As reports of Stargate struggles emerge, OpenAI confirms 4.5GW Oracle deal
Brings total capacity under agreement to more than 5GW
Brings total capacity under agreement to more than 5GW
Customer unnamed, but could be OpenAI
Shortform vids, longform saga
Companies to co-develop silicon “across a portfolio of devices"
It sounds obvious, but was far from guaranteed
Microsoft slowly coming back, Google continuing spend, no signs of Apple capacity
Could cost more than $159bn in a five-year partnership
New liquid cooled data center for the neocloud
"There’s just a lot of uncertainty around this"
But Microsoft has downplayed its own cuts
UK leads shortlist, but France and Germany in the running
Hyperscaler looks to new funding sources as it plans unprecedented data center buildout
Andra Capital and SGW lead Series D
Claims to be targeting lowest performers
Even as the genAI company gets closer to Amazon
And re-announces its 2GW+ data center in Louisiana
But could still be forced into a joint venture
Will be deployed at Phoenix and Mount Pleasant facilities from 2026
Thousands of businesses represented in huge Windows Server lawsuit that echoes CMA and CISPE allegations
Mostly impacting European users
AI data center company has secured $686m
In return for a promise to use AWS Trainium and Inferentia chips
But concerns are raised about who would pay transmission costs
As state investment hits $10bn