AI Infrastructure

Microsoft AI Infrastructure

Three Mile Island Nuclear Plant to Reopen, Powering Microsoft Data Centers

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Chris McKay• September 20, 2024 • 2 min read

Microsoft has committed to a 20-year power purchase agreement, securing all of the plant's output to fuel its expanding data center operations across the Midwest and East Coast.

Microsoft AI Infrastructure

BlackRock, Microsoft, and Partners Launch $100 Billion AI Infrastructure Initiative

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Chris McKay• September 17, 2024 • 2 min read

The partnership will focus on expanding and creating new data centers to meet the growing demand for computing power needed to drive AI innovation. Additionally, GAIIP will invest in energy infrastructure to power these facilities.

Chips AI Infrastructure

Cerebras Launches Game-Changing AI Inference Service

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Chris McKay• August 27, 2024 • 2 min read

Their service can process Llama 3.1 8B at 1,800 tokens per second and Llama 3.1 70B at 450 tokens per second.

OpenAI Chips AI Infrastructure

OpenAI in Talks With Broadcom to Develop New AI Chip

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Chris McKay• July 18, 2024 • 1 min read

While creating a new chip is no easy feat, the potential payoff is significant. It could provide OpenAI with leverage in negotiations and reduce their reliance on a single supplier.

xAI Oracle AI Infrastructure

Musk’s xAI Calls off $10 Billion Oracle Server Deal

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Chris McKay• July 9, 2024 • 2 min read

Musk confirmed the decision in a post on X explaining that xAI's "fundamental competitiveness depends on being faster than any other AI company."

AI Infrastructure

U.S. Government to Invest $285M in Digital Twin Technology for Semiconductor Industry

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Chris McKay• May 6, 2024 • 1 min read

The CHIPS Manufacturing USA institute will focus on research related to semiconductor digital twin development, establishing shared physical and digital facilities, industry demonstration projects, and workforce training.

Venture Capital Startups AI Infrastructure

CoreWeave's Valuation Skyrockets to $19 Billion in Latest Funding Round

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Chris McKay• May 1, 2024 • 2 min read

The $1.1 billion investment comes just five months after a previous round that valued the seven-year-old company at $7 billion.

AI Infrastructure

Micron Receives $6.1 Billion in CHIPS Act Funding to Boost Domestic Semiconductor Manufacturing

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Chris McKay• April 25, 2024 • 1 min read

Micron's projects are expected to create approximately 75,000 jobs over the next two decades and will contribute to strengthening U.S. economic and national security.

Meta AI Infrastructure

Meta Unveils Next-Generation AI Inference Accelerator: MTIA v2

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Chris McKay• April 10, 2024 • 2 min read

The second generation of MTIA offers 3X improvements in performance over its predecessor while maintaining a close tie-in to Meta's specific workloads.

Microsoft Japan AI Infrastructure

Microsoft Invests $2.9 Billion in Japan to Boost AI and Compute Infrastructure

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Richard Banfield• April 9, 2024 • 2 min read

Microsoft has pledged to empower 3 million full-time and part-time workers in Japan over the next three years through AI skilling initiatives.

Intel AI Infrastructure

Intel Unveils Gaudi 3 AI Accelerator

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Chris McKay• April 9, 2024 • 3 min read

The Gaudi 3 chip is designed to bring choice and flexibility to global enterprises looking to deploy generative AI (GenAI) at scale.

AMD AI Infrastructure

AMD Unveils Next-Gen Versal AI Edge and Prime Series Gen 2 Devices

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Chris McKay• April 9, 2024 • 2 min read

The new Versal Series Gen 2 devices are designed to meet the growing demand for AI-enabled embedded applications. By integrating multiple compute engines on a single chip, AMD aims to deliver high compute efficiency and performance, with scalability from low-end to high-end systems.

Arm AI Infrastructure

Arm Unveils Ethos-U85 NPU and Corstone-320 Platform to Accelerate Edge AI

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Chris McKay• April 9, 2024 • 2 min read

The company expects devices based on this technology to run generative AI models as soon as next year.

Google AI Infrastructure

Google Unveils Axion, Custom Arm-Based Chips for Data Centers

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Chris McKay• April 9, 2024 • 2 min read

Axion promises improved performance, energy efficiency, and sustainability for cloud computing.

AI Infrastructure

U.S. to Award TSMC $6.6 Billion for Arizona Chip Factories

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Richard Banfield• April 8, 2024 • 2 min read

This investment is part of the government's efforts to strengthen US economic and national security by increasing domestic chip production and reducing reliance on foreign suppliers.

Microsoft OpenAI AI Infrastructure

Microsoft and OpenAI Plan $100 Billion Stargate AI Supercomputer

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Chris McKay• March 29, 2024 • 2 min read

This audacious vision underscores the transformative potential of AI and the lengths tech giants are willing to go to secure their place at the forefront of this revolution.

Intel AI Infrastructure

Intel to Receive $8.5 Billion in CHIPS Act Funding, Catalyzing $100 Billion Investment

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Chris McKay• March 20, 2024 • 2 min read

Today's announcement is the fourth and largest preliminary agreement under the CHIPS Act, following earlier agreements with GlobalFoundries, Microchip Technology, and BAE Systems Electronic Systems.

Groq AI Infrastructure

Groq Expands AI Ecosystem with Groq Systems Division and Definitive Intelligence Acquisition

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Chris McKay• March 4, 2024 • 2 min read

As part of the acquisition, Definitive Intelligence CEO Sunny Madra will lead GroqCloud, Groq's cloud platform that provides hardware documentation, code samples, and self-serve API access to the company's cloud-hosted accelerators.

Intel AI Infrastructure

Intel Lands Microsoft in $15B+ Foundry Deal for Custom AI Chips

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Chris McKay• February 22, 2024 • 3 min read

Intel Foundry offers customers from hyperscalers to startups leading-edge nodes manufactured on U.S. soil.

AI Infrastructure

Faster Than You Can Type: Groq's Lightning-Fast AI Chips Turns Heads

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Chris McKay• February 20, 2024 • 2 min read

In demos that went viral this week, demos on social media showcased the ability of Groq's LPUs to deliver near 500 tokens per second (T/s)

AI Policy AI Infrastructure

NVIDIA CEO Makes Case for Sovereign AI at World Governments Summit

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Chris McKay• February 12, 2024 • 2 min read

Huang underscored the critical importance of sovereign AI, suggesting it represents not just a technological advancement but a fundamental shift in how nations perceive and harness their digital assets.

AI Infrastructure NVIDIA

NVIDIA H100 GPUs Now Accessible via DigitalOcean's Paperspace

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Richard Banfield• January 18, 2024 • 2 min read

The NVIDIA H100 unlocks tremendous performance benefits for AI training and inferencing workloads, capable of reducing model iteration times from weeks to days.