Oracle Deepens Its AI Push With Cerebras, Intel, NVIDIA and OpenAI
Oracle announced four AI partnerships spanning chips, cloud infrastructure and ChatGPT integrations, with some services live and others planned for 2027.
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Oracle announced four AI partnerships spanning chips, cloud infrastructure and ChatGPT integrations, with some services live and others planned for 2027.
Thieves are targeting data-center deliveries through compromised freight accounts and reported attacks on escorts. Industry estimates put losses above $100 million.
Arthur Hayes wants FLOP to anchor a global market for AI compute, with futures for hedging and speculation. The network and token remain in development.
Anthropic’s S-1 details up to $120.5 billion in SpaceX.AI compute spending and a minimum $114.5 billion Google commitment through July 2033.
SpaceX has closed $40 billion in debt financing for AI GPUs due in early 2027, Musk says, as he warns of a funding squeeze for smaller cloud providers.
Jensen Huang’s GTC Berlin pitch connects robot ducks, industrial AI and modular data centers, while neocloud turmoil puts the cost of financing that future in focus.
Falling neocloud shares and rising borrowing costs are testing NVIDIA’s push to finance AI infrastructure, from cloud commitments to default guarantees.
NVIDIA GTC returns to San Jose on March 15–18, 2027, covering accelerated computing, AI infrastructure, agentic systems, robotics and scientific applications.
Higgsfield has secured NVIDIA and TCV backing in a Series B extension, with undisclosed terms, as it expands AI video infrastructure and production tools.
NVIDIA’s CEO sees opportunities for physical AI in Kazakhstan’s mines and farms as the country expands compute infrastructure and explores robotaxis.
UAE investors and Coatue are reportedly leading a proposed OpenAI financing ahead of a potential IPO, with computing capacity also under discussion.
SC26 brings high-performance computing, AI research and scientific infrastructure to Chicago’s McCormick Place on November 15–20, 2026.
NVIDIA GTC Washington, D.C. runs November 30–December 3, with workshops, an AI conference and expo, and a keynote from Jensen Huang.
AWS re:Invent runs November 30–December 4, 2026, across Las Vegas, with cloud and AI sessions, technical learning and access to AWS experts.
Google Cloud is extending Confidential Bare Metal support to Nvidia GB300-based A4X Max instances, adding protection for AI models and data.