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Anthropic Hires Google Chip Veteran Amir Salek to Lead Custom AI Chips Development

Anthropic has recruited Amir Salek, founder of Google's Tensor Processing Unit program, to spearhead its push into hardware as the AI lab builds an in-house semiconductor initiative. The Claude platform maker is securing massive chip deals, including a $250 million commitment to UK startup Fractile, while competing with OpenAI in the race for custom silicon.

Business2 sources

Anthropic Hires Google Chip Veteran Amir Salek to Lead Custom AI Chips Development

Business2 sources

Swiss National Bank warns AI may increase inflation short-term despite productivity gains

Swiss National Bank governing board member Petra Tschudin cautioned that artificial intelligence could push up inflation in the near term due to supply chain disruptions and chip shortages, even as the technology promises long-term productivity gains. Her warning aligns with recent IMF research questioning AI's deflationary potential.

Business2 sources

Swiss National Bank warns AI may increase inflation short-term despite productivity gains

Business2 sources

Nvidia Invests in Cloverleaf Infrastructure to Secure AI Data Center Pipeline

Nvidia has taken a minority investment in Cloverleaf Infrastructure, a data center developer founded in 2024. The partnership addresses critical infrastructure bottlenecks threatening AI expansion by securing power, cooling and computing resources for next-generation facilities across the United States.

Business6 sources

Nvidia Invests in Cloverleaf Infrastructure to Secure AI Data Center Pipeline

Business6 sources

Nvidia Commits $7bn to Poolside in Strategic AI Model Development Deal

Nvidia is paying Poolside $6bn to license its Model Factory software and hiring 109 employees, while investing another $1bn at a $12bn valuation. This marks Nvidia's third deal using this structure, following similar arrangements with Groq and Enfabrica, as the GPU giant builds its open AI models ecosystem.

Business3 sources

Nvidia Commits $7bn to Poolside in Strategic AI Model Development Deal

Business3 sources

AI and Power Systems Are Rewriting Grid Infrastructure Rules as Energy Demand Surges

AI energy consumption from data centers could double by 2030, yet existing grids already overproduce power with 50% sitting idle most hours. New approaches show AI entering operational core of power systems while simultaneously solving the energy challenges it creates through capacity mining and intelligent grid optimization.

Technology2 sources

AI and Power Systems Are Rewriting Grid Infrastructure Rules as Energy Demand Surges

Technology2 sources

Micron CEO: AI Has Totally Changed the Boom-and-Bust Memory Industry

Micron Technology CEO Sanjay Mehrotra says AI has fundamentally transformed the memory industry's traditional boom-and-bust cycles. Data-center customers currently demand 50% more supply than Micron can produce, driving a $250 billion U.S. manufacturing expansion in Boise, Idaho.

Business2 sources

Micron CEO: AI Has Totally Changed the Boom-and-Bust Memory Industry

Business2 sources

Brazil Invests $444M in Dual AI Supercomputers, Balancing US and Chinese Partnerships

Brazil announced 2.3 billion reais ($444 million) for two separate AI supercomputer projects—one with China's Huawei and iFlytek worth $251 million, another expected for Nvidia at $193 million. The split strategy reflects Brazil's push for strategic autonomy and national data sovereignty while navigating geopolitical tensions between major powers.

Technology2 sources

Brazil Invests $444M in Dual AI Supercomputers, Balancing US and Chinese Partnerships

Technology2 sources

Anthropic IPO Aims to Surpass SpaceX, Lists Public AI Backlash as Major Risk Factor

Anthropic is preparing for a blockbuster IPO that could raise over $100 billion and value the AI company at $2 trillion. The offering would surpass SpaceX IPO as the largest public offering in history. Uniquely, Anthropic's prospectus will cite public backlash against AI and AI data centers as a key risk factor.

Business10 sources

Anthropic IPO Aims to Surpass SpaceX, Lists Public AI Backlash as Major Risk Factor

Business10 sources

CoreWeave Signs Multi-Year AI Cloud Services Deal with Hudson River Trading

CoreWeave secured a multi-year agreement with quantitative trading firm Hudson River Trading to power AI-driven trading research and model development. The deal leverages NVIDIA GPU systems including Vera Rubin NVL72 and HGX B200, with Spectrum-X Ethernet networking minimizing latency between on-premises and cloud environments.

Technology2 sources

CoreWeave Signs Multi-Year AI Cloud Services Deal with Hudson River Trading

Technology2 sources

Micron Technology commits $10 billion to AI memory research lab as demand surges 50%

Micron Technology unveiled a $10 billion investment in Micron Research Labs, a dedicated AI memory research hub in Boise, Idaho. CEO Sanjay Mehrotra argues AI has fundamentally changed memory economics, with data center customers demanding 50% more supply than the company can deliver.

Business8 sources

Micron Technology commits $10 billion to AI memory research lab as demand surges 50%

Business8 sources

British AI chip startup Fractile's valuation soars to $6.5bn after securing Anthropic deal

Fractile, a British AI chip startup, is raising $600mn at a $6.5bn pre-money valuation—more than six times its May price. The leap follows an initial $250mn chip deal with Anthropic, though delivery won't happen until 2027. The startup focuses on AI inference tasks, competing in a market dominated by Nvidia.

Startups3 sources

British AI chip startup Fractile's valuation soars to $6.5bn after securing Anthropic deal

Startups3 sources

India's AI Ecosystem Faces Talent Shortages and Data Hurdles Despite Rapid Growth

A new study by The Dialogue surveyed 308 stakeholders and found that talent availability and data standardization are the primary barriers constraining India's AI ecosystem. Despite 96.2% of AI developers relying on open-source AI tools, structural deficits in skilled workforce and data usability threaten to slow the sector's rapid expansion.

Policy2 sources

India's AI Ecosystem Faces Talent Shortages and Data Hurdles Despite Rapid Growth

Policy2 sources

SanDisk Shares Soar 3,400% in One Year as AI Demand Fuels Flash Memory Rally

SanDisk has emerged as one of the biggest winners in the AI trade with shares up 3,400% in one year. The rally is driven by surging demand for flash memory in AI data centers and enterprise storage. JPMorgan reinstated coverage with a $2,250 price target, citing the company's new contract-based business model and AI inference workloads.

Business2 sources

SanDisk Shares Soar 3,400% in One Year as AI Demand Fuels Flash Memory Rally

Business2 sources

AI Data Center Boom Drives Massive Factory Expansions Across US Manufacturing

The AI data center boom is transforming US manufacturing as companies like Generac invest $250 million in new factories while Caterpillar's engine sales surpass construction equipment revenue for the first time. The surge is creating thousands of jobs and pushing manufacturing output to its highest level since 2021-22.

Business2 sources

AI Data Center Boom Drives Massive Factory Expansions Across US Manufacturing

Business2 sources

China builds massive AI data centers in rural regions to fuel computing power race

China is rapidly expanding AI data centers in rural provinces like Guizhou and Inner Mongolia under its Eastern Data Western Computing strategy. Nearly 100 facilities have opened in Ulanqab since 2016, with companies pledging 12.5 gigawatts of capacity. While leveraging cheap renewable energy and cool climates, questions emerge about local economic benefits and environmental challenges.

Business4 sources

China builds massive AI data centers in rural regions to fuel computing power race

Business4 sources

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