#fluidstack-joint-venture
#fluidstack-joint-venture

Business intelligence

Lenovo completes acquisition of Infinidat and enters the high-end storage market

Tech industry

Google Cloud deepens AI infrastructure partnership with Intel across Xeon and custom chips

Tech industry

AlphaTON Capital Scales Confidential Compute With $43M Vertical Data Infrastructure Deal

Tech industry

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

fromEntrepreneur

What the Nvidia-Huawei Rivalry Means for AI

AI infrastructure vendor choice shapes risk, cost, and market access, with availability becoming more crucial than performance in scaling AI.

8 hours ago

Tens of billions in days: CoreWeave shows how aggressively AI infrastructure is being funded | Fortune

CoreWeave secured significant funding through customer commitments and debt, highlighting aggressive financing in the AI infrastructure sector.

Business intelligence

Lenovo completes acquisition of Infinidat and enters the high-end storage market

Google Cloud deepens AI infrastructure partnership with Intel across Xeon and custom chips

Google Cloud and Intel are enhancing their AI infrastructure partnership, focusing on CPU deployment and custom chip co-development.

AlphaTON Capital Scales Confidential Compute With $43M Vertical Data Infrastructure Deal

AlphaTON Capital signed a $43 million AI infrastructure deal with Vertical Data to expand its compute capacity using Nvidia B300 GPU clusters.

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.

fromEntrepreneur

What the Nvidia-Huawei Rivalry Means for AI

AI infrastructure vendor choice shapes risk, cost, and market access, with availability becoming more crucial than performance in scaling AI.

more#ai-infrastructure

Goldman Says It's Time to Buy Tech. I'd Start With These Tech Deals

Goldman Sachs' Chief Equity Strategist Peter Oppenheimer has called the recent sell-off in U.S. tech stocks a rare 'buying opportunity,' suggesting that the current market conditions may favor investment in this sector.

Apple

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

Intel shares are up 5% due to a partnership with Google and strong year-to-date performance.

fromWIRED

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.

Intel Rises 3% as SpaceX, Tesla, and xAI Tap Chip Giant for Ambitious TeraFab Project

Intel's stock rose 3% after partnering with SpaceX, Tesla, and xAI on the TeraFab semiconductor initiative.

European startups

Intel is going all-in on advanced chip packaging

Intel's Fab 9 has resumed operations, focusing on advanced chip packaging to compete in the growing AI market.

2 hours ago

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

Intel shares are up 5% due to a partnership with Google and strong year-to-date performance.

fromWIRED

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.

Intel Rises 3% as SpaceX, Tesla, and xAI Tap Chip Giant for Ambitious TeraFab Project

Intel's stock rose 3% after partnering with SpaceX, Tesla, and xAI on the TeraFab semiconductor initiative.

European startups

Intel is going all-in on advanced chip packaging

Intel's Fab 9 has resumed operations, focusing on advanced chip packaging to compete in the growing AI market.

Microsoft is working on yet another OpenClaw-like agent | TechCrunch

Microsoft is testing OpenClaw-like features for its Microsoft 365 Copilot tool aimed at enterprise customers with enhanced security controls.

Google Cloud introduces QueryData to help AI agents create reliable database queries

QueryData enhances AI agents' accuracy in querying databases by translating natural language into precise database queries.

Tech industry

Google and Intel deepen AI infrastructure partnership | TechCrunch

Google Cloud and Intel expand partnership to enhance AI infrastructure and develop processors, focusing on Xeon processors and custom IPUs.

Data science

fromInfoWorld

3 hours ago

Google Cloud introduces QueryData to help AI agents create reliable database queries

QueryData enhances AI agents' accuracy in querying databases by translating natural language into precise database queries.

Google and Intel deepen AI infrastructure partnership | TechCrunch

Google Cloud and Intel expand partnership to enhance AI infrastructure and develop processors, focusing on Xeon processors and custom IPUs.

more#google-cloud

1 hour ago

LinkedIn is quietly moving into the AI training business

LinkedIn is launching an AI labor marketplace for training chatbots, offering up to $150 an hour for various roles.

Cryptocurrency

1 hour ago

Starkware Cuts Jobs as Starknet Revenue Collapses

Starkware's revenue plummeted, prompting layoffs and a strategic pivot towards developing proprietary applications for sustainable income.

fromDevOps.com

16 hours ago

Ten Great DevOps Job Opportunities - DevOps.com

DevOps.com is launching a weekly jobs report to highlight opportunities for DevOps professionals.

