Anthropic signed $517bn in compute agreements in past 11 months
Represents 14.8GW of compute capacity
Represents 14.8GW of compute capacity
Will deploy both WeatherNext2 and Gemini Enterprise
More AI for customer interactions and network control
Will use large cluster of A5X instances
Apple turns to Nvidia GPUs with 'confidential computing' for inference
Will see the hyperscaler lease 110,000 GPUs
Will enable customers to access TPUs via a different platform from Google Cloud
Backed by more than 20 partner companies
“Purpose-build architectures” designed to support model training and inference workloads
Aim to create AI-driven tools to optimize power usage and enhance sustainability in data centers
ElevenLabs opts for Google Cloud
Cloud giant also scores a Meta deal
Company claims the platform will optimize grid capacity, prevent outages, and lower operational costs
Will be split across AWS, Google, and Microsoft
Multi-year agreement builds on previous partnership formed in January 2025
And a new unnamed XPU customer is teased
Will utilize Vertex AI and Gemini Enterprise
Said that early pilots have shown significant time and cost reductions
Also secures a $1.17bn deal with CoreWeave
Google's AI tools will be available in secure, on-prem, and air-gapped environments
A4X Max instance contains 72 Blackwell Ultra GPUs and 36 Nvidia Grace CPUs
Contract worth "tens of billions of dollars"
Not yet finalized, according to sources
Set to last six years, sources say
OpenAI, xAI, and Anthropic also awarded contracts
Will use competitor's cloud computing platform to meet capacity needs
Will use Google Distributed Cloud Air Gapped offering
Amazon CEO Andy Jassy reiterates similar sentiment