AI infrastructure
6 articles
Meta's Nebius deal buys a place in line for Nvidia's next generation
Meta's Nebius contract is worth up to $27 billion over five years, with $12 billion for reserved capacity and up to $15 billion for additional compute.
Googleâs $40B Anthropic Option Is About Compute, Not a Victory Lap
Googleâs Anthropic package starts with $10 billion and can rise to $40 billion if Claude hits undisclosed performance targets.
Anthropicâs TPU deal looks enormous, but the harder question is who pays for all of it
Broadcomâs TPU arrangement shows how Anthropicâs future increasingly looks like a problem of power, supply, and long-term hardware commitments.
Nvidia Invests $2B in Marvell
Nvidia's $2 billion investment in Marvell Technology Group is a strategic move to enhance its AI infrastructure capabilities, with Marvell's XPUs and photonics technology set to play a key.
Nvidiaâs $2B Marvell bet: Locking in AIâs plumbing
Marvellâs stock jumped 12% on the newsâbecause $2 billion buys more than chips; it buys Nvidia a direct line to the data centerâs spine.
The AI backlash is getting localâand messy
Chilean courts block data centers over 1M liters daily water use.