#datacentres

Environment

Go West! US datacentres head for available and cheap energy | Computer Weekly

Datacentre construction in the US is shifting towards central regions, particularly Texas, due to power availability and water use mitigation technologies.

London startup

Datacentre developers tout benefits to local communities, but do they deliver? | Computer Weekly

Datacentre developments are causing challenges for local businesses, raising concerns about energy consumption and community impact despite potential local benefits.

Environment

Go West! US datacentres head for available and cheap energy | Computer Weekly

Datacentre construction in the US is shifting towards central regions, particularly Texas, due to power availability and water use mitigation technologies.

London startup

Datacentre developers tout benefits to local communities, but do they deliver? | Computer Weekly

Datacentre developments are causing challenges for local businesses, raising concerns about energy consumption and community impact despite potential local benefits.

Why Millions of Investors Are Buying the Wrong NASDAQ ETF

Fidelity Nasdaq Composite Index ETF (ONEQ) offers broader exposure than QQQ by tracking over 600 securities instead of just 100.

NYC startup

fromAlleywatch

Intellectual property law

#NYCtech Week in Review: 4/5/26 - 4/11/26

NYC Tech News highlights recent startup funding, exits, and events, featuring companies like Patlytics and Yuzu Health.

fromIPWatchdog.com | Patents & Intellectual Property Law

AI is Raising the Stakes on Intellectual Capital and IP Rights

Firms implementing AI for knowledge capture will secure competitive advantages through codified expertise.

Startup companies

fromAbove the Law

2 hours ago

The Startup Bet Lawyers Keep Misunderstanding - Above the Law

Lawyers must embrace uncertainty in startups, viewing their careers as investments rather than relying solely on traditional risk-averse training.

fromFast Company

The cofounder of this $2.9 billion company takes a 4 p.m. nap every day

"When I'm irritated, tired, stressed, or anxious, a nap literally cures everything. It really changed my life."

Mindfulness

Privacy professionals

fromRoute Fifty

Getting privacy policy right in a competitive digital economy

State and local leaders aim to balance privacy protection with economic competitiveness, as inconsistent privacy laws can hinder business operations and consumer trust.

7 hours ago

Commvault launches AI tools for secure agentic AI era

"In agentic environments, agents mutate state across data, systems, and configurations in ways that compound fast and are hard to trace," says Pranay Ahlawat, Chief Technology and AI Officer at Commvault.

Information security

#ai-adoption

AI deployment in networks is stalling as pressure on infrastructure mounts

AI adoption in network environments is slower than expected, with increasing infrastructure demands and significant challenges in deployment and integration.

Startup companies

Intuit was an AI pioneer. Why its stock became a SaaSpocalypse casualty | Fortune

Being an early adopter of AI does not guarantee protection against market panic, as shown by Intuit's stock performance during the SaaSpocalypse.

AI deployment in networks is stalling as pressure on infrastructure mounts

AI adoption in network environments is slower than expected, with increasing infrastructure demands and significant challenges in deployment and integration.

Startup companies

Intuit was an AI pioneer. Why its stock became a SaaSpocalypse casualty | Fortune

Being an early adopter of AI does not guarantee protection against market panic, as shown by Intuit's stock performance during the SaaSpocalypse.

The largest orbital compute cluster is open for business | TechCrunch

Orbital compute is evolving with partnerships like Kepler and Sophia, focusing on data processing and infrastructure for space applications.

Marketing tech

fromAdExchanger

16 hours ago

OpenAI's Big Ambitions; Tricks Of The Trade | AdExchanger

Open AI must prove superior ad performance to shift significant ad spend from traditional platforms.

Silicon Valley

An entrepreneur is transforming a Cold War-era nuclear silo into an underground data center. Look inside.

Nik Halik is transforming a decommissioned nuclear missile silo into a data center for AI.

OpenAI's TBPN deal shows how talent, media, and influence are collapsing into one | Fortune

OpenAI's acquisition of TBPN reflects a shift in valuing integrated media, talent, and distribution as interconnected assets.

Media industry

fromwww.npr.org

Why OpenAI bought 'SportsCenter for Silicon Valley'

OpenAI acquires TBPN to influence the narrative around AI and engage with the tech community.

Media industry

OpenAI's TBPN deal shows how talent, media, and influence are collapsing into one | Fortune

OpenAI's acquisition of TBPN reflects a shift in valuing integrated media, talent, and distribution as interconnected assets.

