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Money and compute· Section

Money and compute

Prices and plans, deals and funding, and the compute behind them: chips for rent, the memory and power they need, the sites that come online, and what a GPU hour costs.

59
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11
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Newest first · read on screen, counted from 15 Oct · most read marked
15 Nov Google and Nvidia would each buy about $10.0 billion of Anthropic stock 5 1 source
14 Nov Menlo Ventures estimates 2026 enterprise AI coding spend at $34.0 billion 1 source
14 Nov Cerebras data centers are behind schedule, with credits and cancellation rights, CEO says 2 3 sources
13 Nov Jensen Huang resigns as Nvidia CEO; CFO Colette Kress is interim chief executive 10 sources
13 Nov Nebius expects $40-45 billion of capital spending in 2027, according to its letter to shareholders. 2 sources
12 Nov OpenAI listed ChatGPT Enterprise in AWS Marketplace on 9 Nov; eligible spend counts toward AWS commitments 1 source
11 Nov Alibaba said it plans to list data center chip unit T-Head in Hong Kong, with no assurance it will happen 1 source
11 Nov Anthropic starts its IPO roadshow at an expected $70.00 to $78.00 a share 2 2 sources
10 Nov How confidential computing protects data in use, and what falls outside it 2 sources
9 Nov Nvidia, Rebellions and SK Telecom plan a Korean inference system, with R200 systems expected in 2028. 1 source
9 Nov Nvidia's board opens an investigation after reports a foreign intelligence effort targeted Huang 1 3 sources
8 Nov Marvell agrees to buy Lumentum at a $115 billion implied enterprise value 2 sources
7 Nov What a market correction is, and the reasons offered for the AI fall 3 7 sources
7 Nov Sell-off does not signal an AI bubble burst, stockbrokers.com's Inskip says 3 sources
7 Nov Tech fall points to a correction, not a major downtrend, ICMA's Parker argues 3 sources
6 Nov Your AI vendor's incorporation and size decide whether its accounts are public 41 sources
6 Nov Anthropic's filing shows $974m operating income in June, a $567m loss in September 9 sources
5 Nov AMD agreed in September to buy spatial-intelligence lab World Labs for about $8.2 billion in stock 1 source
5 Nov AMD values its pending Taalas inference-chip purchase at about $2.9 billion 2 sources
3 Nov OpenAI launches Grid Protectors, aiming for future campuses to reduce power demand when the grid is strained 1 source
3 Nov Anthropic's amended S-1 reports a $567 million operating loss, blaming short-term compute 3 1 source
1 Nov What a revenue backlog counts, and what Alphabet's figure leaves out 2 1 source
1 Nov Amazon's release shows AWS sales up 39% to $46.0 billion last quarter 2 sources
1 Nov Google Cloud revenue rises 103% to $30.7 billion, Alphabet reports 1 2 sources
1 Nov Anthropic renames Max 20x as Claude Ultra; unverified accounts get a temporary limit 1 1 source
31 Oct Gemini 4 Argon used almost 25 trillion tokens in 72 hours, Pichai says 2 sources
30 Oct Oracle says Nvidia Vera Rubin NVL72 racks are generally available, price not given 1 source
30 Oct Meta prices $25bn stock sale as Nvidia and AMD cite Muse AI agents 5 sources
28 Oct Anthropic offers governments 40% off Claude through a new GSA agreement 1 source
27 Oct Anthropic files S-1 for Nasdaq IPO, reporting $16.3bn half-year revenue Most read · 6 2 sources
27 Oct Anthropic's S-1 lists compute commitments it must generally pay whatever its revenue 2 1 source
27 Oct SpaceX commits to about $40bn GPU lease with Apollo-managed lessor 2 sources
24 Oct Altman tells Stanford OpenAI is betting on robots that build data centres 4 2 sources
24 Oct Nvidia chief Jensen Huang says a gigawatt of data centre costs about $50bn 4 2 sources
23 Oct OpenAI will bring its models and Codex to Google Cloud 1 1 source
22 Oct Microsoft lets Azure customers keep root encryption keys outside Azure Most read · 6 1 source
22 Oct Nvidia names six supply-chain partners to expand chip manufacturing capacity 1 1 source
22 Oct Nvidia announced an OpenShell reference architecture for AI agents at GTC Berlin and named European cloud partners. 1 source
21 Oct Google Public Sector says Nvidia Blackwell B300 GPUs are generally available on Google Distributed Cloud. 1 source
21 Oct SpaceX reports $14.6 billion third-quarter revenue and a profit 3 1 source
21 Oct Google made TorchTPU, its native PyTorch stack for TPUs, open source on GitHub, co-developed with Meta's PyTorch team. 1 1 source
21 Oct Google chief Pichai says frontier compute is non-negotiable 3 2 sources
19 Oct Cohere says it has a proposed agreement to acquire the security company AISLE. 1 source
19 Oct Disney agreed to hire most of Character's staff, filing says 2 sources
19 Oct Anthropic says it will commit 5% of its shares to a new Public Benefit Fund. 1 source
18 Oct Huang tells Fridman he favours being selective on export controls 2 sources
17 Oct Huang says Nvidia is probably running about 40% of cloud providers' capex 2 sources
16 Oct TSMC announced third-quarter net income of NT$763.06 billion, up 68.7% year over year. 1 source
14 Oct Zuckerberg says Meta's compute risk depends on AI overall working 3 4 sources
11 Oct SemiAnalysis's Patel: a trillion in AI capex needs $250 billion of revenue a year 1 source
11 Oct How a gigawatt of power relates to the size of AI data centres 6 sources
9 Oct Hexaware says it becomes a Preferred Partner in Anthropic's Claude Partner Network under a multi-year deal. 1 source
9 Oct Anthropic commits $150 million over three years to the Genesis Mission, with Claude for federal agencies. 1 source
8 Oct Anthropic halves the Sonnet 5.5 cache-read price to $0.10 per million tokens 1 source
4 Oct Amazon says it dropped nondisclosure agreements with agencies on data centres and will add over $1 billion in five years. 1 source
4 Oct How spend caps work on AWS and Google Cloud 11 3 sources
1 Oct Nvidia’s board authorised another $150 billion of buybacks, leaving $235 billion remaining. 1 source
29 Sep AMD agrees to acquire World Labs in all-stock deal 1 source
25 Sep Akamai signs $11.6bn, seven-year compute deal with Anthropic 1 source

Money and compute

Prices and plans, deals and funding, and the compute behind them: chips for rent, the memory and power they need, the sites that come online, and what a GPU hour costs.

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