Tag: Enterprise
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Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans
The backstop would let OpenAI raise debt for a data center campus in Pike County, Ohio, on the strength of Nvidia’s credit.
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Sam Altman to meet with Trump administration, Senators this week. Here’s what he plans to say
Altman will preview the capabilities of the company’s upcoming family of AI models and answer questions about cybersecurity and open-weight models.
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Nvidia locks down memory supply from SK Hynix as part of $500 billion AI deal
Nvidia is aggressively securing supply of high-bandwidth memory, an essential component for its GPUs and systems.
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Bond market anxiety is growing over AI capex budgets
Google, Amazon and Meta are seeing credit spreads widen as fixed-income investors demand more reward on companies they lend to.
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Anthropic’s new AI model rivals Fable 5 and is cheaper as businesses fret about costs
Anthropic said Claude Opus 5 is its best performing and its most cost-effective offering.
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Nvidia, Microsoft, Meta warn against ‘premature restrictions’ of open-weight models
Chinese open-weight models are gaining steam against leading offerings from American companies. OpenAI and Anthropic did not sign the letter.
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Oracle signs 10-year software contract with Pentagon worth up to $7 billion
Oracle will supply on-premises software to the U.S. Department of Defense.
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IBM’s Krishna tries to reassure investors that AI won’t disrupt company’s software unit
IBM’s CEO highlighted growing mainframe hardware capacity, and said software should “catch back up” within a year.
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Cerebras stock gains on AMD partnership
Cerebras and AMD agreed to work together, pairing their technology for AI systems.
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Amazon and Microsoft pivot cloud gaming strategies to target different players
Amazon is bringing Luna to the Prime Video streaming service, while Microsoft will test an ad-supported streaming of titles that people own.
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