Partnership 14 min
Oracle Launches Google TPUs on Rival Cloud Infrastructure
Oracle brings Google TPU 8t and 8i systems to OCI in 2027, the first outside Google Cloud. The move weakens single-vendor control of AI compute.
Jordan Hale2 minutes ago
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AI Compute
30 articlesChips, data centers, and the trillion-dollar buildout
Compute, not capital, has become the binding constraint of the AI industry. Hyperscalers have announced over $660B in data center capex, frontier labs sign multi-year GPU leases worth tens of billions, and a single training cluster can consume the power of a small city. This hub tracks the silicon roadmaps, data center buildouts, supply chain moves, and compute economics that decide which AI companies can actually scale.
Latest in AI Compute
Partnership 14 min
Anthropic Bets $120.5B on SpaceX AI Compute Capacity
Anthropic commits up to $120.5 billion for SpaceX GPU capacity through 2029. The deal turns frontier model competition into a financing contest.
Jordan Hale2 minutes ago
Funding 15 min
SpaceX raises $40 Billion to Lock Up Nvidia GPU Supply
SpaceX confirms $40 billion in GPU financing for 2027 deliveries as AI credit tightens. The structure turns compute access into a balance-sheet contest.
Jordan Hale9 minutes ago
Funding 13 min
Salience Labs Raises $125M to Cut AI Data Center Power
Salience Labs closed a $125M Series B backed by AMD Ventures and Intel Capital to deploy optical switching chips that cut GPU networking power by 50%.
Jordan HaleOct 16, 2026
Big Tech 11 min
Microsoft Maia 300 Cuts AI Inference Cost 40 Percent
Microsoft's third-gen Maia 300 chip uses TSMC N2P and 288GB HBM4 to challenge Nvidia's grip on AI inference, targeting multi-gigawatt Azure scale.
Jordan HaleOct 15, 2026
Big Tech 12 min
Microsoft Maia 300 Beats Nvidia on AI Tokens Per Watt
Microsoft unveils Maia 300, claiming 40% more AI tokens per megawatt than Nvidia, with over 300,000 chips ordered for 2027 deployment.
Jordan HaleOct 14, 2026
Big Tech 11 min
Microsoft Maia 300 Beats Nvidia on Tokens Per Megawatt
Microsoft's Maia 300 chip delivers 40% more tokens per megawatt than leading GPUs and 7x the throughput of Maia 200, targeting full production in 2027.
Jordan HaleOct 14, 2026
Big Tech 12 min
Nvidia Loses Half China AI Market as Huawei Doubles
Nvidia's China AI chip shipments dropped 44% in H1 2026 as Huawei doubled to 572K units, raising its share from 15% to 28% of the market.
Jordan HaleOct 13, 2026
Big Tech 11 min
Intel GPU D-Series Signals Air-Cooled AI Inference Race
Intel GPU D270 launches at OCP Summit with 1.3 PFLOPS of FP8 compute and a 350-watt air-cooled design that fits existing data center infrastructure.
Jordan HaleOct 13, 2026
Big Tech 11 min
China Humanoid Robots Break Into Mass Production Phase
At Wuhan's AI Expo, China's humanoid makers hit a mass production milestone. UBTECH now ships 10,000 robots yearly while US firms scramble to match scale.
Jordan HaleOct 12, 2026
Big Tech 12 min
Nvidia Bets on Rival Chip d-Matrix to Lock In Ecosystem
Nvidia plans to invest in inference chip rival d-Matrix while pulling it into NVLink Fusion to absorb competition and cement platform dominance.
Jordan HaleOct 12, 2026
Big Tech 11 min
US Power Grid Signals End of Always-On AI Data Centers
US utilities warned Amazon its Mississippi AI data centers face disconnection during peak demand, exposing how AI power growth breaks the grid.
Jordan HaleOct 10, 2026
Big Tech 12 min
Broadcom Signals $50B in Private Credit for OpenAI Chips
Broadcom is arranging over $50 billion in private credit for OpenAI's Nexus custom chip program, with Apollo and Blackstone among lenders eyeing the deal.
Jordan HaleOct 9, 2026
Partnership 13 min
Google Builds 890MW Nuclear Fleet for AI Data Centers
Google signs a $4.3 billion, 20-year nuclear deal with Constellation for 890 megawatts as AI data center power demand surged 37% in 2025.
