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Google plans to invest up to $40 billion in Anthropic while expanding cloud and chip support. The deal underscores the growing importance of compute capacity in the AI race.
Strong CPU demand in Intel’s earnings report has lifted chip stocks, with AMD surging on expectations of broader AI-driven growth. Analysts say CPUs are becoming critical again.
Meta will deploy tens of millions of AWS Graviton cores to power its next generation of AI systems. The deal highlights rising demand for CPU-driven infrastructure alongside GPUs.
Microsoft will invest A$25 billion in Australia to expand cloud, AI, and cybersecurity capabilities while training millions of workers. The move strengthens the country’s position as a global AI infrastructure hub.
Anthropic is actively recruiting a senior executive to source and negotiate data center deals across Europe, signaling the company’s intent to expand its AI compute infrastructure beyond the United States.
Nvidia and Google Cloud unveiled new AI infrastructure and agentic AI capabilities at Google Cloud Next, targeting large-scale enterprise and industrial deployments.
As John Ternus prepares to take over as Apple CEO, investors are demanding a clearer AI strategy. The company risks falling behind rivals investing heavily in AI.
Amazon will invest up to $25 billion more in Anthropic to expand AI infrastructure. The deal deepens their partnership around AWS and custom AI chips.
Strong forecasts from ASML and TSMC signal continued massive AI spending by tech giants, despite rising concerns over sustainability and supply constraints.
Allbirds is exiting its core footwear business to pivot into AI compute infrastructure, sending its shares soaring. The move reflects growing investor interest in AI-related ventures.
CoreWeave has secured a $6 billion cloud deal and $1 billion equity investment from Jane Street, highlighting surging demand for AI infrastructure. The company continues to expand major partnerships.
Nvidia unveils Ising, a new open-source AI model family designed to tackle quantum computing’s biggest bottlenecks: calibration and error correction.
Oracle shares rose after expanding a major energy deal with Bloom Energy to power AI data centers. The move highlights surging infrastructure demand tied to AI growth.
Anthropic has signed a multi-year deal with CoreWeave to power its Claude AI models, expanding compute capacity as demand for AI infrastructure surges.
Amazon CEO Andy Jassy used his annual letter to highlight surging demand for its Trainium AI chips and justify massive infrastructure spending. The message signals intensifying competition with Nvidia and Intel.