Tag

Compute

All articles tagged with #compute

technology12 days ago•2 min saved

Nvidia backs OpenAI's Ohio AI data center with large-scale compute

Nvidia will back OpenAI’s new Ohio data center with credit and compute, financing an initial 4.25 GW of capacity (with an option for 3.75 GW more) to come online in phases by 2028. SB Energy will build and operate the 20-year-lease facility at the PORTS-Pike Campus in Pike City, Ohio. Nvidia will invest $1.5 billion in SB Energy, while SB Energy and SoftBank will support 10 GW of power and invest at least $4.2 billion in regional grid upgrades. OpenAI estimates the project will create about 35,000 construction jobs through 2032 and 2,500 long-term roles, expanding access to high-end chips and compute for AI workloads.

via CNBC|

#compute #data-center #nvidia

technology16 days ago•21 min saved

SpaceX’s AI bet: Musk says 99% of the company’s value will come from AI within five years

Elon Musk told SpaceX staff that AI will account for about 99% of SpaceX’s value within four to five years and that AI revenue could surpass all other space revenue as soon as September. SpaceX plans to run its AI stack on NVIDIA’s Vera Rubin architecture, targeting roughly 15–20 GW of compute by 2027 (up from 1.4 GW today, with >2 GW by end-2026) and signaling sizable NVIDIA GPU orders next year. Analysts say the AI push could unlock large NVIDIA revenue; SpaceX’s AI revenue reached $2.6B in Q2, up 213% sequentially, with cloud contracts from Anthropic and Google.

via Yahoo Finance|

#ai #compute #nvidia

technology18 days ago•2 min saved

Wall Street backs Nvidia with $500B to build AI infrastructure

Nvidia said it secured about $500 billion from Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to fund AI infrastructure, including new data centers and chip-manufacturing capacity. The funding treats AI compute as a distinct asset class and will back Nvidia’s own projects as well as those built by its partners, aiming to meet soaring demand from major tech companies for AI workloads.

via BBC|

#ai-infrastructure #compute #data-centers

technology22 days ago•4 min saved

China narrows AI gap as U.S. guards frontier lead

China is narrowing the AI performance gap through cheaper, capable open models and growing adoption by Western firms, but the U.S. still dominates frontier compute, chips, and funding. The race is not settled: China is building domestic chip capacity and expanding influence in developing markets, while export controls and access to advanced compute keep the U.S. ahead on cutting-edge models and deployment scale.

via CNBC|

#ai #china #compute

technology1 month ago•22 min saved

Meta’s AI Spending Could Pay Off If It Sells Compute

Meta Platforms is pursuing a SpaceX-like playbook, committing roughly $125–$145 billion in AI infrastructure through 2026 and signaling plans to monetize compute by selling cloud capacity to third parties, with anchor deals already in motion that could generate a sizable annual run rate. Even without AI revenue, Meta’s ad business produced about $201 billion in 2025 at a ~41% margin, underpinning the stock; however, ROI concerns linger given massive capex, Reality Labs losses, depreciation outpacing capex, and regulatory risks. A successful compute pivot could unlock upside through multiple expansion if anchor tenants materialize, while failure would leave the ad business as the core driver.

via 24/7 Wall St.|

#ai #compute #infrastructure

technology2 months ago•3 min saved

Bezos-Backed Prometheus Pushes 'Physical AI' to Accelerate Invention

Bezos and Vik Bajaj's Prometheus has raised $12 billion in a new funding round (valued at about $41 billion) to build 'physical AI'—an effort to equip engineers with advanced computational tools to speed up invention, aiming for an 'artificial general engineer' that could drive broad technological breakthroughs. The round includes major institutional backers and Bezos’s own investment, with around 150 employees and a focus on large compute investments; while no specific products are announced yet, Prometheus is positioning itself for a potentially broader $100 billion portfolio fund to back related ventures.

via Ars Technica|

#bezos #compute #funding

technology2 months ago•3 min saved

Google and SpaceX Strike $920 Million-a-Month Compute Pact Ahead of IPO

Google inks a cloud deal with SpaceX to access its compute capacity, including 110,000 Nvidia GPUs, for about $920 million per month from Oct 2026 through Jun 2029, a contract that could exceed $30 billion. The agreement, tied to Google’s Gemini AI efforts and SpaceX’s expanding data-center infrastructure ahead of an IPO, includes termination rights if GPU delivery is insufficient and a 90-day notice window after Dec 31.

via PCMag|

#ai #compute #google

technology3 months ago•3 min saved

Google's Compute Lead Fuels AI Dominance Across Tech Rivals

Google’s edge stems from owning the full AI compute stack—massive data centers, millions of chips and servers, a global fiber network, and custom TPUs—that enables faster, more scalable AI delivery than competitors, a combination that has helped lift its stock and could widen the gap as compute becomes the deciding factor in AI success.

via Business Insider|

#ai #compute #data-centers

ai5 months ago•60 min saved

OpenAI ends Sora amid compute costs and fierce competition

OpenAI announced it would discontinue Sora, wind down video generation in ChatGPT, and wind down a $1 billion Disney deal to refocus compute on profitability, enterprise tools, and world-simulation robotics. The move follows Sora’s heavy compute demands, lack of clear ROI, and intensified competition from Google and Anthropic, as investors scrutinize AI bets and OpenAI eyes a potential IPO.

via The Verge|

#ai #compute #investors

technology5 months ago•21 min saved

The Agent Wave: AI's Real Demand, Not a Bubble

Not in a bubble: the rise of agentic AI—where a harness guides the model and verifies results—drives sustained, higher compute demand and shifts value to integrated AI providers. Thompson traces three inflection points (ChatGPT, o1 reasoning, Opus 4.5/Codex/Claude enabling agents) and shows how enterprise adoption (e.g., Microsoft's Copilot Cowork) will amplify productivity and compute demand, while Apple leans on licensing. The result is lasting demand and fewer people needed to unlock AI's impact, making the investment case for AI capex more durable than hype suggests.

via Stratechery by Ben Thompson|

#agents #ai #compute