Nvidia’s earnings call on Wednesday signaled a shift in the company’s competitive narrative. For years, the story was simple: Nvidia dominated AI because it made the best GPUs. But as Amazon and Google develop their own chips, investors have questioned how long that advantage can last. The company’s latest results, however, suggest a more complex […]
Lambda, the AI cloud company that buys computing chips and rents them out to businesses, has raised $1 billion in private, short-dated debt to purchase Nvidia’s AI chips that it will lease to Microsoft, according to a Bloomberg report on Thursday. The deal, arranged by JP Morgan Chase, signals Lambda’s confidence that it can deploy […]
Anthropic has signed a deal to rent approximately $45 billion in AI compute from Nscale, a British AI infrastructure company, according to a source familiar with the agreement. The six-year deal, first reported by Bloomberg, will draw computing power from Nscale’s flagship data center in West Virginia and is expected to begin powering Anthropic’s services […]
Amazon and Nvidia deepened their partnership Wednesday, with the two companies announcing an expanded deal that adds 2 million Nvidia GPU chips to Amazon Web Services’ data centers in 2027 and 2028. The announcement, made during Nvidia’s quarterly earnings call, comes just five months after Amazon initially agreed to deploy more than 1 million Nvidia […]
Nvidia published new research on Friday showing that the “harness” — the scaffolding of tools, memory, and runtime around an AI model — is often more critical to agentic performance than the model itself. In tests on the interactive reasoning benchmark ARC-AGI-3, researchers got Anthropic’s Claude Opus 5 to a perfect 100% score by pairing […]
Groq has raised $350 million in a new funding round led by investment firm Disruptive, with planned participation from Nvidia, as the company accelerates its transition from an AI chipmaker to a neocloud provider. The round values Groq at $3.5 billion, a significant drop from the $6.9 billion valuation it commanded last September, just before […]
Nvidia this week revealed that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR are willing to commit up to $500 billion to build AI data centers. The eye-popping figure drew most of the attention, but the more consequential development is Nvidia’s plan to create a secondary market for aging GPUs by guaranteeing a portion of […]
The Open Secure AI Alliance (OSAA), the industry group spearheaded by Nvidia just over a week ago, has already grown to more than 120 companies and released its first formal proposals for public comment — a pace that reflects both the urgency of AI security concerns and the group’s stated commitment to “AI speed.” The […]
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