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SoftBank plans to invest up to $3 billion to convert an Ohio EV plant into a facility producing modular data center equipment for OpenAI’s expanding U.S. infrastructure.
Oracle’s bonds are under pressure after reports indicated the company may take on an additional $38 billion in debt to expand its AI and cloud infrastructure, raising concerns among investors.
Anthropic will spend $50 billion on custom AI data centers in Texas and New York, partnering with Fluidstack to boost U.S. compute capacity and support its long-term research.
nvestor Michael Burry alleges that major AI infrastructure firms are overstating profits by extending chip depreciation timelines, potentially inflating industry earnings by $176 billion.
HSBC and General Atlantic executives caution that AI investments are accelerating faster than revenue, creating risks of overvaluation and slow productivity gains.
OpenAI signed a $38 billion, multiyear agreement with Amazon to access cloud computing power, including Nvidia GPUs, to support ChatGPT and AI model training.
Oracle has introduced an AI Agent Marketplace within its Fusion Applications suite, expanding AI Agent Studio and integrating top LLMs from OpenAI, Anthropic, and others to accelerate enterprise AI transformation.
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.
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.