5 articles about infrastructure
NVIDIA's first custom CPU — 88 Olympus cores, 1.2TB/s memory bandwidth, up to 1.8x faster per-core agentic performance — ships at scale to AWS, Oracle, Anthropic, OpenAI, and SpaceXAI.
Anthropic announced a $10 billion computing deal with cloud startup Volta MT, alongside launching Claude Opus 5 which scored 42/42 on the IMO 2026 benchmark and 30.2% on ARC-AGI-3. The deal extends Anthropic's compute buildout amid the industry's escalating investment race.
Nvidia is negotiating a $250 billion guarantee for OpenAI's data-center leasing projects, with up to $350 billion in additional direct customer financing under discussion. The company sits on confirmed orders approaching $1 trillion through 2027.
AMD announced a $5 billion strategic investment in Anthropic, including a partnership to develop custom AI chips optimized for Claude's training and inference workloads. The deal represents AMD's biggest push into AI infrastructure.
The Vera Rubin Stack aims to tackle latency, cost, and security bottlenecks for agentic and physical AI at scale.