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Oracle Cloud Infrastructure will deploy 50,000 AMD Instinct MI450 GPUs beginning in 2026, underscoring the growing competition to Nvidia in the global race for AI computing capacity.
OpenAI has announced a strategic partnership with Broadcom to design and deploy 10 gigawatts of custom AI accelerators, expanding its hardware ecosystem beyond Nvidia and AMD.
Elon Musk’s AI startup xAI is reportedly raising up to $20 billion, with Nvidia committing as much as $2 billion in equity. A significant portion of the funding is tied directly to acquisition of Nvidia GPUs.
OpenAI’s computing agreements have now surpassed $1 trillion, spanning deals with AMD, Nvidia, Oracle, and more – a milestone that underscores the capital intensity driving AI infrastructure expansion.
Nvidia and Fujitsu have entered into a strategic collaboration to co-develop AI robotics and foundational AI infrastructure in Japan, aiming for deployment by 2030 and a ‘human-centric’ model of innovation.
Microsoft has committed $33 billion to neocloud partnerships, including a $19.4B deal with Nebius, to secure GPU capacity and avoid looming AI infrastructure bottlenecks.