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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 …
A joint task force from the South Korean government and U.S. asset management firm BlackRock will be created to advance a new AI hub initiative In sum – what to know: AI hub project – a memorandum of understanding between South Korea and BlackRock sets a framework for building a hyperscale AI data center …
TD Cowen noted that total leasing in Q3 2025 reached a record 7.4 GW, with an additional 10.2 GW of active deals still in the pipeline In sum – what to know: Record-breaking quarter – U.S. hyperscalers leased 7.4GW of capacity in Q3 2025, surpassing the total for all of …
As hyperscalers and sovereign cloud providers scale up massive AI clusters, the real point of differentiation is becoming how efficiently those GPUs can communicate, according to Dell’Oro In sum – what to know: AI clusters are outgrowing electrical networks – Explosive GPU growth and rapid port-speed transitions are stressing traditional …
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