NVIDIA Bets $2.1B on IREN to Build 5 GW AI Factories
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.
Articles Tagged "Data Centers"
Anthropic Doubles Claude Code Limits via SpaceX Deal
Anthropic gains 220,000 GPUs from SpaceX's Colossus 1 in Memphis, immediately doubling Claude Code five-hour rate limits for all paid plans.
Meta Earns Record $56B, Cuts 8K Jobs to Fund $145B AI
Meta posted a record Q1 2026 revenue of $56.3 billion on April 29, then announced 8,000 layoffs and raised its AI infrastructure budget to $145 billion - sending the stock down 7% despite the record earnings.
OpenAI Open-Sources MRC to Fix AI Supercomputer Jams
Six companies just released MRC, an open networking protocol that routes AI training traffic across hundreds of simultaneous paths to end GPU idle time at supercomputer scale.
Inside Anthropic's $200B Google Cloud Compute Bet
Anthropic has committed $200 billion to Google Cloud over five years - the largest cloud contract in AI history - alongside a 3.5 GW TPU capacity deal with Google and Broadcom coming online in 2027.
Huawei Eyes $12B as Nvidia Cedes China AI Market
Bernstein projects Nvidia's China AI chip share falls from 66% to 8% in 2026 while Huawei targets $12B in revenue, with ByteDance alone committing $5.6B in Ascend 950PR orders.
Google TPU 8i - Low-Latency Inference for Agent Era
Google's TPU 8i is a purpose-built inference chip with 10.1 FP4 PFLOPs, 288GB HBM3e at 8,601 GB/s, and a Boardfly topology that cuts collective latency 5x for agentic AI workloads.
Google TPU 8t - AI Training at ExaFLOP Scale
Google's TPU 8t packs 12.6 FP4 PFLOPs and 216GB HBM3e per chip, scaling to 9,600-chip superpods with 121 ExaFLOPS and 2 petabytes of shared HBM for massive model training.
Qualcomm AI250 - Near-Memory Computing for Inference
The Qualcomm AI250 applies near-memory computing to the same 768GB LPDDR5X design as the AI200, promising 10x higher effective memory bandwidth and lower power for LLM inference at rack scale.
Rebellions RebelRack - 64 FP8 PFLOPs at 5 Kilowatts
The Rebellions RebelRack packs 32 Rebel100 chiplet NPUs with 4.5TB HBM3E and 153.6 TB/s aggregate bandwidth into a rack drawing just 5kW - roughly 4x the compute-per-watt of an H100 DGX.
Maine Vetoes First US AI Data Center Moratorium
Maine Governor Janet Mills killed LD 307, the first proposed statewide AI data center moratorium in the US, to protect a $550 million project in Jay.
Vast Data Raises $1B at $30B, NVIDIA Backs AI Storage
Vast Data closes a $1B Series F at $30B valuation - triple its 2023 price - with NVIDIA, Drive Capital, and Access Industries backing its push to own the data layer for AI infrastructure.