Jordan HaleOct 8, 2026
Model Release 11 min
Anthropic Haiku 5.5 Cuts API Pricing by 75 Percent
Anthropic's Claude Haiku 5.5 launches at $0.10 per million tokens, 75% cheaper than Haiku 4.5, with 72.4% OSWorld computer use scores.
Jordan HaleOct 8, 2026
Model Release 11 min
Mistral Large 4 Launches 1.05T Multimodal Open Model
Mistral Large 4 launches with 1.05T parameters and 1M-token context, with open weights arriving October 31 to challenge closed frontier labs.
Jordan HaleOct 7, 2026
Big Tech 12 min
AMD CEO Reveals AI Chip Shortage Will Last Three More Years
AMD CEO Lisa Su says AI chip demand outpaces global supply through 2027, with a 3-5 year planning horizon and a committed supply ramp for 2027.
Jordan HaleOct 7, 2026
Big Tech 12 min
Morgan Stanley Reveals 32GW AI Power Gap Hits Memory Chips
Morgan Stanley projects a 32GW AI data center power shortfall by 2028, with Nvidia shielded but memory and optics chip suppliers facing order delays.
Jordan HaleOct 6, 2026
Big Tech 15 min
Qualcomm Wins Huawei AI Patent Rights in 5G Accord
Qualcomm becomes a net payer to Huawei for the first time as they sign the first 5G cross-license covering AI, compute, and networking patents.
Jordan HaleOct 6, 2026
Big Tech 15 min
Vistra Raises $4.2B DOE Loan to Uprate Nuclear Power
Vistra secures a $4.2B DOE loan to uprate three nuclear plants in Ohio and Pennsylvania, adding 433MW as AI data center demand strains the grid.
Jordan HaleOct 6, 2026
Partnership 13 min
Huawei Qualcomm AI Patent Deal Signals $6.9B Truce
Huawei and Qualcomm's multi-year patent deal covering AI, 5G, and compute pushes Huawei's licensing total past $6.9B, defying US-China tech tensions.
Jordan HaleOct 5, 2026
Big Tech 12 min
CME Launches World's First GPU Compute Futures on NYMEX
CME Group and Silicon Data launch H100 and B200 GPU rental index futures on NYMEX on October 5, giving AI buyers the first regulated hedging tool.
Jordan HaleOct 4, 2026
Big Tech 11 min
Tesla Cuts Optimus Chip Memory to Scale Robot Production
Tesla cut AI5 chip RAM to 96GB and AI6 to 144GB after memory supply limits blocked Optimus robot production, with 1 million units per year targeted.
Jordan HaleOct 4, 2026
Big Tech 12 min
Tesla Cuts AI5 Chip Memory to Unlock Optimus Scale
Tesla cut AI5 memory 50% to 72GB and AI6 by 33% to 144GB, prioritizing Optimus production volume over raw compute performance in any individual unit.
Jordan HaleOct 2, 2026
M&A 11 min
AMD Bets $8.2B on Physical AI with World Labs Buyout
AMD acquires Fei-Fei Li's World Labs for $8.2 billion in an all-stock deal targeting spatial intelligence for robotics and physical AI systems.
Jordan HaleSep 30, 2026
Big Tech 12 min
AI Data Center Crunch Breaks 780 Billion Build Plans
AI data centers hit a power wall as grid shortages delay 30 to 50 percent of 2026 capacity and interconnection queues run to 10 years.
Jordan HaleSep 30, 2026
Funding 12 min
Anthropic Files IPO and Signals 518 Billion Compute Bet
Anthropic S-1 discloses $518 billion in decade-scale infrastructure commitments as it targets a $2 trillion IPO valuation after November elections.
Jordan HaleSep 30, 2026
Big Tech 12 min
Nvidia Launches Agent Safety Hardware for 120 Partners
Nvidia's Open Agent Safety Platform uses Vera CPUs and BlueField-4 DPUs to contain rogue agents in milliseconds, backed by 120 partners.
Jordan HaleSep 29, 2026
Partnership 12 min
US-UK AI Fusion Pact Signals Race for Clean Energy Compute
US and UK signed two AI fusion agreements at a London summit, linking supercomputing labs to accelerate commercial nuclear fusion and energy supply.
Jordan HaleSep 16, 2026
Big Tech 11 min
Nvidia Breaks 6% as AI Safety Debate Changes $1T Bet
Nvidia fell 3.4% and the PHLX chip index lost 5.9% on September 14 as Amodei's AI safety essay forced markets to price a possibility they'd never modeled.
Jordan HaleSep 15, 2026