OpenAI announced Frontier, an end-to-end platform that lets enterprises build, deploy and control AI agents. The open system supports agents created inside or outside OpenAI, allowing them to access external data and applications while giving companies granular oversight of permissions and actions. Early adopters such as HP, Oracle, State Farm and Uber are testing the service, which is currently limited to a small group of users with broader rollout planned. Pricing details were not disclosed. Industry analysts, including Gartner, view agent‑management platforms as critical infrastructure for AI adoption, positioning Frontier as a strategic move for OpenAI in the enterprise market. Leer más →

ASML, the Dutch photolithography specialist, posted record new orders worth 13 billion euros, more than double the previous quarter. The surge reflects strong demand from artificial‑intelligence data‑center builders, underscoring the continued momentum of the AI infrastructure boom. CEO Christophe Fouquet highlighted that customers are increasingly confident about medium‑term AI‑related demand, suggesting that the industry expects sustained growth in chip production for AI workloads. Leer más →

Meta announced a new strategic program called Meta Compute to guide its massive infrastructure investments for data centers and artificial intelligence. The rollout coincides with the appointment of former board member Dina Powell McCormick as president and vice chairman, a role that will focus on government partnerships and financing. Santosh Janardhan, head of global engineering, will oversee the top‑level initiative, while Daniel Gross will lead a new group handling long‑term capacity strategy and supplier relationships. The company also disclosed three nuclear power agreements to support its data‑center energy needs and reaffirmed its plan to spend $600 billion on AI infrastructure by 2028. Leer más →

In 2025 the artificial‑intelligence industry moved away from grandiose predictions and toward dependable, real‑world applications. While earlier years were dominated by talk of superintelligence and market bubbles, this year saw a focus on reliability, legal scrutiny of training data, and the growing cost of infrastructure. Innovations such as Google’s Veo 3 and the Wan video models demonstrated technical progress, but the broader narrative emphasized tools that work, not miracles. Leer más →

In 2025 the artificial‑intelligence sector saw unprecedented capital inflows, with major labs raising tens of billions of dollars and committing to massive infrastructure builds. Companies such as OpenAI, Anthropic, Meta, and Google poured resources into data centers, chips, and energy projects to support ever‑larger models. At the same time, the focus shifted from raw model size to productization, distribution, and monetization strategies. The year also brought heightened regulatory attention, including over 50 copyright lawsuits and public‑health concerns about AI chatbots, prompting new legislation and industry warnings. The combination of optimism and mounting challenges defined the AI landscape in 2025. Leer más →

OpenAI has named former British Chancellor George Osborne as Managing Director and Head of OpenAI for Countries, a role focused on expanding the company’s Stargate data‑center network beyond the United States. Osborne will guide government partnerships, help nations adopt OpenAI tools, and oversee the first round of collaborations with ten countries. His appointment underscores OpenAI’s strategy to deepen ties with governments and accelerate the rollout of sovereign AI infrastructure worldwide. Leer más →

OpenAI introduced its newest foundation model, GPT-5.2, positioning it as the most advanced offering for developers and professional users. The launch comes as the company faces heightened competition from Google’s Gemini 3 and internal pressure highlighted by a recent “code red” memo from CEO Sam Altman. GPT-5.2 is available in three variants—Instant, Thinking, and Pro—each tailored to speed, complex reasoning, or maximum accuracy. OpenAI emphasizes gains in coding, math, long‑context reasoning, and tool use, while also noting a surge in enterprise adoption and significant infrastructure commitments. Leer más →

Google has elevated longtime AI infrastructure architect Amin Vahdat to the newly created role of chief technologist for AI infrastructure, reporting directly to CEO Sundar Pichai. The move underscores the importance of AI compute as Alphabet plans to spend up to $93 billion on capital expenditures through 2025. Vahdat, a former professor with a PhD from UC Berkeley, has driven key projects such as the seventh‑generation TPU "Ironwood," the high‑speed Jupiter network, the Borg cluster manager, and the Axion Arm‑based CPUs. His promotion signals Google’s commitment to maintaining a competitive edge in the fast‑evolving AI hardware landscape. Leer más →

Nvidia chief executive Jensen Huang cautioned that China can construct AI data centers and even hospitals far faster than the United States, citing the country's expansive energy resources and swift construction capabilities. At the same time, a report from OpenRouter and Andreessen Horowitz shows Chinese open‑source large language models now account for roughly 30% of global AI token usage, up from just over 1% a year earlier. While Huang affirmed Nvidia’s chip technology remains ahead of China, the rapid growth of Chinese AI models and the nation’s infrastructure advantages highlight an intensifying competitive landscape. Leer más →

AI data‑center provider Lambda announced a $1.5 billion financing round led by TWG Global, the investment firm founded by Thomas Tull and Mark Walter. The capital boost follows Lambda’s recent multibillion‑dollar agreement to supply Microsoft with AI infrastructure built on tens of thousands of Nvidia GPUs. The company, which operates a network of U.S. AI data centers and competes with CoreWeave, also offers “AI factories” to hyperscaler clouds. Lambda declined to comment on its current valuation, but the raise far exceeds its prior $480 million Series D round. Leer más →

