Amazon’s Trainium3 accelerator chip — the company’s first AI silicon built on 3nm technology — is now in general release. It comes to market with the Trainium3 UltraServer, a high-density integrated system purpose-built for large-scale GenAI model training. Trn3 UltraServers can scale to 144 Trainium3 chips, delivering up to 362 FP8 PFLOPs. The Trn3 chips are viewed as challengers to Nvidia’s AI GPUs and Google’s Tensor TPUs. But Amazon also announced it will provide enterprises with turnkey AWS AI Factories that utilize key Nvidia components and support its AI chips, allowing customers to choose or combine brands. Continue reading Amazon Rolls Out New AI Chips, UltraServers and AI Factories

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

Nvidia reported stellar results for the recent quarter, logging record revenue of $57 billion, up 62 percent year-over-year and 22 percent from Q2. “Blackwell sales are off the charts, and cloud GPUs are sold out,” Nvidia founder and CEO Jensen Huang told investors, saying “we’ve entered the virtuous cycle of AI,” with “more new foundation model makers, more AI startups across more industries, and in more countries.” The results quieted fears about an AI bubble. But there was some drama as Nvidia disclosed there is “no guarantee” of finalizing a previously announced $100 billion investment in OpenAI. Continue reading Nvidia Reports Record $57B in Revenue, $32B in Profit for Q3

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

SoftBank has cashed out of Nvidia, liquidating its stock holdings for $5.83 billion that it will reportedly use to fund what CNBC describes as “its ‘all in’ bet on ChatGPT maker OpenAI.” The sell-off was disclosed in SoftBank’s most recent earnings statement, which indicated 32.1 million Nvidia shares were sold in October. The Japanese conglomerate also said it sold part of its T-Mobile holdings for $9.17 billion. “Through those options and tools we make sure that we are ready for funding in a very safe manner,” SoftBank CFO Yoshimitsu Goto said at an investor presentation. SoftBank announced a four-to-one stock split yesterday, while Nvidia shares were down 1.7 percent on the sell-off news. Continue reading SoftBank Sells Off Nvidia Shares to Pursue OpenAI, Robotics

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

Nvidia has struck a series of deals with South Korea’s tech leaders that will result in more than 250,000 of its chips deployed across that country. Included in the frenzy of activity are Samsung Electronics, which is teaming with Nvidia to build an AI “megafactory” that will use more than 50,000 Nvidia GPUs for an intelligent manufacturing facility that will produce state-of-the-art processors that will be used in mobile devices, and robotics, among other things. Nvidia also has South Korean AI factories in the works with Hyundai and manufacturing conglomerate SK Group. The announcements were made as Nvidia CEO Jensen Huang attended the Asia-Pacific Economic Cooperation (APEC) meetings. Continue reading Nvidia Talks Up Robotics and AI Megafactory with Samsung

Every scientific supercomputer powered by Nvidia GPUs will soon be a hybrid quantum computer, CEO Jensen Huang said during last week’s Nvidia GTC conference as he unveiled a quantum compute accelerator called NVQLink that connects “quantum and classical supercomputers — uniting them into a single, coherent system that marks the onset of the quantum-GPU computing era.” Accessible through Nvidia’s CUDA-Q software, NVQLink can create and test applications that draw on CPUs and GPUs alongside QPUs, “helping ready the industry for the hybrid quantum-classical supercomputers of the future.” At the conference, Huang also announced a Nokia partnership that will deliver AI-native 6G using new Nvidia tech. Continue reading Nvidia Unveils Quantum Accelerator, $1 Billion Nokia 6G Deal

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