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The British AI infrastructure provider is raising capital through convertible notes and Nvidia-backed financing to support its massive compute commitments, including a $45 billion deal with Anthropic.
Situational Awareness pours another $400M into Source Foundry, a Stanford spinout aiming to slash chip manufacturing costs.
As AI compute scales to gigawatt levels, Nvidia's edge is shifting from raw silicon to the systems that move data around it.
New semiconductor tariffs could raise costs, delay data centers, and slow AI adoption at the worst possible time, according to trade groups and industry insiders.
The AI lab signs a six-year, $45 billion agreement with British infrastructure startup Nscale for Nvidia Vera Rubin-based compute, continuing its aggressive expansion.
The AI model hub is reportedly weighing acquisition offers at a valuation of $13 billion or more, raising questions about the future of its open-source community.
The startup's hollow-core fiber can transmit data 50% faster, potentially reshaping where AI data centers get built.
The nuclear startup will use the funding to manufacture fleets of its SMRs, aiming to power AI data centers with waterless reactors.
The payments giant is reportedly buying the AI model gateway to bring order to the fragmented LLM marketplace.
The company is building a custom silicon team to co-design hardware and models, while keeping a multi-chip approach with external suppliers.
At Advancing AI, AMD pitched Helios as the industry's highest-performance AI rack, lining up OpenAI, Meta, and Anthropic as it prepares to ship later this year.
With $400M in funding and a growing portfolio of open-source tools, the nonprofit aims to create a public alternative to Big Tech's closed AI systems.
