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

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

OpenAI, xAI, and Anthropic also awarded contracts

Likely the world's largest cloud deal

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

Customer unnamed, but could be OpenAI

Building on existing Anduril contract

Detachment 201 comes as Silicon Valley more openly embraces the military

Google also will provide its own computing capacity to AI company

Will use competitor's cloud computing platform to meet capacity needs

Could cost more than $159bn in a five-year partnership

Will be housed in the Abilene, Texas, data center campus

Builds on existing $11.9bn commitment