Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. β¦
Microsoft Is More Dependent On OpenAI Than The Converse was written by Timothy Prickett Morgan at The Next Platform.
Microsoft is not just the worldβs biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to OpenAI as it builds its latest GPT models. β¦
Microsoft Takes On Other Clouds With βBragaβ Maia 200 AI Compute Engines was written by Timothy Prickett Morgan at The Next Platform.
With the hyperscalers and the cloud builders all working on their own CPU and AI XPU designs, it is no wonder that Nvidia has been championing the neoclouds that canβt afford to try to be everything to everyone β this is the very definition of enterprise computing β and that, frankly, are having trouble coming up with the trillions of dollars to cover the 150 gigawatts to more than 200 gigawatts of datacenter capacity that is estimated to be on the books between 2025 and 2030 for AI workloads. β¦
Nvidiaβs $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket was written by Timothy Prickett Morgan at The Next Platform.
If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI inference is going to have to come down in price β and do so faster than it has done thus far. β¦
Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI was written by Timothy Prickett Morgan at The Next Platform.
Good Martin Luther King Day (US) to you! Β Chips in their many forms and the manufacturing of them dominated the HPC-AI industry ....
The post HPC News Bytes 20260119: Cerebras Breakout, Taiwanβs Chips-Tariff Deal, Apple-Intel Foundry Reunion, Hit Google AI Documentary appeared first on Inside HPC & AI News | High-Performance Computing & Artificial Intelligence.
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