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Nvidia launches startup deals that trade compute power for a slice of future profits
technology9 days ago

Nvidia launches startup deals that trade compute power for a slice of future profits

Nvidia unveiled revenue-sharing agreements with fast-growing AI startups, offering token credits to power development in exchange for a share of future product and cloud revenues. Initial partners Sharon AI (up to 40,000 Nvidia GPUs) and Firmus Technologies (Batam data center targeting 170,000 GPUs and 360 MW) will provide the compute behind the program, highlighting the escalating importance of access to GPUs for AI startups.

via CNBC|
#data-center#gpus#nvidia
AI Bets Push Nvidia Away From Regular PC Gaming Upgrades
business21 days ago

AI Bets Push Nvidia Away From Regular PC Gaming Upgrades

The piece argues Nvidia is shifting away from frequent PC-gaming upgrades toward AI/data-center profitability, exemplified by a $5.4B GPU sale to Valor that funds xAI and is booked as revenue while shifting risk. It traces a long-term pattern where hardware gains have slowed and prices risen, aided by rising wafer costs and EUV/node costs, pushing upgrade cycles from years to five or more. Nvidia has leaned on software like DLSS and frame generation to simulate gains and monetize through enterprise markets, rather than delivering regular hardware leaps for gamers. The author suggests Nvidia will continue serving gaming but is unlikely to return to the old, rapid upgrade cadence, leaving room for competitors if the AI/data-center focus remains dominant.

via TechSpot|
#ai#business#dlss
SpaceX seals a colossal $920M-a-month AI compute pact with Google
technology1 month ago

SpaceX seals a colossal $920M-a-month AI compute pact with Google

SpaceX disclosed a deal with Google to lease 110,000 Nvidia GPUs and related hardware for AI workloads from Oct 2026 to Jun 2029 at $920 million per month, with capacity ramping starting Sept 2026 and a one-month grace period if not ready; either side can terminate with 90 days’ notice after Dec 31, 2026. The arrangement follows SpaceX's prior GPU rental to Anthropic and underscores its expanding AI-infrastructure push ahead of an anticipated IPO valued around $1.8 trillion, with Grok AI competing against Claude and Google's Gemini and OpenAI's ChatGPT.

via Yahoo Finance|
#ai#datacenter#google
Intel bets on a cheaper AI inference GPU to shake up data-center chips this year
technology1 month ago

Intel bets on a cheaper AI inference GPU to shake up data-center chips this year

Intel plans to ship its Crescent Island AI data-centre GPU by year-end to accelerate inference, using cheaper LPDDR5 memory and air cooling to cut cost vs Nvidia/AMD. Led by Kevork Kechichian, it marks Intel’s first major AI infrastructure push under CEO Lip-Bu Tan, with limited initial shipments after an 18-month development. The chip targets cheaper memory and cooling, aims to compete on price and power, and Intel is pursuing in-house foundry plans with potential China sales under export controls as it rebuilds its AI hardware business.

via Financial Times|
#artificial-intelligence#gpus#inference
Anthropic's $15B-a-Year Compute Pact With SpaceX Revealed in IPO Filing
business1 month ago

Anthropic's $15B-a-Year Compute Pact With SpaceX Revealed in IPO Filing

SpaceX's S-1 IPO filing shows Anthropic will pay about $1.25 billion per month (roughly $15 billion a year) to access SpaceX’s Colossus data-center GPUs through 2029, highlighting how critical compute access is for AI development. SpaceX intends to monetize its infrastructure while continuing its own xAI work, as the IPO aims to raise around $75 billion at a roughly $1.75 trillion valuation. The filing also covers SpaceX’s revenue and losses and governance provisions that grant Elon Musk outsized control.

via WIRED|
#ai#anthropic#business
Nvidia’s AI pivot leaves gamers feeling left behind
technology2 months ago

