Tag: compute
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Musk Wants to Double xAI’s Chip Count by December
Elon Musk just gave the most detailed timeline yet for how big xAI’s Colossus 2 site outside Memphis is about to get, and the numbers are hard to picture. Right now the cluster runs around 550,000 Nvidia chips, a mix of GB200s and the newer GB300s. Musk says another 220,000 GB300s go live next week,…
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Anthropic Just Bet $45 Billion on Staying Ahead
Anthropic just locked in one of the biggest compute deals anyone has signed this year. Forty five billion dollars, over six years, for capacity at a data center Nscale is building out in West Virginia. The power alone, something like 460 megawatts, is enough to run a small city, and all of it is going…
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OpenAI Just Bet 30 Billion on Compute
OpenAI announced a $30 billion data center investment this week, and it is a statement about where frontier AI lives. Not in software. Not in clever ideas. In raw, permanent, physical infrastructure. Thirty billion dollars in servers and power. That is what it costs now to train and run frontier models at scale. That is…
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Meta Just Entered the Frontier Model War
Meta released Muse Spark 1.1, a 1-million-token agentic model that rivals OpenAI’s GPT-5.5 and Anthropic’s Opus 4.8 on the benchmarks that matter for real work. The model includes computer use across desktop, browser, and mobile. It can delegate work to other agents in parallel. It has a paid developer API launching in public preview in…
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Anthropic Just Locked In 401 Megawatts
Anthropic signed a $19 billion, 20-year data center lease with TeraWulf. That is one number. The actual story is what it means. The facility is in Hawesville, Kentucky on the site of an old aluminum smelter. 401 megawatts of computing power. Initial capacity starts in the second half of 2027, fully online in 2028. This…
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Meta’s Building the Next Cloud Monopoly
Meta just announced a cloud business to sell AI computing power. This is not about selling spare GPU cycles. This is Meta saying: everyone else is paying $10,000 a month to run GPUs. We’re going to undercut them. Here’s the play. Meta built extraordinary amounts of compute for its own models. Now it’s realizing what…
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SoftBank just committed 10 gigawatts to US AI
SoftBank announced SB Neo, a new company to operate AI cloud computing at gigawatt scale in the United States. They’re planning 10 gigawatts of capacity, launching fiscal 2027. The US is scrambling to build compute. Blackstone committed $30 billion to AI data centers. Microsoft and OpenAI are stacking infrastructure. Nvidia and TSMC are selling chips…
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SpaceX Wants a $20B Bond to Feed Its AI Ambition
SpaceX is heading toward a huge bond deal, and the reason matters more than the number. The company is looking for room to keep funding an AI push that needs real money, real power, and real infrastructure. That is the part people should focus on. AI is not floating in the cloud. It sits on…