
AMD Locks Up 2.5 GW of Compute From an Ex-Bitcoin Miner
AMD signed a 15-year, $14B+ infrastructure deal with Core Scientific for 500+ MW of AI data center capacity, with an option to scale to 2.5 GW - its third major hosting deal in five months.
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AMD signed a 15-year, $14B+ infrastructure deal with Core Scientific for 500+ MW of AI data center capacity, with an option to scale to 2.5 GW - its third major hosting deal in five months.

Lunar Outpost and Firefly Aerospace will fly Nvidia Jetson modules on a lunar rover and orbiter this year, the first GPUs to run on and around the Moon.

Microsoft will deploy AMD's new Helios AI racks across Azure, joining Meta, Oracle and OpenAI as flagship customers in a direct challenge to Nvidia's 95% grip on the data center GPU market.

Nebius will sell Reflection AI over $1 billion in Nvidia GB300 compute through 2029, the open-source AI lab's second billion-dollar infrastructure deal in three weeks.

The AlphaGo co-founder's open-source AI lab will pay SpaceX $150M monthly for Nvidia GB300 chips at Colossus 2, totaling $6.3B before shipping a single public model.

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.

Artificial Analysis released AgentPerf, the first agentic AI infrastructure benchmark, measuring concurrent agents per megawatt. NVIDIA Blackwell leads with 20x gains over Hopper.

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.

Intel's Crescent Island inference GPU trades HBM bandwidth for 480GB of LPDDR5X, targeting customers locked out of NVIDIA's supply chain.

Verified June 2026: real cost per million tokens for self-hosting Llama 4 Scout, Maverick, Qwen3-235B, and DeepSeek V3.2 - GPU requirements, cost formulas, and when cheap APIs actually win.

AMD Instinct MI350P brings CDNA 4 to a standard PCIe slot: 144GB HBM3E, 4 TB/s bandwidth, 2.3 PFLOPS MXFP8, and 600W passive cooling for air-cooled servers.

NVIDIA RTX Spark is a 20-core ARM + Blackwell GPU superchip delivering 1 petaFLOP FP4 and 128GB unified memory for AI-first Windows laptops and desktops.