OpenAI Breaks Ground on 1GW Michigan Data Center with Labor, Community Commitments
OpenAI and partners opened The Barn, a 1GW data center in Saline, Michigan, pledging union jobs, water conservation, and community investment.
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Elon Musk and SpaceX's S-1 Filing Tell Conflicting Stories on Anthropic Compute Deal Duration
SpaceX CEO Elon Musk claims a 180-day lease with 90-day exit terms, but SpaceX's SEC filing describes a three-year agreement through May 2029 at $1.25B/month.
General Compute bets on SambaNova chips to crack the inference neocloud market
A new inference cloud startup backed by FUSE VC is deploying specialized chips to undercut GPU-heavy competitors in the race for AI inference capacity.
SpaceX Nears Completion of In-House AI Training Stack Written in C
SpaceX is finalizing v1.0 of a custom AI training framework built in C, according to Elon Musk.
Anthropic commits $15 billion annually to SpaceX's Colossus data centers through 2029
SpaceX's IPO filing reveals Anthropic will pay $1.25 billion monthly for AI training capacity, underscoring the compute scarcity driving major AI infrastructure deals.
Anthropic commits $1.25B monthly to xAI for compute through 2029
A three-year infrastructure deal between rivals signals xAI's pivot to cloud provider model and raises questions about compute utilization.
OpenAI Blows Past Its Own Stargate Target — Then Sets a Bigger One
OpenAI's Stargate initiative has already exceeded its original 10GW U.S. compute target, with 3GW added in just the last 90 days.