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AI chips

2 articles tagged with “AI chips”

Lambda Borrows $1 Billion to Buy Nvidia Chips and Lease Them to Microsoft. The AI Debt Machine Just Got a New Gear.
nvidia

Lambda Borrows $1 Billion to Buy Nvidia Chips and Lease Them to Microsoft. The AI Debt Machine Just Got a New Gear.

Neocloud Lambda raised $1B in private debt to buy Nvidia AI chips and lease them to Microsoft. It's the latest sign that debt, not equity, is funding the AI infrastructure boom.

Aug 28, 20266 min
OpenAI Just Unveiled Its First Custom Chip. Here's Why That Changes Everything About Who Controls AI Infrastructure.
nvidia

OpenAI Just Unveiled Its First Custom Chip. Here's Why That Changes Everything About Who Controls AI Infrastructure.

OpenAI's first custom silicon, "Jalapeño," built with Broadcom, targets inference workloads. Here's what it means for Nvidia, cloud providers, and the AI cost stack.

Jun 24, 20266 min