Google data center projects delayed, but company makes "meaningful increase" in AI compute investment
Alphabet earnings show growth, mainly propelled by ad sales
Alphabet earnings show growth, mainly propelled by ad sales
At an existing Lincoln Rackhouse data center
Investment bank sees positives for hyperscalers, Equinix, and Digital Realty - but not supply chains
Dojo uses in-house hardware for self-driving training
A huge win for the chip startup, as well as data center host Colovore
Quietly picked up the startup early this year
DeepMind cofounder raises money from Nvidia to spend on Nvidia
Company claims it is the "world's most advanced accelerator" for gen AI
But startup will likely remain "cloud agnostic"
Company was already a Google Cloud customer
Invest in yourself, via someone else
Microsoft is now a multi-cloud user
Valuation triples on back of AI promise and follows Nvidia's jump to $1tn
Choose what you want, as long as you pick Nvidia
Packing Grace Hopper Superchips into a supercomputer
Built for generative AI
Oracle also wants to resell OpenAI’s software
Meet with Biden and Harris in closed door session
After laying off thousands earlier this year
The two teams historically competed against each other
But his reasons for why it will be safe are built on shaky grounds
Already being tested by OpenAI
A deep dive into the next wave of compute
Developers looking for success outside of key markets