AI Compute

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Key PlayersNVIDIA, Microsoft, Google, AWS, CoreWeave

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NVIDIA CEO Jensen Huang's Foundation Donates $108M in CoreWeave AI Compute to Researchers

NVIDIA CEO Jensen Huang's foundation has purchased $108.3 million in AI computing capacity from CoreWeave and plans to donate it to universities and nonprofit research institutes. The donation will support science and artificial intelligence research, though it raises questions about NVIDIA's financial ties with CoreWeave amid ongoing investor scrutiny over potential circular financing.

Business2 sources

NVIDIA CEO Jensen Huang's Foundation Donates $108M in CoreWeave AI Compute to Researchers

Business2 sources

Recursive Superintelligence raises $650M to build AI systems that autonomously improve themselves

Recursive Superintelligence emerged from stealth with $650 million in funding at a $4.65 billion valuation. Founded by Richard Socher and AI leaders from Meta, Google DeepMind, and OpenAI, the startup aims to create self-improving AI that autonomously identifies its own weaknesses and redesigns itself without human involvement—a long-held goal in AI research.

Startups3 sources

Recursive Superintelligence raises $650M to build AI systems that autonomously improve themselves

Startups3 sources

Anthropic splits Claude billing into separate pools as AI agents strain subscription model

Anthropic is overhauling how Claude subscriptions handle AI agents, introducing dedicated monthly credits for programmatic usage starting June 15. Pro subscribers get $20 in credits for tools like OpenClaw, while the change signals the end of unlimited AI agent usage. The shift comes as autonomous agents consume far more tokens than human users, forcing the industry to rethink flat-rate pricing.

Technology5 sources

Anthropic splits Claude billing into separate pools as AI agents strain subscription model

Technology5 sources

TSMC raises semiconductor market forecast to $1.5 trillion by 2030 as AI demand surges

TSMC now expects the global semiconductor market to exceed $1.5 trillion by 2030, up from a previous $1 trillion estimate. The world's largest contract chipmaker attributes this 50% upward revision to surging AI silicon demand, with AI and high-performance computing projected to account for 55% of the market. The company is accelerating capacity expansion with nine new wafer fabs planned for 2026.

Business3 sources

TSMC raises semiconductor market forecast to $1.5 trillion by 2030 as AI demand surges

Business3 sources

Nebius raises capex guidance to $25B as AI infrastructure demand surges through 2027

Nebius has increased its annual capital expenditure guidance to $20-25 billion, up from $16-20 billion, as the company accelerates investments to meet surging demand for AI infrastructure. The company's quarterly capex jumped to $2.5 billion, driven by GPU procurement and data center expansion, while CEO Arkady Volozh noted multiple customers are competing for every GPU brought online.

Business2 sources

Nebius raises capex guidance to $25B as AI infrastructure demand surges through 2027

Business2 sources

NVIDIA Partners with Ineffable Intelligence to Build Next-Gen Reinforcement Learning Infrastructure

NVIDIA has announced an engineering-level collaboration with Ineffable Intelligence, the London-based AI startup founded by AlphaGo architect David Silver. Together, they're building reinforcement learning infrastructure that enables AI systems to discover new knowledge through trial and error, rather than just learning from existing human data. The partnership will leverage NVIDIA's Grace Blackwell platform and upcoming Vera Rubin system.

Technology2 sources

NVIDIA Partners with Ineffable Intelligence to Build Next-Gen Reinforcement Learning Infrastructure

Technology2 sources

Seven in 10 Americans oppose AI data centers in their communities, new Gallup poll reveals

A newly released Gallup survey shows 71% of Americans oppose data center construction in their local areas, with 48% strongly opposed. The findings reveal growing public resistance to AI infrastructure as tech giants like Amazon, Meta, Microsoft, and OpenAI rapidly expand facilities that consume massive amounts of electricity and water, raising concerns about environmental impact and quality-of-life issues.

