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3 articles tagged with “nvidia”

Texas Just Halted New Data Centers as Anthropic Signs a $10 Billion Cloud Deal. Here's What Both Stories Actually Mean.
AI agents

Texas Just Halted New Data Centers as Anthropic Signs a $10 Billion Cloud Deal. Here's What Both Stories Actually Mean.

Texas froze new data center construction the same day Anthropic inked a $10B cloud deal with startup Volta. The two stories together reveal exactly where the AI infrastructure crunch is heading.

Aug 4, 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
Nvidia Has Already Committed $40 Billion to AI Equity Deals in 2026. Here's What That Actually Means.
AI tools

Nvidia Has Already Committed $40 Billion to AI Equity Deals in 2026. Here's What That Actually Means.

Nvidia has poured $40B into equity AI deals in just the first five months of 2026. This isn't typical investing, it's a strategic bet on controlling the AI ecosystem.

May 10, 20267 min