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April
9
OpenAI Expands to Amazon Bedrock as Microsoft Exclusivity Ends
Markets
5
Apr 29
9
OpenAI Expands to Amazon Bedrock as Microsoft Exclusivity Ends
Top
Markets
· 5 srcs · Apr 29
Discuss
8
Microsoft and OpenAI Renegotiate Partnership: Revenue Share Reversed, AGI Clause Reportedly Removed
Updated
Markets
7
May 13
8
Microsoft and OpenAI Renegotiate Partnership: Revenue Share Reversed, AGI Clause Reportedly Removed
Top
Markets
· 7 srcs · May 13
Discuss
9
Google Invests Up to $40B in Anthropic as Anthropic Commits $200B to Google Cloud
Updated
Markets
4
May 6
9
Google Invests Up to $40B in Anthropic as Anthropic Commits $200B to Google Cloud
Top
Markets
· 4 srcs · May 6
Discuss
8
Meta Signs Deal for Millions of AWS Graviton CPUs for AI Workloads
Updated
Infra
3
Apr 27
8
Meta Signs Deal for Millions of AWS Graviton CPUs for AI Workloads
Top
Infra
· 3 srcs · Apr 27
Discuss
7
Microsoft Commits A$25B (~$18B USD) to Australia for AI, Cloud, and Digital Infrastructure
Infra
1
Apr 24
7
Microsoft Commits A$25B (~$18B USD) to Australia for AI, Cloud, and Digital Infrastructure
Infra
· 1 src · Apr 24
Discuss
7
Applied Digital Signs $7.5B Hyperscaler Lease at 430 MW Delta Forge 1 Campus
Markets
1
Apr 23
7
Applied Digital Signs $7.5B Hyperscaler Lease at 430 MW Delta Forge 1 Campus
Markets
· 1 src · Apr 23
Discuss
8
Thinking Machines Lab Builds on Two Fronts: Google Cloud Deal and Systematic Meta Talent Raid
Updated
Markets
2
Apr 24
8
Thinking Machines Lab Builds on Two Fronts: Google Cloud Deal and Systematic Meta Talent Raid
Top
Markets
· 2 srcs · Apr 24
Discuss
7
Stargate AI: All Seven US Sites Under Active Development
Infra
1
Apr 21
7
Stargate AI: All Seven US Sites Under Active Development
Infra
· 1 src · Apr 21
Discuss
9
Amazon and Anthropic Expand Partnership: $100B AWS Commitment and Up to $25B New Investment
Updated
Markets
3
Apr 21
9
Amazon and Anthropic Expand Partnership: $100B AWS Commitment and Up to $25B New Investment
Top
Markets
· 3 srcs · Apr 21
Discuss
8
OpenAI Agrees to $20B+ Cerebras Chip Deal with Equity Stake, Doubling Prior Commitment
Markets
1
Apr 17
8
OpenAI Agrees to $20B+ Cerebras Chip Deal with Equity Stake, Doubling Prior Commitment
Top
Markets
· 1 src · Apr 17
Discuss
6
Microsoft and Stellantis Launch Five-Year AI and Digital Services Partnership
Enterprise
1
Apr 16
6
Microsoft and Stellantis Launch Five-Year AI and Digital Services Partnership
Enterprise
· 1 src · Apr 16
Discuss
7
CoreWeave Signs Multi-Year Compute Agreement With Anthropic
Updated
Infra
2
Apr 13
7
CoreWeave Signs Multi-Year Compute Agreement With Anthropic
Infra
· 2 srcs · Apr 13
Discuss
7
Intel and Google Expand Partnership on AI CPUs and Custom IPUs
Updated
Infra
2
Apr 9
7
Intel and Google Expand Partnership on AI CPUs and Custom IPUs
Infra
· 2 srcs · Apr 9
Discuss
7
Amazon CEO Jassy Shareholder Letter: Trainium Surge, Graviton Dominance, and a $200B Capex Bet
Infra
2
Apr 9
7
Amazon CEO Jassy Shareholder Letter: Trainium Surge, Graviton Dominance, and a $200B Capex Bet
Infra
· 2 srcs · Apr 9
Discuss
8
Anthropic Secures 3.5-Gigawatt TPU Deal with Google and Broadcom
Updated
Infra
2
Apr 8
8
Anthropic Secures 3.5-Gigawatt TPU Deal with Google and Broadcom
Top
Infra
· 2 srcs · Apr 8
Discuss
8
Intel Joins Musk's Terafab Chip Complex — But Details Remain Thin
Updated
Infra
3
Apr 8
8
Intel Joins Musk's Terafab Chip Complex — But Details Remain Thin
