The Energy & Sustainability Supplement
A sustainable future for data centers
News - IT Hardware & Semiconductors, OpenAI
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
-
Samsung working with OpenAI on next-generation chips - report
Building on memory deal signed last year
-
OpenAI details Jalapeño AI chip, with 700W TDP
At Hot Chips, company touts its first foray into hardware
-
OpenAI to deploy AMD Helios rackscale system as first part of up to 6GW partnership
Company has already tested the beefy AI rack
-
OpenAI and Broadcom unveil 'Jalapeño' Intelligence Processor for LLM inference
"A blank-slate design for modern LLM inference, not a general-purpose accelerator adapted from earlier AI workloads"
-
OpenAI's custom chip program lead Clive Chan joins Anthropic
Had been working on Broadcom AI chip, expected later this year
-
OpenAI and Broadcom in discussions over financing of $18bn custom chip project – report
Broadcom’s investment in initial project phase reportedly tied to Microsoft purchase commitments
-
OpenAI president Greg Brockman owns stakes in Cerebras, CoreWeave, Stripe, and Helion
All companies with which OpenAI has entered into business deals
-
OpenAI closes funding round, raises $122bn at $852bn valuation
More money to pour into compute
-
OpenAI to use 2GW of Trainium on AWS, expand Amazon cloud contract by $100bn
After Amazon pumps $50bn into the AI company
-
OpenAI cuts projected compute spend to $600bn by 2030 - report
CEO has previously talked up $1.4 trillion spend over eight years
-
Nvidia plans $30bn investment in upcoming OpenAI funding round
Generative AI giant is seeking a $730 billion valuation
-
Cerebras Systems raises $1bn at $23bn valuation
Fundraise comes two weeks after company announced $10bn deal with OpenAI
-
AMD reports record Q4 and FY25 results, but shares slump after company forecasts Q1 revenue decline
Company saw $440m of sales to China during the year, and is in discussions with customers for multi-year Helios deployments
-
OpenAI execs defend Nvidia after claims startup is unhappy with inference hardware performance
Comes in same week Nvidia CEO downplays $100bn investment pledge in OpenAI
-
OpenAI CFO says company ended 2025 with 1.9GW of compute, scaled revenue at same speed
Claims a clear correlation between aggressive data center ramp-up and rising revenue
-
OpenAI invests in brain-computer interface startup founded by OpenAI CEO
Merge Labs emerged from stealth last week following a $252 million seed round
-
OpenAI signs $10 billion deal with Cerebras, with 750MW of big-chip compute
As ChatGPT continues to expand its chip portfolio
-
CoreWeave deploys 16,000 GPUs at delayed data center in Denton, Texas
Internal messages note that the milestone was hit under "intense spotlight"
-
Broadcom touts growing sales with Anthropic, AI orders
And a new unnamed XPU customer is teased
-
Nvidia CFO says $100bn OpenAI deal has yet to complete
Was tied to 10GW data center commitment
-
OpenAI partners with Foxconn to optimize data center design
The pair will collaborate on data center design and Foxconn will shift more manufacturing to the US
-
Microsoft says it has access to the IP of OpenAI's custom AI chips
Part of the two companies' recent agreement
-
Intel chief technology and AI officer leaves role after six months for OpenAI
Prior to his appointment in April, Sachin Katti had led Intel’s networking and Edge group
-
SoftBank nets $5.83bn from sale of entire Nvidia stake
Offloaded shares to finance its OpenAI investments
-
OpenAI signs $38bn multi-year cloud deal with AWS for access to Nvidia GB200s and GB300s
Deal to run for seven years, and will likely see AWS build additional infrastructure to meet startup’s capacity demands
-
Broadcom cuts staff days after OpenAI deal - report
Downsizing affects sales and accounts roles at chip giant
-
OpenAI and Broadcom to develop and deploy 10GW of custom AI accelerators and Ethernet solutions
Chips could launch in the second half of 2026
-
Microsoft deploys cluster of 4,600 Nvidia GB300 NVL72 systems for OpenAI
Company says its the first of many