Thinking Machines Lands Gigawatt Compute from Nvidia
Nvidia commits a gigawatt of Vera Rubin chips to Mira Murati's startup, a supply the FT values at tens of billions of dollars, alongside an undisclosed cash investment.
Deal
Nvidia Rules Out $100B OpenAI Bet as IPO Nears
Jensen Huang confirmed Nvidia's $30B OpenAI investment will likely be its last direct equity stake, killing the $100B pledge as OpenAI races toward a public listing at a $730B valuation.
Meta's $100B AMD Bet Is a Direct Shot at Nvidia
Meta and AMD signed a 6-gigawatt, multi-year GPU pact worth up to $100B - announced days after a separate Nvidia expansion, signaling Meta's deliberate strategy to break single-vendor dependence in AI compute.
