compute
AWS and NVIDIA add two million more GPUs for 2027 News
AWS and NVIDIA announced plans to deploy 2 million additional GPUs across AWS infrastructure in 2027 and 2028, on top of the million-plus committed in March, including 100,000 GPUs on secure infrastructure for US federal and national-security workloads.
Dylan Patel says Anthropic and OpenAI took about 30% of this year's new compute, and have 40-50% of next year's already signed News
In an August 25 interview, SemiAnalysis founder Dylan Patel said OpenAI and Anthropic went from roughly 2 gigawatts each at the start of 2026 to above 5 by year-end, absorbing about 30% of all compute added this year, with 40-50% of next year's already under contract.
Anthropic says run-rate revenue passed $30 billion, up from about $9 billion eight months earlier News
Anthropic disclosed that its run-rate revenue surpassed $30 billion, more than triple the roughly $9 billion it reported at the end of 2025, alongside a multi-gigawatt TPU expansion with Google and Broadcom starting in 2027.
Alibaba is raising 80 billion Hong Kong dollars purely for AI News
Alibaba proposed placing newly issued shares with non-U.S. investors for HK$80 billion, saying it will put 100 percent of the net proceeds into its full-stack AI capabilities including AI infrastructure.
OpenAI put its largest frontier training run on hold and priced the safety tax at 20 percent News
OpenAI said on August 18 that it has slowed the pace of scaling, paused two weeks of reinforcement learning on deployment-bound models, and keeps its largest planned frontier RL run on hold, and that monitoring its own models costs roughly 20 percent of the inference compute being monitored.
The startup reactor behind the AI power story ran at zero power News
Valar Atomics' Ward 250 reached criticality in June under a Department of Energy pilot program, but the DOE record describes a zero-power demonstration and calls it the second such reactor in the program, not the first of anything.
NVIDIA lines up six financiers to mobilize 500 billion dollars News
NVIDIA announced agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to build independent financing platforms intended to mobilize more than 500 billion dollars of third-party capital for AI compute infrastructure.
Meta's AI build swallowed 98% of its cash flow in a single quarter News
Meta reported second-quarter 2026 revenue of $60.80 billion, up 28%, but $31.08 billion of capital spending left just $784 million in free cash flow, and the company narrowed 2026 capex guidance upward to $130-145 billion.
NVIDIA invests in Safe Superintelligence, promising an order-of-magnitude compute jump News
NVIDIA and Ilya Sutskever's Safe Superintelligence announced a long-term strategic partnership including an NVIDIA equity investment, which SSI says will expand its available compute by an order of magnitude.
Anthropic plans up to two gigawatts of AMD chips, with AMD committing up to $5 billion back News
AMD said Anthropic plans to deploy up to 2 gigawatts of MI450-series capacity starting in the first half of 2027, and that AMD has committed to a future equity investment of up to $5 billion in Anthropic.
Masayoshi Son Says the AI Economy Will Need $5 Trillion a Year by 2040 News
SoftBank's Masayoshi Son told his SoftBank World keynote that by 2040 AI will absorb about 20 percent of global GDP and require roughly $5 trillion a year in infrastructure investment, calling anyone who thinks AI is a bubble foolish.