Amazon Eyes Third-Party Trainium Sales to Rival Nvidia
Amazon CEO Andy Jassy hints the company will sell Trainium3 racks directly to outside data centers, citing a potential $50B revenue run rate and sold-out chip supply.
Articles Tagged "Data Centers"
Canada's Pension Giant Bets C$1B on India AI Data Centers
CPP Investments commits C$1 billion to Indian data center operator CtrlS in a dual equity-and-JV structure, joining the global race to build hyperscale AI infrastructure across India.
AMD Instinct MI450 - 2nm, 432 GB HBM4, 40 PFLOPS
AMD's CDNA 5 accelerator on TSMC 2nm with 432 GB HBM4 memory - the GPU behind OpenAI's 1GW deployment and Oracle's 50,000-chip supercluster.
Apollo and Blackstone Make AI Compute an Asset Class
Broadcom, Apollo, and Blackstone launched the $35B AI XPV Platform on June 9, targeting 20GW of custom AI silicon through 2028 with Anthropic as the anchor customer.
AI's Debt Wave Hits $570B as Amazon Borrows $17.5B
Morgan Stanley projects $570B in AI-linked global debt issuance for 2026, more than double last year, as Amazon's $17.5B term loan reveals capex now consuming virtually all hyperscaler cash flows.
Orbital Plans 10,000 GPU Satellites for AI Inference
a16z-backed Orbital wants to run AI inference from low Earth orbit using NVIDIA Blackwell GPUs, targeting 10,000 satellites and 1 GW of compute at full scale.
Canada Launches $2.3B National AI Strategy
PM Mark Carney's AI for All commits $2.3 billion to hit 250,000 new jobs and 60% business adoption by 2034 - but critics call it a wish list without hard delivery mechanisms.
AirTrunk Commits $30B to 5GW India Data Centers
Blackstone-backed AirTrunk pledges $30 billion and 5GW of AI data center capacity in India by 2030 - more than triple the country's current total installed base.
Google Pays SpaceX $920M Monthly for Compute Bridge
Google will pay SpaceX $920 million per month for 110,000 NVIDIA GPUs at Colossus 1, citing unexpected demand for its Gemini Enterprise agent platform.
Meta Deploys Tent Data Centers to Halve AI Build Time
Meta is building tent-style rapid deployment structures at its Ohio Prometheus facility, cutting construction timelines roughly in half and bypassing grid delays with off-grid gas power.
Alphabet's $85B AI Bet Reverses Decade of Buybacks
Alphabet priced an $84.75B equity raise on June 2, reversing a decade of share buybacks to fund a $180-190B AI infrastructure buildout - backed by a $10B bet from Berkshire Hathaway.
Intel Crescent Island GPU Skips HBM for 480GB LPDDR5X
Intel's Crescent Island inference GPU trades HBM bandwidth for 480GB of LPDDR5X, targeting customers locked out of NVIDIA's supply chain.