Media industry

fromwww.npr.org

Why OpenAI bought 'SportsCenter for Silicon Valley'

OpenAI acquires TBPN to influence the narrative around AI and engage with the tech community.

Alibaba Launches AI Data Center Powered by 10,000 Homegrown Chips

Alibaba is creating its own semiconductors to power new data centers in response to US export restrictions on AI chips.

Digital life

fromComputerworld

Alternative transportation

Google's new AI app is a glimpse of the future

Offline AI tools like Google's AI Edge Eloquent provide essential functionality for users with limited connectivity.

#uber

Uber joins Amazon's Trainium roster with AWS expansion deal

Uber expands AWS contract to enhance ride-matching infrastructure using Amazon's Graviton4 and pilots AI model training on Trainium3.

Alternative transportation

Uber is the latest to be won over by Amazon's AI chips | TechCrunch

Uber is expanding its AWS cloud services contract, utilizing Amazon's Graviton chips and testing Trainium3, signaling competition with Google and Oracle.

Uber joins Amazon's Trainium roster with AWS expansion deal

Uber expands AWS contract to enhance ride-matching infrastructure using Amazon's Graviton4 and pilots AI model training on Trainium3.

Uber is the latest to be won over by Amazon's AI chips | TechCrunch

Uber is expanding its AWS cloud services contract, utilizing Amazon's Graviton chips and testing Trainium3, signaling competition with Google and Oracle.

more#uber

#microsoft

fromThe Verge

4 hours ago

Microsoft is testing OpenClaw-like AI bots for 365 Copilot

Microsoft is integrating OpenClaw features into 365 Copilot for autonomous task completion.

Microsoft cuts cloudy desktop prices by 20 percent

Microsoft is reducing Windows 365 cloud PC prices by 20% to enhance cost-effectiveness for small and medium businesses starting May 1st.

fromThe Verge

4 hours ago

Microsoft is testing OpenClaw-like AI bots for 365 Copilot

Microsoft is integrating OpenClaw features into 365 Copilot for autonomous task completion.

Microsoft cuts cloudy desktop prices by 20 percent

Microsoft is reducing Windows 365 cloud PC prices by 20% to enhance cost-effectiveness for small and medium businesses starting May 1st.

more#microsoft

fromwww.alleywatch.com

2 hours ago

The 21 Largest NYC Tech Startup Funding Rounds of Q1 2026

New York's startup ecosystem remains robust, with 21 companies raising over $50M in Q1 2026.

Anthropic: Claude quota drain not caused by cache tweaks

Anthropic reduced the Claude Code prompt cache TTL from one hour to five minutes, impacting user experience and costs despite claims of no increased expenses.

#coreweave

Tech industry

AI Cloud Provider Coreweave Secures Anthropic Agreement for Claude Workloads

Tech industry

CoreWeave Rockets 12% on Anthropic Deal: Two Landmark Contracts in Two Days for the AI Cloud King

fromTNW | Anthropic

Artificial intelligence

CoreWeave signs multi-year Anthropic deal as nine of ten top AI model providers join its platform

CoreWeave Advances 4% as Meta Commits $21 Billion Through 2032: The AI Cloud King Is Stacking Contracts

CoreWeave's stock rises due to a $21 billion AI cloud partnership expansion with Meta, boosting its revenue backlog significantly.

AI Cloud Provider Coreweave Secures Anthropic Agreement for Claude Workloads

Coreweave signed a multi-year agreement with Anthropic to provide cloud infrastructure for AI model development and deployment.

CoreWeave Rockets 12% on Anthropic Deal: Two Landmark Contracts in Two Days for the AI Cloud King

CoreWeave stock surged 12% after announcing a multiyear agreement with Anthropic for cloud computing capabilities for AI models.

fromTNW | Anthropic

CoreWeave signs multi-year Anthropic deal as nine of ten top AI model providers join its platform

CoreWeave secured a multi-year deal with Anthropic for Nvidia GPU access, expanding its AI infrastructure capabilities significantly.

CoreWeave Advances 4% as Meta Commits $21 Billion Through 2032: The AI Cloud King Is Stacking Contracts

CoreWeave's stock rises due to a $21 billion AI cloud partnership expansion with Meta, boosting its revenue backlog significantly.

Palantir Rises as Trump Endorsement and Military AI Contracts Give the Bulls Ammunition

Palantir Technologies stock rose 3% due to a Trump endorsement and focus on its role in U.S. military AI and defense contracts.

