
NVIDIA Ships Vera CPU to Labs, Claims $200B Market
NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.
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NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.

SpaceX's IPO filing discloses that Anthropic will pay $1.25 billion per month for compute across both Colossus data centers through May 2029, totaling roughly $45 billion.

xAI operates 46 gas turbines at its Southaven data center power plant, five above its state permit, as the NAACP seeks an emergency court order over Clean Air Act violations.

Meta's MTIA 450 doubles HBM bandwidth to 18.4 TB/s and adds FlashAttention hardware acceleration for GenAI inference in 2027.

AMD Helios packs 72 Instinct MI455X GPUs and 31 TB HBM4 into a single rack delivering 2.9 FP4 ExaFLOPS for AI workloads.

Meta's second-gen ASIC delivers 6 PFLOPS FP8 and 288 GB HBM for GenAI and recommendation inference inside Meta's data centers.

Cisco reported record quarterly revenue of $15.8B and immediately announced 4,000 layoffs, raising its FY2026 AI infrastructure order target from $5B to $9B.

Bloomberg reports Google is in talks with SpaceX to launch its Project Suncatcher satellites - TPU-equipped spacecraft designed to run ML workloads in low Earth orbit.

Baiju Bhatt's orbital AI compute startup raises $275M at a $2B valuation and plans to build its own rockets to bypass SpaceX and Blue Origin bottlenecks.

AI2's federally backed OMAI compute cluster is now running on NVIDIA Blackwell Ultra hardware and has already shipped OLMo, Molmo 2, and MolmoAct models fully open to researchers.

NVIDIA and IREN plan 5 GW of DSX-aligned AI factories, backed by a $2.1B investment warrant and a $3.4B, five-year GPU cloud contract.

Anthropic gains 220,000 GPUs from SpaceX's Colossus 1 in Memphis, immediately doubling Claude Code five-hour rate limits for all paid plans.