Tag: #compute-deal7 results
Reflection AI has secured a $1 billion compute deal with cloud provider Nebius to access Nvidia's latest GB300 chips. The agreement, which runs through 2029, marks the startup's second major capacity expansion in a month.
Anthropic has signed an unexpected deal with Elon Musk's xAI to access its computing resources. This partnership emerges amid intensifying competition in the AI race. It highlights the scramble for high-performance compute in AI development.
Anthropic is in early stages of exploring its own AI chip design amid Claude's revenues surpassing a $30 billion run rate. This follows a long-term deal with Google and Broadcom for 3.5 gigawatts of TPU compute starting in 2027. A spokesperson declined to comment on the chip plans.
Broadcom and Google signed a long-term agreement for developing and supplying next-gen TPUs until 2031. Broadcom will also supply networking and components for Google's AI server racks. Partnership with Anthropic expands, providing 3.5GW compute from 2027 based on performance.
Meta's shares rose after expanding its AI compute deal with Nebius amid planned layoffs. OpenAI is in advanced talks for a joint venture with private equity firms to drive enterprise AI adoption. Nvidia kicked off its GTC developers' conference, with focus on global AI outlook.
Thinking Machines Lab has signed a massive multi-year compute deal with Nvidia. The agreement guarantees at least a gigawatt of compute power. Nvidia is also making a strategic investment in the lab.
After SpaceX's compute deal with Anthropic, Musk clarified on X that SpaceX and Tesla will supply resources to AI companies ensuring human benefit. He reserves the right to reclaim compute if AI engages in harmful activities.