Cloudflare introduces new features for building and deploying agents

Cloudflare is transforming AI development with Dynamic Workers, Sandboxes, and Artifacts for secure, scalable, and efficient code execution.

Information security

The "SaaS-Pocalypse" Continues: Cloudflare, ServiceNow, CrowdStrike Under Fire as Anthropic Rewrites the Rules

The release of Anthropic's AI security product has significantly impacted investor confidence in enterprise software companies, leading to sharp stock declines.

European startups

fromMetro Silicon Valley | Silicon Valley's Leading Weekly

Aspire built a financial stack used by 50,000 firms. Now it's coming to the U.S. to take on Ramp and Mercury | Fortune

Aspire aims to compete in the U.S. corporate credit card market by addressing the needs of international startups.

Silicon Valley

Motherboards in San Jose | Metro Silicon Valley | Silicon Valley's Leading Weekly

SJMA's exhibition highlights women's contributions to Silicon Valley's tech history through various artistic installations.

#nvidia

7 hours ago

The Silicon Showdown: Can Nvidia Defend Its Moat Against Google's TPUs?

Nvidia leads the AI chip market but faces competition from Alphabet and others investing heavily in AI technology.

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.

7 hours ago

The Silicon Showdown: Can Nvidia Defend Its Moat Against Google's TPUs?

Nvidia leads the AI chip market but faces competition from Alphabet and others investing heavily in AI technology.

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.

SanDisk Jumps 7% With NASDAQ 100 Inclusion Days Away and AI-Driven NAND Demand at Full Throttle

SanDisk stock rises 7% due to NASDAQ 100 inclusion, strong earnings forecast, and increasing AI-driven NAND demand.

fromMedium

GAIA by AMD - Running Intelligent Systems Fully on Your Own Machine

GAIA is an open-source framework enabling local execution of intelligent agents, eliminating external dependencies and enhancing data control.

The 3 reasons why VCs invest: Faith, opportunity, or evidence

Venture capital rounds are driven by three core reasons: faith, opportunity, and evidence.

Collide Capital raises $95M fund to back fintech, future-of-work startups | TechCrunch

Collide Capital closed a $95 million Fund II to invest in early-stage companies in fintech, supply chain, and the future of work.

fromFast Company

The 3 reasons why VCs invest: Faith, opportunity, or evidence

Venture capital rounds are driven by three core reasons: faith, opportunity, and evidence.

Collide Capital raises $95M fund to back fintech, future-of-work startups | TechCrunch

Collide Capital closed a $95 million Fund II to invest in early-stage companies in fintech, supply chain, and the future of work.

Google Cloud Highlights Ongoing Work on PostgreSQL Core Capabilities

Google Cloud has made significant technical contributions to PostgreSQL, enhancing logical replication, upgrade processes, and system stability.

Wasabi acquires Lyve Cloud from Seagate

Wasabi acquires Lyve Cloud to enhance its enterprise cloud storage offerings and customer base, focusing on scalability and security.

fromForbes

8 hours ago

The Hottest Debate In Tech: Ads In AI

The debate in AI centers on the introduction of advertising in chatbot interactions and the financial implications of running AI systems.

Information security

fromSecurityWeek

Trent AI Emerges From Stealth With $13 Million in Funding

Trent AI secures AI agents throughout their lifecycle with a $13 million seed funding to enhance cybersecurity for autonomous systems.

fromComputerworld

8 hours ago

How to build your own AI agents with Google Workspace Studio

Google Workspace Studio allows users to automate tasks by creating custom flows without coding.

Nvidia-backed SiFive hits $3.65 billion valuation for open AI chips | TechCrunch

SiFive raised $400 million, valuing the company at $3.65 billion, focusing on RISC-V open chip designs for AI data centers.

fromTNW | Investors-Funding

SiFive raises $400m Series G at $3.65bn valuation in final round before IPO

SiFive raised $400 million in Series G funding, valuing the company at $3.65 billion, ahead of its IPO.

Nvidia-backed SiFive hits $3.65 billion valuation for open AI chips | TechCrunch

SiFive raised $400 million, valuing the company at $3.65 billion, focusing on RISC-V open chip designs for AI data centers.

fromTNW | Investors-Funding

SiFive raises $400m Series G at $3.65bn valuation in final round before IPO

SiFive raised $400 million in Series G funding, valuing the company at $3.65 billion, ahead of its IPO.

more#sifive

#amazon

Amazon creates 'Project Houdini' to make data center delays disappear

Amazon's Project Houdini aims to speed up data center construction by moving processes to factories, addressing AI demand and capacity constraints.