Policy5 sources

Seven in 10 Americans oppose AI data centers in their communities, new Gallup poll reveals

Policy5 sources

Major exchanges launch futures markets for AI computing power as GPU costs become tradable asset

CME Group and Intercontinental Exchange are launching the first futures markets for AI computing power, allowing investors and tech firms to hedge against volatile GPU rental costs. CME partners with Silicon Data while ICE teams with Ornn to create cash-settled contracts based on GPU pricing indices. The move signals that compute has evolved into a major tradable asset class.

Business4 sources

Major exchanges launch futures markets for AI computing power as GPU costs become tradable asset

Business4 sources

Iran War and AI Spending Push Inflation to 3.8%, Highest Level in Three Years

U.S. inflation surged to 3.8% in April, marking the sharpest increase since 2023. The Iran war disrupted oil supplies, sending gasoline prices up 28.4% year-over-year, while AI data centers drove electricity costs higher. Supply chain disruptions and memory chip shortages tied to AI buildout are intensifying price pressures across multiple sectors.

Business2 sources

Iran War and AI Spending Push Inflation to 3.8%, Highest Level in Three Years

Business2 sources

Micron samples 256GB DDR5 memory at 9200 MT/s, targeting AI infrastructure with major efficiency gains

Micron has begun sampling its 256GB DDR5-9200 RDIMM server modules built on 1-gamma DRAM technology, offering speeds over 40% faster than current production modules. The advanced memory solution uses 3D stacking and through-silicon vias to deliver higher capacity and bandwidth while reducing power consumption by more than 40% compared to dual 128GB configurations.

Technology3 sources

Micron samples 256GB DDR5 memory at 9200 MT/s, targeting AI infrastructure with major efficiency gains

Technology3 sources

Google and SpaceX in talks to launch orbital data centers as AI compute race moves to space

Google and SpaceX are negotiating a partnership to put data centers into orbit, according to The Wall Street Journal. The potential deal comes as SpaceX prepares for its $1.75 trillion IPO, with both companies betting that space-based infrastructure will transform how AI compute is delivered within the next decade.

Technology8 sources

Google and SpaceX in talks to launch orbital data centers as AI compute race moves to space

Technology8 sources

MARA Reports $1.26 Billion Q1 Loss as Bitcoin Miner Pivots to Artificial Intelligence

MARA Holdings reported a $1.26 billion Q1 loss, more than doubling its year-ago deficit, as the Bitcoin miner sold $1.5 billion worth of BTC. The company is executing a strategic shift away from large-scale mining toward AI and high-performance computing infrastructure, acquiring a $1.5 billion power plant while cutting 15% of its workforce.

Business2 sources

MARA Reports $1.26 Billion Q1 Loss as Bitcoin Miner Pivots to Artificial Intelligence

Business2 sources

3M Joins Coalition with AMD, Cisco, Meta to Standardize Optical Connectivity for AI Infrastructure

3M has entered a multi-source agreement with major technology companies including AMD, Cisco, Meta, and Oracle to develop open specifications for expanded beam optical connectivity in AI infrastructure. The coalition aims to address reliability and maintenance challenges as AI data centers scale, with expanded beam technology eliminating dust contamination issues that slow network builds.

Technology2 sources

3M Joins Coalition with AMD, Cisco, Meta to Standardize Optical Connectivity for AI Infrastructure

Technology2 sources

NASA's next-gen space processor shows 500x performance leap in early testing for autonomous missions

NASA's High Performance Spaceflight Computing project has begun testing a radiation-hardened chip that delivers up to 500 times the performance of current spaceflight processors. Developed with Microchip Technology Inc., the system-on-a-chip will enable autonomous spacecraft to make real-time decisions on missions to the Moon, Mars, and beyond—eliminating delays from waiting for Earth-based commands.

Technology5 sources

NASA's next-gen space processor shows 500x performance leap in early testing for autonomous missions

Technology5 sources

NVIDIA and Elon Musk race to put AI data centers in space as Earth-based limits bite

NVIDIA is partnering with five space companies to build orbital AI infrastructure, while Elon Musk's SpaceXAI teams with Anthropic for multi-gigawatt space facilities. The push comes as terrestrial data centers face severe power, water, and land constraints—with some projects facing seven-year permit delays.

Technology3 sources

NVIDIA and Elon Musk race to put AI data centers in space as Earth-based limits bite

Technology3 sources

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