Nvidia’s AI pivot leaves gamers feeling left behind

Nvidia’s AI boom has shifted the company from a gamer-favored GPU maker to a data-center powerhouse with high margins, as memory shortages push prioritization toward AI chips and raise the possibility of 2026 being the first year without a new GeForce generation. The controversy over DLSS 5, which uses generative AI to alter in-game visuals, has sparked backlash from gamers worried about AI changing art and potentially replacing developers, even as Nvidia says gaming remains part of its roadmap and its GeForce NOW cloud service expands accessibility.

via CNBC|
#ai#dlss#gaming
Trio Charged in Scheme to Export U.S.-Made AI Chips to China via Thailand
national-security3 months ago

Trio Charged in Scheme to Export U.S.-Made AI Chips to China via Thailand

Three defendants—Hong Kong national Stanley Yi Zheng and two U.S. citizens, Matthew Kelly and Tommy Shad English—were charged with conspiring to smuggle and violate U.S. export controls by attempting to buy and ship export-controlled AI chips from a California company to China via Thailand; the scheme included a 750-server order for about $170 million, 600 chips requiring licenses, falsified end-user certifications, and chats about concealing China links, with ongoing investigations by BIS, FBI, DCIS, and HSI.

via Department of Justice (.gov)|
#ai-chips#china#conspiracy
Nvidia Glides Higher as Arm Enters AI Chip Arena with New CPU
business3 months ago

Nvidia Glides Higher as Arm Enters AI Chip Arena with New CPU

Nvidia stock rose on Wednesday even as Arm rolled out its first data-center CPU, the Arm AGI CPU, with Meta and OpenAI among the initial customers. Arm projects about $15 billion in annual CPU revenue by 2031, but its CPU isn’t a direct GPU competitor, and Nvidia’s Vera CPUs could feel pressure later. Investors are weighing Arm’s long-term potential against Nvidia’s established lead in AI accelerators, with Nvidia shares edging up in early trading.

via Barron's|
#ai-chips#arm#arm-agi-cpu
Meta’s AI GPU Deal Sparks Bullish Case for AMD
business4 months ago

Meta’s AI GPU Deal Sparks Bullish Case for AMD

AMD inked a multi-year deal with Meta to supply 6 gigawatts of GPUs across multiple generations, plus warrants vesting with shipments and Meta as a lead customer for AMD’s 6th-generation EPYC CPUs. The arrangement, echoing AMD’s OpenAI deal, expands AMD’s AI/data-center opportunities and could attract more hyperscalers, helping the stock rebound after the news. While the market reaction was mixed, Motley Fool analysts remain bullish on AMD’s long-term AI growth, though the stock isn’t currently crowned among their top picks.

via The Motley Fool|
#ai#amd#business
Nvidia Leads AI Upside, Alphabet Plays the Steady Cloud Engine
finance4 months ago

Nvidia Leads AI Upside, Alphabet Plays the Steady Cloud Engine

Nvidia still dominates AI compute with GPUs and faster growth, while Alphabet offers a niche TPU alternative and steadier, diversified cash flows from Google Cloud and other non‑AI businesses. Nvidia appears cheaper on forward earnings with higher upside, but Alphabet provides resilience and a balance of AI exposure; both are solid AI plays, with Nvidia carrying AI spending risk and Alphabet offering steadiness.

via The Motley Fool|
#ai#alphabet#finance
Nvidia–Meta Pact Signals End-to-End AI Compute Era
technology4 months ago

Nvidia–Meta Pact Signals End-to-End AI Compute Era

WIRED reports Nvidia’s expanded deal with Meta—billions in GPUs plus Grace CPUs and the broader push into standalone CPUs and low-latency AI tech—to build hyperscale data centers for training and inference, signaling a shift from pure GPU purchases to an end-to-end AI compute stack. Analysts say CPUs are growing in importance for agentic AI, though GPUs remain central for heavy workloads, with Meta planning roughly $115–$135 billion in AI infra this year.

via WIRED|
#ai#cpus#gpus