Elon Musk announced that SpaceX’s acquisition of xAI will enable the lowest‑cost AI compute to be run in space within a few years. He claimed that orbiting data centers could leverage unlimited solar power and avoid terrestrial constraints. Industry observers note that while the concept is technically possible, the engineering, launch costs, radiation protection, maintenance and regulatory hurdles make a three‑year rollout unlikely. The consensus is that space‑based AI compute remains a long‑term vision rather than an imminent reality. Leer más →

Elon Musk announced that SpaceX has acquired his artificial‑intelligence startup xAI, creating a vertically integrated venture that combines rockets, satellite networks and advanced AI. The merger aims to launch a massive constellation of data‑center satellites that could deliver AI compute at lower cost than terrestrial facilities within the next few years. The combined company is valued at over a trillion dollars, and the deal ties together Musk’s space, social media and AI ambitions while positioning SpaceX for a potential public offering later this year. Leer más →

OpenAI CEO Sam Altman and Microsoft CEO Satya Nadella say the AI industry faces a looming power shortage as demand for compute outpaces the ability to secure electricity for data centers. Both leaders note that the challenge is not a lack of chips but a shortage of ready‑to‑use power infrastructure, leading to the risk of idle hardware. They point to the rapid rise in data‑center electricity use, the limits of traditional fossil‑fuel plants, and the growing reliance on modular solar solutions, while also acknowledging the uncertain future of emerging nuclear and fusion projects. Leer más →

OpenAI announced a partnership with Broadcom to develop its own custom AI accelerator chips, aiming to diversify its compute supply and lessen reliance on Nvidia. The collaboration targets the creation of up to 10 gigawatts of bespoke AI hardware for OpenAI's data centers, with deployment slated for the second half of 2026 and completion by the end of 2029. The move follows prior multi‑gigawatt deals with AMD and Nvidia and reflects a broader industry push toward in‑house chip design to secure compute capacity for advanced models. Leer más →

OpenAI is accelerating its AI compute ambitions by teaming with Broadcom to design and deploy custom AI accelerators, targeting a rollout of 10 gigawatts of chips by 2029. The partnership adds to existing agreements with NVIDIA, AMD and Oracle, which together promise tens of gigawatts of additional capacity. CEO Sam Altman has outlined a longer‑term vision of 250 gigawatts of compute over eight years, a scale that would require multi‑trillion‑dollar financing. The combined deals signal OpenAI’s push to secure the hardware foundation needed for its next generation of models while diversifying its supply chain across several chip makers. Leer más →

AMD and OpenAI have entered a multi‑year agreement that lets OpenAI buy up to 160 million AMD shares at a nominal price while securing a substantial supply of AMD AI chips. The deal adds roughly 6 gigawatts of AMD‑based compute capacity to OpenAI’s growing AI infrastructure, complementing its existing relationships with Nvidia and its own silicon efforts. Industry sources say the partnership does not alter OpenAI’s broader compute strategy, including its work with Microsoft and Broadcom. Leer más →

OpenAI disclosed plans to stand up five new data center sites across Texas, New Mexico, Ohio and a yet‑to‑be‑announced Midwest location, partnering with Oracle and SoftBank. The effort is part of the so‑called Stargate project, which aims to deliver up to 10 gigawatts of AI compute power and involves billions of dollars in investment. Existing facilities include a site in Abilene, Texas, and collaborations with CoreWeave. CEO Sam Altman emphasized that expanding compute is essential to AI’s promise, while noting challenges such as financing, permitting and community opposition. A lawsuit from Ziff Davis over alleged copyright infringement is also highlighted. Leer más →

Oracle is reportedly preparing a $15 billion corporate bond offering that could include up to seven tranches, one of which may be a 40‑year bond. The move comes weeks after the cloud‑infrastructure giant signed a massive AI compute agreement with OpenAI valued at $300 billion and entered talks with Meta on a $20 billion deal. Oracle also announced a leadership transition, with CEO Safra Catz moving to executive vice‑chair and co‑CEOs Clay Magouyrk and Mike Sicilia taking the helm. Leer más →

Tech giants and investors are pouring massive capital into AI infrastructure, signing multi‑billion‑dollar cloud and data‑center deals to meet soaring compute demands. Microsoft, Oracle, Google, Amazon, Nvidia, and others have locked in partnerships with AI firms such as OpenAI, Anthropic, and Meta, committing billions to cloud services, GPU supply, and new data‑center construction. These agreements underline a race to secure the hardware and energy needed for next‑generation models, while also highlighting the growing influence of AI on corporate strategy and the broader technology ecosystem. Leer más →

Huawei announced a new AI infrastructure called SuperPoD Interconnect at its Huawei Connect conference, capable of linking up to 15,000 graphics cards, including its Ascend AI chips. The technology is positioned as a competitor to Nvidia's NVLink and aims to boost compute power for AI workloads. The launch follows a Chinese ban that prevents domestic tech firms from purchasing Nvidia hardware such as RTX Pro 600D servers. Leer más →

Huawei announced a new AI infrastructure called SuperPoD Interconnect at its Huawei Connect conference, capable of linking up to 15,000 graphics cards, including its Ascend AI chips. The technology is positioned as a competitor to Nvidia's NVLink and aims to boost compute power for AI workloads. The launch follows a Chinese ban that prevents domestic tech firms from purchasing Nvidia hardware such as RTX Pro 600D servers. Leer más →

Huawei announced a new AI infrastructure called SuperPoD Interconnect at its Huawei Connect conference, capable of linking up to 15,000 graphics cards, including its Ascend AI chips. The technology is positioned as a competitor to Nvidia's NVLink and aims to boost compute power for AI workloads. The launch follows a Chinese ban that prevents domestic tech firms from purchasing Nvidia hardware such as RTX Pro 600D servers. Leer más →

Huawei announced a new AI infrastructure called SuperPoD Interconnect at its Huawei Connect conference, capable of linking up to 15,000 graphics cards, including its Ascend AI chips. The technology is positioned as a competitor to Nvidia's NVLink and aims to boost compute power for AI workloads. The launch follows a Chinese ban that prevents domestic tech firms from purchasing Nvidia hardware such as RTX Pro 600D servers. Leer más →

Huawei announced a new AI infrastructure called SuperPoD Interconnect at its Huawei Connect conference, capable of linking up to 15,000 graphics cards, including its Ascend AI chips. The technology is positioned as a competitor to Nvidia's NVLink and aims to boost compute power for AI workloads. The launch follows a Chinese ban that prevents domestic tech firms from purchasing Nvidia hardware such as RTX Pro 600D servers. Leer más →