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Cisco unveils Silicon One G300 chip and router for AI data centers, aiming to improve network efficiency and compete with Broadcom and Nvidia solutions.
The Trump administration is considering exemptions for major U.S. tech firms from upcoming chip tariffs as they expand AI data center investments.
Intel said it will begin producing graphics processing units, signaling a strategic push into a market led by Nvidia and central to AI computing.
Nvidia stock fell after reports raised questions about the final amount of its planned $100 billion investment in OpenAI, despite CEO Jensen Huang reaffirming commitment.
Oracle aims to raise $50 billion via equity and debt to fund AI infrastructure and data-center growth, easing investor concerns about financing its OpenAI partnerships.
Amazon is in early discussions to invest tens of billions of dollars in OpenAI, a move that could deepen its position in the global AI race and make it the startup’s largest new backer.
Elon Musk’s SpaceX and xAI are in talks about a possible merger, according to a Reuters report. The move could consolidate Musk’s AI, satellite, and launch businesses ahead of a potential SpaceX IPO.
OpenAI has unveiled the Stargate Community plan to ensure its AI data centers do not raise local electricity costs while expanding energy infrastructure.
Microsoft outlined a community-first strategy for expanding AI data centers, promising to cover electricity costs and reduce local environmental impact. The move comes amid rising public opposition to large-scale AI infrastructure projects.
Meta has introduced a new top-level initiative, Meta Compute, to expand its AI infrastructure and energy capacity at large scale. The effort signals a long-term push to support advanced AI development and global data center growth.