31 results for “data center”
OpenAI banned two China-linked ChatGPT clusters pushing anti-data-center narratives, but found no evidence they shifted public opinion. Meanwhile, a Heatmap Pro poll shows 75% of Americans now oppose local data centers — a 33-point swing driven by domestic electricity prices and land-use fights.
Meta is in discussions to lease AI computing capacity from its data centers to Anthropic in a deal that could be worth up to $10 billion over two years. The proposed deal highlights the extreme demand for AI computing infrastructure.
NVIDIA signed preliminary agreements with six Wall Street firms to create financing platforms targeting over $500 billion for AI data centers. The move unlocks institutional capital for compute infrastructure and includes a GPU residual-value guarantee from NVIDIA.
NVIDIA detailed how Spectrum-X Ethernet uses hardware-accelerated adaptive routing, congestion control, and plane load balancing to solve traditional Ethernet's failures at giga-scale AI training. The platform delivers 1.6x performance over off-the-shelf Ethernet, near-perfect multi-tenant isolation, and 2.68 ms failover versus 1.08 seconds for standard Ethernet.
NVIDIA took a minority stake in data-center site developer Cloverleaf Infrastructure to accelerate AI factory construction across the U.S. The partnership integrates NVIDIA's DSX platform early in site design to maximize compute output per megawatt.
Nvidia has agreed to invest up to $3 billion in Lancium, the Texas-based power infrastructure developer behind the first operational site of the Stargate. Power has replaced silicon as the scarcest resource in frontier AI development.
AMD launched its Helios rack-scale AI system at Advancing AI 2026, combining 72 MI455X GPUs with 18 EPYC Venice CPUs to challenge Nvidia's Vera Rubin platform. The system will begin shipping to customers including Microsoft, Meta, and OpenAI later in 2026.
AMD has agreed to invest up to $5 billion in Anthropic under a sweeping infrastructure agreement that ties the chipmaker's equity commitment to. The agreement underscores a shifting dynamic in AI infrastructure procurement: major model.
NVIDIA committed to a 20-year land, power, and shell agreement at the PORTS-Pike campus in Ohio, securing 4.25 GW of AI factory capacity for OpenAI as anchor tenant. The deal frames physical infrastructure as a reusable asset across multiple GPU generations, unlocking an estimated $600 billion in NVIDIA compute revenue through 2030.
NVIDIA launched DSX MaxLPS, a full-stack platform that dynamically reallocates stranded power across GPU racks to fit up to 40% more compute in the same facility envelope. The system combines real-time power steering, workload-aware profiles, and 45°C liquid cooling to boost performance per watt by 1.3–1.5x on Blackwell and Vera Rubin systems.
Anthropic has committed $10 billion over six years to Volta Infra Holdings, an infrastructure startup founded only months ago, in a deal that underscores. The deal illustrates a structural shift in how frontier AI labs procure compute.
SpaceX is making one of the largest hardware investments in AI history. SpaceX's AI ambitions go beyond its own needs.