Company says its the first of many

Analysts split on whether the drop in AI profits is cause for concern

Suggests it could be part of the country's sovereign AI effort

Will also see OpenAI provide Hitachi with LLM access

Two buildings live, six more on the way

Analyst predicts Big Red will need a loan of $25bn per year to support the partnership

Big Red goes into the red, bigly

As part of centi-billion dollar spending spree

SAP to expand GPU fleet on its Azure-powered Delos Cloud

At full build-out would give the project 7GW of capacity

This is on top of $350bn in expected spend

Following Nscale's Microsoft deal

Tech giant will make "significant investments" in its own clusters

But do the numbers add up?

Hints at plans during launch of South Korean office

Will be part of overseas Stargate project

AI company is not currently “actively looking” at the possibility

Will be available via Amazon Bedrock and Amazon SageMaker AI

Will be used to "accelerate delivery of services for OpenAI" and expand infrastructure footprint

Microsoft loses exclusive partner status, still wants some guarantees

Brings total capacity under agreement to more than 5GW

OpenAI, xAI, and Anthropic also awarded contracts

Not only is AI company using competitor's cloud, also using Google chips, sources say

Customer unnamed, but could be OpenAI