Anthropic announced a $50 billion partnership with U.K.-based Fluidstack to build custom data centers in Texas and New York, slated for completion through 2026. The facilities are designed to support the compute‑intensive Claude models and reflect Anthropic’s push for dedicated infrastructure alongside existing cloud ties with Google and Amazon. The move positions Anthropic among rivals such as Meta and the SoftBank‑OpenAI‑Oracle consortium, whose infrastructure spending dwarfs the new project. Fluidstack, a rising neocloud provider, gains a high‑profile client and further credibility in the rapidly expanding AI‑hardware market. Leer más →

Major technology firms are committing unprecedented sums to AI‑related data center projects, with Oracle, SoftBank, Meta and others pledging hundreds of billions of dollars. While the scale of funding reflects optimism about AI growth, surveys show many companies remain cautious, and industry leaders warn that physical infrastructure—especially power and space—could become a bottleneck. The juxtaposition of massive financial commitments and lingering market uncertainty highlights the complex dynamics shaping the emerging AI ecosystem. Leer más →

OpenAI announced a multi‑year agreement with Amazon to purchase $38 billion in cloud computing services. The partnership will see the company shift immediately to Amazon Web Services, with full capacity expected by the end of 2026 and the option to expand beyond 2027. The deal follows OpenAI’s recent restructuring that removed the need for Microsoft’s approval on such purchases and aligns with its broader plan to spend over $1 trillion on computing power in the next decade. Analysts note the massive spending may signal an emerging AI investment bubble. Leer más →

Brian Koo, the grandson of LG Group’s founder, and Cecilia Shen of Utopai Studios have formed a 50-50 joint venture called Utopai East with investment firm Stock Farm Road. The partnership will build AI infrastructure for movie and TV production, co‑produce Korean content, and expand Korean intellectual property to international audiences. While the venture aims to lower costs and boost efficiency, its leaders stress that AI will augment, not replace, human creators. The first AI‑enhanced project is slated for release next year. Leer más →

OpenAI announced a multi‑year cloud partnership with Amazon Web Services valued at $38 billion, ending its exclusive reliance on Microsoft’s Azure. The agreement grants AWS access to thousands of NVIDIA GB200 and GB300 GPUs for training and inference of OpenAI’s next‑generation models, with deployment slated for completion by the end of 2026 and options to extend into 2027. The move follows OpenAI’s recent corporate restructuring, which gave it the freedom to negotiate with competitors, and is expected to support millions of ChatGPT users while complementing OpenAI’s existing $12 billion annual revenue stream and its $250 billion Azure commitment. Leer más →

A recent study measuring the power usage of open‑source generative AI video tools found that creating a single AI‑generated video consumes roughly 90 watt‑hours of electricity—far more than image or text generation. The research, conducted on an Nvidia H100 GPU, showed video diffusion to be about thirty times costlier than image generation and two thousand times costlier than text generation. These findings highlight the growing energy demands of AI video models and raise concerns about transparency and sustainability as the technology scales. Leer más →

Tensormesh, a startup emerging from stealth mode, announced a $4.5 million seed round led by Laude Ventures with additional backing from angel investor Michael Franklin. The funding will accelerate the development of a commercial product built around LMCache, an open‑source utility that can slash AI inference costs by up to tenfold. Tensormesh’s approach focuses on preserving the key‑value (KV) cache across queries, a technique that boosts efficiency for chat‑driven and agentic AI systems. The company aims to offer an out‑of‑the‑box solution that eliminates the need for extensive engineering effort, positioning itself as a cost‑saving layer for GPU‑intensive workloads. Leer más →

Bilal Abu‑Ghazaleh, a former Scale AI executive, has founded 1001 AI to bring an AI‑native operating system to high‑stakes sectors such as aviation, logistics, construction and oil and gas in the Middle East and North Africa. The two‑month‑old startup raised a $9 million seed round led by CIV, General Catalyst and Lux Capital, with participation from a roster of global and regional angels. Abu‑Ghazaleh says the platform will cut inefficiencies worth more than $10 billion in the Gulf alone by automating decision‑making and orchestrating real‑time operations. Early deployments are slated for construction projects by the end of the year, with the company eyeing broader roll‑outs across the region’s megaprojects. Leer más →

NVIDIA announced the production of its first Blackwell wafer at TSMC’s Phoenix, Arizona fab, marking a major step in domestic chip manufacturing for its AI hardware. The Blackwell platform, touted as more powerful and up to 25 times more cost‑ and energy‑efficient than its predecessor, is positioned for volume production and aims to strengthen ties with major AI players while reducing exposure to tariffs and geopolitical risks. CEO Jensen Huang highlighted the significance of the milestone for U.S. semiconductor leadership and noted ongoing plans to expand U.S. manufacturing capacity and invest heavily in AI infrastructure. Leer más →

OpenAI announced a partnership with Broadcom to design and deploy custom AI accelerators. The collaboration will see OpenAI creating specialized hardware while Broadcom handles manufacturing and integration into server racks that include its Ethernet, PCIe and optical connectivity products. Both companies say the effort will improve performance and efficiency for large‑scale AI models such as ChatGPT and the new Sora 2 video generator. Executives highlighted the partnership as a step toward broader AI infrastructure that benefits businesses and consumers, reinforcing a trend of major tech firms joining forces on AI hardware. Leer más →