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Anthropic's $15B-a-Year Compute Pact With SpaceX Revealed in IPO Filing
business5 days 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
technology1 month 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-security2 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
business2 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
business2 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
finance3 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
technology3 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
Nvidia Poised for More Gains as AI Spending Fuels 2026 Growth
business3 months ago

Nvidia Poised for More Gains as AI Spending Fuels 2026 Growth

With hyperscalers like Amazon, Alphabet, and Meta driving a surge in AI infrastructure spend, Nvidia is set for continued growth in 2026. Despite AI-bubble concerns, the piece argues that ongoing AI improvements will sustain demand for Nvidia GPUs, and data-center capex is projected to rise from about $600B in 2025 toward $3–4T by 2030, suggesting the stock could be higher a year from now.

via The Motley Fool|
#ai-spending#business#gpus
Alphabet's AI Capex Leap Signals Nvidia Upside
business3 months ago

Alphabet's AI Capex Leap Signals Nvidia Upside

Alphabet beat Q4 estimates but warned that 2026 capex will surge to $175-185 billion to fuel AI, effectively backing the AI infrastructure boom that benefits Nvidia’s data-center GPUs; its partnership with Nvidia includes early access to the Vera Rubin platform, underscoring how hyperscalers’ AI spending sustains demand for Nvidia hardware even as stock rallies wobble. Meta’s similar capex trend also reflects the broader AI investment cycle driving Nvidia’s growth prospects.

via The Motley Fool|
#ai#alphabet#business