Infrastructure
Data centres, interconnect, cloud platforms and the systems that host AI at scale.
-
Stargate pledges $500bn for AI infrastructure
OpenAI, SoftBank and Oracle announce Stargate, with about $100 billion committed near-term.
-
CoreWeave takes GPU rental public
CoreWeave lists on Nasdaq in the largest US tech IPO since 2021.
-
A shuttered nuclear plant reopens for AI
Constellation signs a 20-year deal to restart Three Mile Island Unit 1 to supply Microsoft.
-
xAI stands up a 100,000-GPU cluster
xAI says its Colossus cluster is running 100,000 H100s, built in 122 days.
-
Amazon invests up to $4bn in Anthropic
Amazon agrees to invest up to $4 billion in Anthropic, which commits to AWS chips.
-
Meta discloses a 350,000-GPU stockpile
Zuckerberg says Meta will hold about 350,000 NVIDIA H100s by the end of 2024.
-
Amazon buys a datacentre next to a nuclear plant
Talen Energy agrees to sell Amazon a campus co-located with its Susquehanna nuclear station.
-
Microsoft extends its OpenAI compute deal
Microsoft announces a new multiyear OpenAI investment, widely reported at $10 billion but never officially confirmed.
-
Microsoft builds a supercomputer for one customer
Microsoft reveals a top-five supercomputer on Azure, 10,000 GPUs, exclusively for OpenAI.
-
Meta builds its own AI supercomputer
Meta unveils the AI Research SuperCluster, 6,080 GPUs with more planned.