Anthropic will pay xAI $1.25 billion per month for compute
Earlier this month, Anthropic surprised the AI world with a deal to buy 300 megawatts worth of compute — securing the entire output of the Colossus 1 data center near…
Anthropic’s SpaceX deal helps it address a severe compute deficit and comes amid Elon Musk’s OpenAI lawsuit; Grok never grew to utilize xAI’s Colossus 1 (Axios)
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Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs; Google Cloud CEO Thomas Kurian says demand and revenue justify the spend (Stephen Morris/Financial Times)
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Google to invest up to $40B in Anthropic in cash and compute
Google plans to invest up to $40 billion in Anthropic and support the AI firm’s growing computing needs, Bloomberg reports. The Alphabet subsidiary is committing to invest $10 billion now,…
Huawei plans to spend up to $11.7B over five years to boost compute for training and testing autonomous cars, with ~$2.64B for autonomous driving R&D in 2026 (Daniel Ren/South China Morning Post)
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Microsoft expects some AI capacity constraints this quarter
Microsoft customers could encounter service disruptions when using AI services due to demand outpacing the company’s ability to bring data centers online, an executive warned during the company’s earnings call…
Hugging Face makes it easier for devs to run AI models on third-party clouds
AI dev platform Hugging Face has partnered with third-party cloud vendors including SambaNova to launch Inference Providers, a feature designed to make it easier for devs on Hugging Face to…
Raspberry Pi launches Compute Module 5 for embedded apps
Raspberry Pi is better known for its single-board computer with a ton of ports sticking out. The most recent of which is the Raspberry Pi 5, which was introduced in…
OpenAI CEO Sam Altman says lack of compute capacity is delaying the company’s products
In a Reddit AMA, OpenAI CEO Sam Altman admitted that a lack of compute capacity is one major factor preventing the company from shipping products as often as it’d like.…
Andreessen Horowitz helps founders meet compute needs with ‘Oxygen’ private GPU cluster
Andreessen Horowitz has a massive cluster of Nvidia H100 GPUs to help its portfolio of AI startups meet their compute needs, the venture capital firm confirmed for the first time…