AWS ponders selling its home-grown chips by the rack-load

Amazon's chip business could generate ~$50 billion annually if sold independently, highlighting significant demand and growth potential.

Amazon's chip business could be worth $50 billion, Jassy says, and he hints it may sell them externally

Amazon's custom chip business generates over $20 billion annually, with plans to sell directly to third parties and a $200 billion capital expenditure for 2026.

Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter | TechCrunch

Amazon's CEO Andy Jassy emphasizes the success of Trainium and Graviton chips while subtly challenging competitors like Nvidia and Intel.

Amazon creates 'Project Houdini' to make data center delays disappear

Amazon's Project Houdini aims to speed up data center construction by moving processes to factories, addressing AI demand and capacity constraints.

AWS ponders selling its home-grown chips by the rack-load

Amazon's chip business could generate ~$50 billion annually if sold independently, highlighting significant demand and growth potential.

Amazon's chip business could be worth $50 billion, Jassy says, and he hints it may sell them externally

Amazon's custom chip business generates over $20 billion annually, with plans to sell directly to third parties and a $200 billion capital expenditure for 2026.

Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter | TechCrunch

Amazon's CEO Andy Jassy emphasizes the success of Trainium and Graviton chips while subtly challenging competitors like Nvidia and Intel.

more#amazon

#cloud-computing

Hyperscaler datacentres set to dominate by 2031 | Computer Weekly

Hyperscalers are projected to dominate global datacentre capacity, reaching 67% by 2031, driven by AI growth.

Yahoo Japan's consolidating 164 OpenStack clusters into one

LY Corporation is consolidating its cloud infrastructure into a unified system called 'Flava' to enhance scalability and simplify upgrades.

Hyperscaler datacentres set to dominate by 2031 | Computer Weekly

Hyperscalers are projected to dominate global datacentre capacity, reaching 67% by 2031, driven by AI growth.

Yahoo Japan's consolidating 164 OpenStack clusters into one

LY Corporation is consolidating its cloud infrastructure into a unified system called 'Flava' to enhance scalability and simplify upgrades.

Artificial intelligence

Anthropic leases data center capacity from CoreWeave

Artificial intelligence

Box CEO explains why he's ok with engineers wasting some AI tokens right now

Artificial intelligence

These niche AI startups are trying to protect the Pentagon's secrets | Fortune

Artificial intelligence

Anthropic's Just Triggered Another SaaS Sell-Off: Are Software Stocks Uninvestable?

Snowflake manager on

Snowflake emphasizes clean, accessible data as crucial for effective AI agents, focusing on open standards and interoperability to enhance data governance.

Why CoreWeave's New $21 Billion Meta Deal Matters More Than the $3 Billion in New Debt

AI is essential for hyperscalers, with Meta committing $35.2 billion to CoreWeave for dedicated AI cloud capacity.

Anthropic leases data center capacity from CoreWeave

Anthropic signed a multi-year contract with CoreWeave for data center space to meet the growing demand for its Claude AI models.

Box CEO explains why he's ok with engineers wasting some AI tokens right now

Box CEO Aaron Levie embraces high token usage as a sign of innovation and experimentation in AI development.

These niche AI startups are trying to protect the Pentagon's secrets | Fortune

AI companies face challenges in balancing technology use with government secrecy, highlighted by Anthropic's conflict with the Pentagon.

Anthropic's Just Triggered Another SaaS Sell-Off: Are Software Stocks Uninvestable?

Anthropic's Claude Managed Agents threaten SaaS stocks, causing significant market losses and raising concerns about the future of the sector.

Snowflake manager on

Snowflake emphasizes clean, accessible data as crucial for effective AI agents, focusing on open standards and interoperability to enhance data governance.

Why CoreWeave's New $21 Billion Meta Deal Matters More Than the $3 Billion in New Debt

AI is essential for hyperscalers, with Meta committing $35.2 billion to CoreWeave for dedicated AI cloud capacity.

Digital Asset Firm Tok-Edge Hits $15 Million Valuation, Eyes $100 Million Target

Tok-Edge has a $15 million valuation and aims for a $100 million fund close in 2026, utilizing a unique redemption token for DeFi integration.

fromInfoWorld

AWS turns its S3 storage service into a file system for AI agents

S3 Files simplifies access to Amazon S3, enhancing its role as a primary data layer for AI and modern applications.

fromDevOps.com

Google's Next Coding Agent Could Change How Developers Think About Their Work - DevOps.com

Google's Jitro project aims to revolutionize coding agents from task execution to outcome-driven development.

