Latest about AI
OpenAI and Broadcom to co-develop 10GW of custom AI chips in yet another blockbuster AI partnership
OpenAI has signed a multi-year deal with Broadcom to co-develop and deploy 10 gigawatts of custom AI accelerators and rack systems.
Bank of England, IMF, warn AI bubble risk has shades of 2000 dotcom crash — Goldman Sachs cautions we're not there 'yet'
Of the five stages of a bubble, we're already in stage three, according to one investment strategist.
AI adoption far outpaces that of the early Internet — report sheds light on worldwide AI penetration and usage patterns
A Financial Times report sheds light on worldwide AI penetration and usage patterns
Nvidia is turning GPUs into capital, but questions exist around sustainability — AI companies are financing hardware like debt
Premium From xAI’s $20 billion debt package to OpenAI’s prepaid clusters, the GPU shortage has created a new kind of financial asset.
Dell doubles revenue guidance through its fiscal 2030 on AI infrastructure buildout
Dell has nearly doubled its long-term growth outlook on the back of surging demand for AI servers, raising revenue and earnings projections through fiscal 2030.
BlackRock subsidiary buys up 78 data centers totaling 5GW in $40 billion deal
BlackRock subsidiary Global Infrastructure Partners set to buy out Aligned Data Centers for $40 billion.
Chip designer Jim Keller says Intel still has 'a lot of work to do'
Also working with Japanese firm, Rapidus, to get swift access to the smallest process nodes possible.
Microsoft inks $33 billion in deals with 'neoclouds' like Nebius, CoreWeave
Microsoft is renting external GPU data centers for internal use so it can, in turn, rent out its own facilities to other customers.
