Lambda's CCO Robert Brooks IV declares AI compute a critical strategic resource — not a commodity — as the company races to build superintelligence supercomputers while championing an ambitious vision of putting a GPU in every person's hands.
NVIDIA launches a public AI agent skills catalog on GitHub, giving developers instant access to portable, verified instruction sets for 16 products—including cuOpt and TensorRT-LLM—deployable in seconds via a single CLI command into tools like Claude Code and Cursor.
Anthropic is in active talks to adopt Microsoft's custom Maia 200 AI chip as the company faces a surging compute crisis driven by explosive demand for its Claude products, while simultaneously diversifying chip partnerships across Amazon, Google, and SpaceX in a deal worth $1.25 billion per month through 2029.
AI hardware startup Hark, founded by Brett Adcock, raises $700M in a Series A round backed by Nvidia, AMD, Intel, and others, reaching a staggering $6B valuation amid intensifying competition in AI infrastructure.
Anthropic signs a massive $45 billion deal with SpaceX, paying $1.25 billion per month through 2029 for AI computing power across two SpaceX data centers, including the Memphis-based Colossus 1, to fuel surging demand for its Claude AI software.
Alibaba unveils the Zhenwu M890 AI chip with triple the performance of its predecessor, announces a multi-year chip roadmap, and launches a new AI model and server system, backed by a massive 380 billion yuan infrastructure investment as China races to reduce reliance on U.S. chips.
NVIDIA shatters records with $81.6 billion in Q1 fiscal 2027 revenue, surging 85% year-over-year, as explosive AI demand drives Data Center sales to $75.2 billion while the company projects an even bigger $91 billion quarter ahead.
Jeff Bezos calls space-based data centers 'very realistic' but pushes back on Elon Musk's aggressive 2-3 year timeline, as Blue Origin targets a 2027 launch for 'Project Sunrise,' a bold plan to deploy 51,600 data center satellites into low Earth orbit, while space stocks surge amid SpaceX's anticipated IPO at …
OpenAI launches a 'Guaranteed Capacity' program letting customers lock in one-to-three-year AI compute commitments at increasing discounts, with CEO Sam Altman calling it a 'big win-win' as the company targets $600 billion in total compute spend by 2030 and eyes a potential IPO.
Blackstone and Google are launching a $5 billion AI computing joint venture powered by Google's Tensor Processing Units, with 500 MW of U.S.-based data center capacity expected online by 2027 and Google veteran Benjamin Treynor Sloss named as CEO.