As IT complexity escalates, Nutanix fights back

Nutanix is prioritizing flexibility and aims to be a leading agentic AI platform amidst external IT developments.

Wall Street Calls Snowflake a Top AI Infrastructure Pick

Benchmark rates Snowflake as a Buy with a $190 target, highlighting its role in the $500B AI Data Cloud market.

The Quantum Computing ETF That Could Be Bigger Than AI, and 2 Tech Funds Riding the Same Wave

Quantum computing is transitioning from research to enterprise applications, with investment strategies focusing on infrastructure and diverse portfolios.

#ibm

IBM and Arm partner to run AI software on mainframes, no date yet

IBM and Arm collaborate to enable Arm-based software on IBM Z and LinuxONE mainframes for enterprise transactions.

Arm works with IBM to deliver flexibility on mainframe | Computer Weekly

IBM and Arm are collaborating to create dual-architecture hardware for enterprise AI and data-intensive workloads.

IBM and Arm partner to run AI software on mainframes, no date yet

IBM and Arm collaborate to enable Arm-based software on IBM Z and LinuxONE mainframes for enterprise transactions.

Arm works with IBM to deliver flexibility on mainframe | Computer Weekly

IBM and Arm are collaborating to create dual-architecture hardware for enterprise AI and data-intensive workloads.

Google taps Intel for another round of custom network chips

Google continues collaboration with Intel for SmartNICs, opting for established technology over developing its own solutions like AWS's Nitro NICs.

VC Eclipse has a new $1.3B to back - and build - 'physical AI' startups | TechCrunch

Eclipse Ventures is focusing on investments in physical AI and related technologies, aiming to create an ecosystem of startups across various sectors.

Microsoft exec suggests AI agents will need to buy software licenses, just like employees

AI agents may require their own identities and licenses, potentially expanding software revenue despite concerns about reduced human interaction.

The AI gold rush is pulling private wealth into riskier, earlier bets | TechCrunch

Family offices are increasingly investing directly in AI startups, bypassing traditional venture capital due to the urgency of the AI boom.

#broadcom

Tech industry

"Negative" views of Broadcom driving thousands of VMware migrations, rival says

Broadcom's Long-Term Google TPU Deal Is Bigger Than It Looks for AI Infrastructure

Broadcom's long-term agreement with Alphabet for custom TPUs enhances revenue visibility and positions the company for significant growth in AI semiconductor revenue.

Tech industry

Anthropic reveals $30bn run rate, plan to use new Google TPU

"Negative" views of Broadcom driving thousands of VMware migrations, rival says

Customer dissatisfaction with Broadcom's VMware takeover has led to significant migrations to Nutanix, with claims of 30,000 customers switching platforms.

Broadcom's Long-Term Google TPU Deal Is Bigger Than It Looks for AI Infrastructure

Broadcom's long-term agreement with Alphabet for custom TPUs enhances revenue visibility and positions the company for significant growth in AI semiconductor revenue.

Anthropic reveals $30bn run rate, plan to use new Google TPU

Broadcom will develop next-gen AI chips for Google and supply components for AI racks, with Anthropic set to consume 3.5GW of TPUs.

more#broadcom

fromTNW | Google

Demis Hassabis says Google DeepMind had to return to its startup roots after the Brain merger

Google DeepMind has accelerated its pace by merging resources and adopting a startup culture, focusing on rapid innovation and collaboration.

Meta commits another $21 billion to CoreWeave, bringing total AI cloud spend to $35 billion

Meta has committed an additional $21 billion to CoreWeave for AI cloud capacity, raising their total partnership value to approximately $35 billion.

AWS boss explains why investing billions in both Anthropic and OpenAI is an OK conflict | TechCrunch

Amazon's $50 billion investment in OpenAI reflects its experience managing conflicts of interest in competitive partnerships.

Andy Jassy is so bullish on Amazon's chips that he took a rare shot at Nvidia

Amazon is advancing its AI chip business, Tranium, to compete with Nvidia, emphasizing better price-performance and significant growth in revenue.

fromSilicon Canals

Why Anthropic is locking in 3.5 gigawatts of compute years before it comes online - Silicon Canals

Anthropic signed a major deal with Google and Broadcom for 3.5 gigawatts of compute capacity, signaling consolidation in the AI industry.