All articles tagged with #ai computing
Nvidia stock climbed after SpaceX CEO Elon Musk said SpaceX will exclusively use Nvidia chips for its AI services, with SpaceX targeting over 2 gigawatts of compute this year and nearly 10 gigawatts by next year, leveraging Nvidia’s Vera Rubin-based systems for its Starmind satellite program.
Five‑month‑old Orbital has asked the FCC for permission to deploy up to 100,000 low‑Earth‑orbit data‑center satellites, each around 100 kW, to deliver about 10 gigawatts of compute power for AI, with sats at 500–850 km using optical intersatellite links, planning a scaled‑down demo and a 2028 Orbital‑1 launch as it eyes a full constellation in the coming decade, competing with Starcloud, Cowboy Space and SpaceX's Starlink while addressing manufacturing and space‑traffic challenges.
Panthalassa, a Peter Thiel–backed startup, is testing Ocean-2—self-propelled, floating data-center nodes that generate power from open-ocean waves and cool electronics with cold seawater—aiming commercial operation by 2027 as a cheaper, emission-free alternative to SpaceX’s orbital data centers, with plans for thousands of buoys in the Southern Ocean and potential on-site hydrogen production if the concept proves viable.
Apollo Global Management and Blackstone are financing a $35 billion expansion of Anthropic's AI computing capacity using Broadcom's custom chips, starting with 1 gigawatt of capacity to be deployed at Fluidstack sites mid-2026 and targeting more than 20 GW for leading AI labs by 2028 (including OpenAI); Apollo leads the initial tranche alongside Blackstone's Credit & Insurance unit, in a deal that reinforces Broadcom's AI chip push and ties Anthropic to Google-assisted capacity (about 3.5 GW) as part of a broader private‑capital funding drive to scale AI infrastructure.
Origin Quantum unveiled its fourth-generation superconducting quantum computer, the Origin Wukong-180, now online globally. The system features a single-core 180-qubit chip with about 100-qubit-level power on a single chip and is built with four independently developed subsystems, signaling a move from usable to practical quantum computing integrated with AI. The prior Wukong (72-qubit) has seen extensive use since 2024, handling around 900,000 tasks across 160+ countries, with 2025 marking China’s first overseas export of quantum power. The company also rolled out quantum AI tools like Origin Brain and QPanda3 Runtime MCP.
Anthropic will use SpaceXAI’s Colossus 1 supercomputer in Memphis, gaining access to about 220,000 Nvidia GPUs and more than 300 MW of capacity to run Claude Pro and Claude Max, as SpaceXAI pursues IPO-scale growth and orbital-compute ambitions amid ongoing cloud bottlenecks and local emissions concerns.
Elon Musk teased a rough rendering of orbiting data centers that would be longer than the ISS, powered by large solar arrays to support 100 kW of AI computing per satellite with future megawatt-scale versions, and a plan to launch up to 1 million satellites; experts warn about collision risk, light pollution, and atmosphere/astronomy interference, while SpaceX argues heat rejection in space and pursues a Terafab chip factory in Austin to supply AI hardware.
Advanced Micro Devices surged about 8.8% after Meta Platforms unveiled a multiyear, roughly $100 billion deal to secure 6 gigawatts of computing power from AMD, with first MI450 GPUs and Venice CPUs shipping in H2 2026; Meta also receives warrants for up to 160 million AMD shares, tying their success together and strengthening AMD’s AI ambitions against Nvidia as analysts raised targets and kept a Moderate Buy consensus with upside near 33%.
CoreWeave exceeded Q3 revenue estimates with $1.36 billion, driven by surging demand for AI infrastructure, securing major deals with Meta and OpenAI, and experiencing significant growth despite some strategic setbacks. The company's stock has more than doubled since its IPO, reflecting investor confidence in its expansion.
Core Scientific shareholders rejected a $9 billion all-stock merger with AI computing company CoreWeave, ending the potential deal. The rejection caused CoreWeave's shares to dip and Core Scientific's shares to rise. The deal involved providing CoreScientific with advanced mining chips from Block, but investors believed it undervalued the miner amid challenging profitability conditions in Bitcoin mining and the shift towards AI data centers.
Anthropic, an AI startup, is expanding its use of Google’s tensor processing units (TPUs) in a deal worth tens of billions of dollars, primarily benefiting Google and Broadcom, while potentially impacting Amazon's cloud business and chip design partnerships. Despite the new deal, Anthropic continues to work with Amazon and Nvidia, highlighting a complex landscape of AI hardware and cloud service collaborations.
HP has introduced the ZGX Nano G1n, a compact AI workstation powered by NVIDIA's Blackwell GB10 superchip, offering high AI performance with 1000 TOPS, unified 128 GB memory, and advanced connectivity features, set to launch this autumn.
CoreWeave, a provider of AI computing services, is gaining favor on Wall Street after securing major deals with companies like Meta and OpenAI, which alleviates previous concerns about its reliance on Microsoft and its profitability prospects. Its stock has surged 33% in September, reflecting growing confidence in its growth potential amid rising AI demand, despite ongoing debates about its profitability and valuation.
Nvidia CEO Jensen Huang predicts a tenfold increase in Europe's AI computing capacity over the next two years, with plans for over 20 large AI factories, aiming to address infrastructure gaps and boost AI development across the continent.
Nvidia's stock increased in after-hours trading despite a $10 billion revenue loss from China's H20 chip ban, with CEO Jensen Huang expressing strong optimism about the growth of AI computing and its global importance.