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The OpenAI-AMD partnership could massively expand OpenAI’s compute capacity for GPT-5 while positioning AMD’s chips as a strong alternative to Nvidia’s In sum – what to know: Turning point – The deal marks a turning point for AMD, which is jockeying for position as a viable alternative to Nvidia in …
The staggering size and circular nature of recent deals raises both hopes and concerns, so keeping track will inform industry and investment decisions about where to go from here. In sum – what to know: Highly concentrated market – The last 30 days has seen a small number of major …
A multibillion-dollar makeover clears the way for SoftBank’s $22 billion investment, new funding rounds, and a possible IPO in the future In sum, what to know: More freedom: OpenAI is freed from the constraints of the capped-profit model that scared away some investors, and Microsoft is freed from the constraints …
The report projects that utility power provided to hyperscale, leased, and crypto-mining data centers will increase by roughly 11.3 GW in 2025, reaching 61.8 GW In sum – what to know: Data center power use rising sharply – U.S. grid demand will grow 22% in 2025 and nearly triple by …
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