Category Compute

OpenAI’s $750 Billion Infrastructure Push Signals a New AI Power Race

OpenAI’s AI spending plan rises to $750B, led by a $20B Georgia campus that could reshape power, policy and the AI infrastructure race.

AMD and Anthropic strike a $5 billion AI infrastructure deal, pairing huge GPU deployment with a multi-year compute partnership.

Glow raised $180M at a $1.2B valuation to build endpoint security for the AI era, targeting risky software and AI agents.

Trump’s AI energy bill pledge gains more signatories, but weak enforcement and state control over rates limit its impact.

Pat Gelsinger is betting on Moore’s law revival through light-based chipmaking, AI hardware, and energy innovation at Playground Capital.

BloombergNEF says data center electricity demand could quadruple by 2035 as AI compute strains U.S. grids and pushes prices higher.

Nvidia is pitching Vera Rubin as a full-stack AI data center platform with CPUs, GPUs and cooling, ahead of AMD’s product event.

Solar robotics startup Gritt raised $34 million to automate panel installation and expand its AI systems into broader construction work.

Google’s AI chip Frozen v2 could make Gemini far more efficient, cut costs, and ease investor concerns over Alphabet’s spending.

Databricks valuation jumps to $188B as investors back its AI pivot, new products and enterprise cost-control strategy.