models including Anthropic’s Claude Opus 4 and Sonnet 4, and OpenAI’s o3 and o4-mini resist jailbreaks, while conversational models like GPT-4.1 were susceptible to prompts or techniques intended to bypass safety protocols. Although the test results were unveiled as users complain chatbots have become overly sycophantic, the tests were “primarily interested in understanding model propensities for harmful action,” per OpenAI. Continue reading Anthropic and OpenAI Report Findings of Joint AI Safety Tests

Meta Platforms has agreed to a six-year deal with Google Cloud valued at $10 billion as part of its push into artificial intelligence. Use of Google Cloud data centers are expected to help the social media giant bring leading-edge AI tools to market more quickly. This is the first agreement between Google Cloud and Meta, which continues to work with the number one and two global cloud providers by market share, Amazon Web Services (30 percent) and Microsoft Azure (20 percent). Third-place Google has been aggressively pursuing big cloud contracts as it seeks to grow its 13 percent share. Continue reading Meta Secures $10 Billion Deal with Google Cloud for AI Efforts

OpenAI has reportedly secured another $8.3 billion in funding, for a valuation of $300 billion. The new investment is a major coup for the firm, coming months ahead of schedule in its plan to secure $40 billion in funding by the end of the year. The company previously secured a $30 billion commitment from SoftBank if certain goals are achieved by the start of 2026. The funding news comes as ChatGPT is close to reaching 700 million weekly active users, including a significant jump in new users over the last several months. The company has also experienced an increase in paying subscribers as more enterprises and educators turn to AI. Continue reading OpenAI Raises $8.3B as ChatGPT Nears 700M Weekly Users

Amazon Q2 earnings outperformed analyst expectations, but a strong performance wasn’t enough to quell market fears in light of a gloomy forecast and Amazon Web Services growth seen as anemic, at +17.5 percent, which was slower than the expansion of its competitors Microsoft Azure (+39 percent) and Google Cloud (+32 percent). Amazon’s Q2 profit was $18.2 billion, up nearly 30 percent on revenue of $167.7 billion, a 13 percent gain year-over-year. Advertising income of $15.7 billion was almost $1 billion more than StreetAccount’s estimate of $14.9 billion. But for the current quarter, Amazon estimated operating income between $15.5 billion and $20.5 billion. Continue reading Amazon Profit Is Up 30 Percent, but Forecast Spooks Market