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  4. Nvidia and AMD invest billions in Meta AI
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Hardware & Compute

Nvidia and AMD invest billions in Meta AI

Data Center Knowledge: Nvidia, AMD Commit $4B to Meta AI Buildout

Nvidia and AMD are deepening chip partnerships to secure long-term AI infrastructure business as Meta expands AI compute spending.

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Nvidia and AMD are each investing billions in Meta to deepen their chip partnerships as Meta raises money to expand its AI infrastructure spending. Nvidia announced a $3 billion investment and AMD committed $1 billion, with both companies positioning their chips and systems for Meta's AI agent and computing workloads. The investments reflect efforts by both chipmakers to secure long-term business with major technology companies that are rapidly increasing their AI compute spending. Analysts note that both companies view Meta's AI strategy as promising and are betting that supporting Meta's technology roadmap will lead to future purchases of their processors and GPUs.

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AI has come for Arizona’s water

A hulking gray giant rises from the desert. Inside, engineers create the force behind our phones and computers and appliances, our streaming services and search engines and chatbots and vibe-coded apps and websites. The complex is simultaneously massive and squat, dwarfed by the mountains that surround it, and it is endless. I drive past one building, and then another, and then the ground opens up where construction crews have dug up the earth so a third building can rise. Ther

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Meta plans up to $95 billion in stock sales to fund its AI buildout

Meta plans to sell new stock to raise money for its AI infrastructure buildout. The article Meta plans up to $95 billion in stock sales to fund its AI buildout appeared first on The Decoder.

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SpaceX locks in $40B GPU financing deal with Apollo

SpaceX has locked in a binding commitment for roughly $40 billion in financing to pay for AI chips and related data center equipment, the company disclosed in a regulatory filing Monday. In a statement, SpaceX called it the “largest committed GPU financing” ever.

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Oracle brings Google’s TPUs to its cloud, adds ChatGPT integrations

Oracle Corp. today announced plans to make Google LLC’s TPU artificial intelligence accelerators available through its public cloud. The initiative marks the first time the search giant is supplying the chips to another hyperscaler. According to CNBC, Oracle will also add Cerebras Systems Inc.’s wafer-scale accelerators and OpenAI Group PBC’s Jalapeño inference processor. The latter […] The post Oracle brings Google’s TPUs to its cloud, adds ChatGPT integrations appeared first on SiliconAN

Also reported by Data Center Knowledge

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xAI is buying out homeowners who promise not to sue over data center noise

xAI’s Southaven, Mississippi data center. | Photo by Brandon Dill / AFP via Getty Images A subsidiary of Elon Musk's xAI is offering to buy up homes in a Mississippi neighborhood, as long as residents don't join a lawsuit targeting the company's nearby data center and power plant, according to a report from The Guardian. A realtor going door-to-door in the Southaven neighborhood reportedly told one resident that xAI plans to purchase 418 homes, adding that 18 homeowners already

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Introducing the AI Chip Imports explorer

Our explorer uses customs records to estimate national shares. Since 2022, 72% of AI compute has ended up in the US and about 10% in China, including chips China makes itself.