AI Compute

Twitter

Facebook

Copy Link

Key Facts

Key PlayersNVIDIA, Microsoft, Google, AWS, CoreWeave

Top News

Anthropic's CEO pitched safety and no jerks ahead of its trillion-dollar debut

Anthropic's IPO prices at $70 to $78 a share this week. Days before, CEO Dario Amodei pitched investors on safety, culture and tenfold revenue growth.

Business3 sources

Anthropic's CEO pitched safety and no jerks ahead of its trillion-dollar debut

Business3 sources

Kansas picked a governor who ran against data centers

Democrat Cindy Holscher won the Kansas governor's race on a data-center moratorium platform. She took the position against her party's initial advice and lost union backing over it.

Policy3 sources

Kansas picked a governor who ran against data centers

Policy3 sources

Karnataka weighs compute subsidies and funding help for women-led startups after founder feedback

Karnataka is weighing compute subsidies, funding and market links for women-led startups after founder feedback at a Bengaluru mixer. Nothing has been approved.

Startups2 sources

Karnataka weighs compute subsidies and funding help for women-led startups after founder feedback

Startups2 sources

SMIC says the AI chip shortage runs through 2027, and its own costs show why

The AI chip shortage lasts through 2027, says the co-CEO of China's biggest contract chipmaker. He also pushed back on bubble fears as the company's costs climb.

Business3 sources

SMIC says the AI chip shortage runs through 2027, and its own costs show why

Business3 sources

Nebius shares slide as data centre delays push revenue into 2027

Nebius cut its 2026 revenue outlook because third-party data centre capacity will arrive late. Shares fell sharply even as the company reported a 571% revenue surge and bigger spending plans.

Business2 sources

Nebius shares slide as data centre delays push revenue into 2027

Business2 sources

The world's public wealth funds are becoming AI's direct owners

Sovereign wealth funds are projected to grow nearly 50% by 2030, and they are increasingly buying and running AI infrastructure themselves. Retirement savers are exposed too.

Business2 sources

The world's public wealth funds are becoming AI's direct owners

Business2 sources

Jensen Huang resigns, ending more than three decades at Nvidia

Jensen Huang's 33-year run running Nvidia ended Thursday after revelations of affairs, one with a woman US officials believe was a Chinese intelligence asset. The stock's worst five-day drop since the company went public followed, and Congress wants testimony.

Business59 sources

Jensen Huang resigns, ending more than three decades at Nvidia

Business59 sources

SpaceX's $74 billion AI bet lands just as Texas elects a data-center skeptic

SpaceX will spend more than $74 billion on two AI supercomputing campuses, funded by an AI business that now earns most of its revenue. The projects face Dec. 9 votes and a political climate souring on data centers.

Business9 sources

SpaceX's $74 billion AI bet lands just as Texas elects a data-center skeptic

Business9 sources

Clean Max plans $5.3 billion of clean energy in Andhra Pradesh, and AI is the customer

Clean Max has pledged nearly $5.3 billion of clean energy in Andhra Pradesh to power a 2 GW AI computing facility anchored by Blackstone-backed Neysa.

Business3 sources

Clean Max plans $5.3 billion of clean energy in Andhra Pradesh, and AI is the customer

Business3 sources

Datacenters are outgrowing the US grid, and the workarounds are slow

US datacenter power demand is growing ten times faster than the grid can expand, per Howden. AI companies are turning to gas turbines and nuclear reactors, but those fixes carry their own costs and delays.

Business2 sources

Datacenters are outgrowing the US grid, and the workarounds are slow

Business2 sources

AMD plans equity investment in quantum computing firm PsiQuantum

Advanced Micro Devices announced an equity investment in quantum computing partner PsiQuantum alongside an expanded infrastructure deal. The amount was not disclosed.

Business4 sources

AMD plans equity investment in quantum computing firm PsiQuantum

Business4 sources

Anthropic's IPO is a bet that growth outruns $900 billion in spending

Anthropic's IPO this week pairs a first adjusted profit with $900 billion in future spending commitments and a net loss of more than $104 billion under standard accounting rules. The frontier AI lab is expected to price Nov. 18 at $70 to $78 a share.

Business2 sources

Anthropic's IPO is a bet that growth outruns $900 billion in spending

Business2 sources

Lenovo Unveils AI HPC Servers With AMD EPYC Processors and Liquid Cooling Technology

Lenovo has launched a new range of AI infrastructure and high-performance computing workloads servers powered by AMD's 6th Generation EPYC 9006 SP7 processors. The portfolio includes liquid-cooled servers like the ThinkSystem SC755 that removes up to 100% system heat through water cooling, delivering up to 40% higher sustained performance than air-cooled systems.

Technology2 sources

Lenovo Unveils AI HPC Servers With AMD EPYC Processors and Liquid Cooling Technology

Technology2 sources

Anthropic signals end to $120.5B SpaceX AI compute deal by Q2 2027, Musk says he'll take it back

Anthropic executives told sell-side analysts the company won't extend its massive AI compute deal with SpaceX beyond mid-2027. The partnership currently pays SpaceX $3.1 billion monthly for computing capacity. Elon Musk responded dismissively, stating SpaceX would gladly reclaim the compute and predicting the opposite outcome.

Business2 sources

Anthropic signals end to $120.5B SpaceX AI compute deal by Q2 2027, Musk says he'll take it back

Business2 sources

SpaceX Seeks Approval for $24 Billion Gas-Powered AI Supercomputer in Starbase Texas

SpaceX has filed for regulatory approval to build a massive $24 billion AI computing complex in Starbase Texas, powered by 35 natural gas turbines generating 748 megawatts. The project faces potential regulatory hurdles from incoming governor Gina Hinojosa, who campaigned on restricting data center approvals until stronger protections are enacted.

Business2 sources

SpaceX Seeks Approval for $24 Billion Gas-Powered AI Supercomputer in Starbase Texas

Business2 sources

Prev12 3 4…105 Next