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Nvidia, Microsoft launch open AI security alliance – without OpenAI, Google, or Anthropic

Nvidia on Monday said it is joining forces with Microsoft, SpaceX, IBM, and other tech companies to build and share open-source AI security tools. The new Open Secure AI Alliance said open tools are required to effectively defend against attacks from frontier models. The initiative is a direct response to mounting concerns over the safety […]

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Nvidia in talks to backstop $250bn of OpenAI’s data-centre financing

Nvidia is reportedly in talks to guarantee about $250bn of financing for OpenAI, a backstop that would let the ChatGPT maker fund a vast new data centre without the investment-grade credit rating such borrowing normally demands. The arrangement was described by the Wall Street Journal on July 26, and neither company has confirmed it. The guarantee […]

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Nvidia is pouring $1 billion into South Korea’s AI infrastructure through Naver and SK Group

Nvidia will invest $1 billion in South Korean internet company Naver to help finance an AI data center under construction in South Korea, the chipmaker announced late Friday. The funding will allow Naver to more than triple the size of the facility from 55 megawatts to 200 megawatts, with US private equity firm Brookfield agreeing […]

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The AI giants just broke with OpenAI and Anthropic on open weights

The AI industry just picked a side, in public. On Friday, 25 companies and groups published an open letter, “Open Weights and American AI Leadership”, urging Washington not to crack down on open-weight AI, Business Insider reported. The names are heavy: Nvidia, Microsoft, Meta, Mistral, Palantir, IBM, Andreessen Horowitz, Hugging Face, Mozilla and the Linux […]

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Nvidia commits $1.5B to Amkor to expand US chip packaging

Nvidia has agreed to give Amkor Technology a $1.5 billion prepayment to expand advanced semiconductor packaging and testing in the United States, tightening a supply relationship that already sits behind its data-centre chips. The agreement, announced on 23 July, pushed Amkor shares up by roughly 12% in after-hours trading. Packaging is the least glamorous stage of […]

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AMD unveils Helios rack and MI455X accelerator in bid to close the gap with Nvidia

AMD unveiled a suite of new data centre products at its Advancing AI event in San Francisco on Thursday, claiming they will outperform Nvidia’s competing hardware across AI training and inference. The announcements included the MI455X AI accelerator, the Helios server rack that packs 72 of those chips into a single system, and the Venice […]

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AMD is investing $5 billion in Anthropic and deploying 2 gigawatts of Helios GPUs to run Claude

AMD and Anthropic announced a strategic partnership on Tuesday that commits AMD to invest up to $5 billion in Anthropic and deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in Helios rackscale solutions to run Claude. Deployment of the first gigawatt begins in the first half of 2027. Anthropic is already using […]

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Jensen Huang made $172 billion selling AI chips. He just gave $75 million to an art school.

Jensen and Lori Huang have given Vanderbilt University $75 million to establish the Jen-Hsun and Lori Huang College of Art, Architecture and Design in San Francisco. The $75 million is a matching gift, and it has already spurred over $100 million in additional private support from alumni and donors including leaders in the Bay Area […]

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Jensen Huang made $172 billion selling AI chips. He just gave $75 million to an art school. Read More »

Inside the data centres powering AI: gold racks, demented noise, and 40 diesel generators

AI can seem like magic, a voice from a phone, an answer from nowhere. Step inside the buildings that make it, and the magic evaporates. What is left is noise, heat, metal, and an enormous appetite for power. Axios’s Amy Harder toured a test server hall run by Digital Realty in Ashburn, Virginia, the heart […]

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