Top
Infra
· 3 srcs · Apr 8
Discuss
7
NVIDIA and Marvell Partner on NVLink Fusion for Specialized AI Compute
Infra
1
Apr 4
7
NVIDIA and Marvell Partner on NVLink Fusion for Specialized AI Compute
Infra
· 1 src · Apr 4
Discuss
8
Microsoft Commits $10B to AI and Cloud Infrastructure in Japan
Infra
1
Apr 3
8
Microsoft Commits $10B to AI and Cloud Infrastructure in Japan
Top
Infra
· 1 src · Apr 3
Discuss
March
9
Arm Enters Chip Manufacturing with AGI CPU for AI Data Centers
Infra
5
Mar 24
9
Arm Enters Chip Manufacturing with AGI CPU for AI Data Centers
Top
Infra
· 5 srcs · Mar 24
Discuss
7
Helion in Talks to Sell Fusion Power to OpenAI as Altman Exits Board
Infra
1
Mar 23
7
Helion in Talks to Sell Fusion Power to OpenAI as Altman Exits Board
Infra
· 1 src · Mar 23
Discuss
8
Inside Amazon's Trainium Lab: $50B OpenAI Deal and 1M+ Claude Chips Deployed
Infra
1
Mar 22
8
Inside Amazon's Trainium Lab: $50B OpenAI Deal and 1M+ Claude Chips Deployed
Top
Infra
· 1 src · Mar 22
Discuss
8
OpenAI Partners with AWS to Sell AI to U.S. Government
Updated
Enterprise
2
Mar 18
8
OpenAI Partners with AWS to Sell AI to U.S. Government
Top
Enterprise
· 2 srcs · Mar 18
Discuss
8
Cerebras CS-3 Coming to AWS Bedrock with Disaggregated Inference
Infra
1
Mar 16
8
Cerebras CS-3 Coming to AWS Bedrock with Disaggregated Inference
Top
Infra
· 1 src · Mar 16
Discuss
7
Roche Deploys 3,500+ NVIDIA Blackwell GPUs to Accelerate Drug Discovery
Enterprise
1
Mar 16
7
Roche Deploys 3,500+ NVIDIA Blackwell GPUs to Accelerate Drug Discovery
Enterprise
· 1 src · Mar 16
Discuss
7
AWS and NVIDIA Expand AI Collaboration at GTC 2026
Infra
1
Mar 16
7
AWS and NVIDIA Expand AI Collaboration at GTC 2026
Top
Infra
· 1 src · Mar 16
Discuss
8
Thinking Machines Lab Signs Gigawatt-Scale Compute Deal with Nvidia
Markets
2
Mar 13
8
Thinking Machines Lab Signs Gigawatt-Scale Compute Deal with Nvidia
Top
Markets
· 2 srcs · Mar 13
Discuss
7
SoftBank Cracks Under Stargate Pressure as AI Infrastructure Bets Wobble
Markets
1
Mar 13
7
SoftBank Cracks Under Stargate Pressure as AI Infrastructure Bets Wobble
Markets
· 1 src · Mar 13
Discuss
Last Week
8
Musk vs. SpaceX S-1: Conflicting Claims on the Anthropic Compute Deal
Infra
1
5d ago
8
Musk vs. SpaceX S-1: Conflicting Claims on the Anthropic Compute Deal
Top
Infra
· 1 src · 5d ago
Discuss
7
Snowflake Signs $6B AWS Deal Powered by Graviton AI Chips
Infra
1
6d ago
7
Snowflake Signs $6B AWS Deal Powered by Graviton AI Chips
Infra
· 1 src · 6d ago
Discuss
2 Weeks Ago
7
Bloom Energy and Nebius Sign $2.6B Fuel-Cell Power Deal for European AI Data Centers
Infra
1
May 21
7
Bloom Energy and Nebius Sign $2.6B Fuel-Cell Power Deal for European AI Data Centers
Infra
· 1 src · May 21
Discuss
3 Weeks Ago
8
Ineffable Intelligence Raises $1.1B Seed Round and Partners with NVIDIA to Build Reinforcement Learning Infrastructure
Updated
Infra
3
May 15
8
Ineffable Intelligence Raises $1.1B Seed Round and Partners with NVIDIA to Build Reinforcement Learning Infrastructure
Top
Infra
· 3 srcs · May 15
Discuss
7
Anthropic Confirmed as Akamai's $1.8B AI Infrastructure Customer
Infra
1
May 11
7
Anthropic Confirmed as Akamai's $1.8B AI Infrastructure Customer
Infra
· 1 src · May 11
Discuss
Last Month
8
Anthropic Partners with SpaceX, Doubles Claude Usage Limits
Infra
1
May 6
8
Anthropic Partners with SpaceX, Doubles Claude Usage Limits
Top
Infra
· 1 src · May 6
Discuss
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