Cloud Computing

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Thinking Machines Lab and NVIDIA Form Multi-Year Partnership to Deploy Over One Gigawatt of Next-Gen AI Systems

Thinking Machines Lab and NVIDIA Form Multi-Year Partnership to Deploy Over One Gigawatt of Next-Gen AI Systems

Mar 11, 2026
Thinking Machines Lab

Thinking Machines Lab and NVIDIA are joining forces in a multi-year partnership to deploy over one gigawatt of next-gen NVIDIA Vera Rubin AI systems as early as next year, with NVIDIA making a significant investment to expand frontier AI access for enterprises, researchers, and scientists worldwide.

Oracle and OpenAI Scrap 600MW Stargate Expansion as Nvidia Swoops In With $150M Deposit to Secure Capacity

Oracle and OpenAI Scrap 600MW Stargate Expansion as Nvidia Swoops In With $150M Deposit to Secure Capacity

Mar 10, 2026
Tom's Hardware

Nvidia pays a $150 million deposit to seize 600MW of data center capacity in Abilene, Texas after Oracle and OpenAI scrap a planned Stargate expansion following failed financing negotiations and weather-related infrastructure setbacks, with Nvidia reportedly eyeing Meta as a tenant to keep the site exclusively running its own silicon.

Viral Forbes Claim That Anthropic Loses $5,000 Per Claude User Is Misleading, Actual Compute Costs Estimated At $500

Viral Forbes Claim That Anthropic Loses $5,000 Per Claude User Is Misleading, Actual Compute Costs Estimated At $500

Mar 10, 2026
Martin Alderson

A viral Forbes claim that Anthropic loses $5,000 per Claude Code Max user is misleading, as actual compute costs are estimated at just $500 — and on average, Anthropic is likely profitable on most Claude Code subscribers, with typical developers costing only $18 per month to serve.

Chinese Software Stocks Surge 20% as AI Platform OpenClaw Goes Viral Among Government Agencies and Tech Giants

Chinese Software Stocks Surge 20% as AI Platform OpenClaw Goes Viral Among Government Agencies and Tech Giants

Mar 10, 2026
Bloomberg.com

Chinese software stocks surge 20% Monday as viral AI platform OpenClaw gains rapid adoption among government agencies and tech giants like Tencent, sending shares of UCloud Technology, QingCloud Technologies, and Hangzhou Shunwang Technology sharply higher while the broader CSI 300 Index closes 1% lower.

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