Anthropic has committed to spending roughly $200 billion on Google Cloud and TPU chips over the next five years, according to The Information. The massive deal secures five gigawatts of server capacity and represents over 40% of Google's cloud backlog. Why it matters: The cloud boom is increasingly riding on whether cash-burning AI startups can fulfill their astronomical compute budgets.
Nvidia and homebuilder PulteGroup just teamed up with Span to install wall-mounted mini data centers inside newly built homes. Each compact unit packs 16 Nvidia Blackwell GPUs, 4 AMD EPYC CPUs, and 3TB of RAM to run AI inference using unused residential power. It basically turns new homes into distributed nodes on a massive computing grid.
OpenAI just teamed up with NVIDIA, AMD, Broadcom, Intel, and Microsoft to release MRC, a new networking protocol for AI supercomputers. Published through the Open Compute Project, it sprays packets across hundreds of paths and routes around failures in microseconds. It is already powering massive GB200 clusters to train frontier models without disruption.
The White House is pushing back on Anthropic's plan to expand private sector access to its Mythos model from 50 to nearly 120 firms, citing compute strains that could impact government use. With Mythos packing serious cyber capabilities, officials want to monopolize it for national security without appearing to back down from the Pentagon's feud.
The White House is blocking Anthropic from expanding private-sector access to its Mythos model from roughly 50 to 120 firms, citing concerns that compute strain could hurt government access. Officials want the cyber-heavy model kept close for national security, creating an awkward split between wanting Mythos's capabilities and continuing the Pentagon's hard line.
OpenAI and AWS just expanded their strategic partnership, rolling out a limited preview of GPT-5.5, Codex, and OpenAI-powered Managed Agents on Amazon Bedrock. Enterprise developers can now run OpenAI's frontier models and coding workflows directly inside their existing AWS security and governance perimeter, with Codex usage counting toward AWS commitments.
OpenAI is working on its very own AI-first smartphone aimed at taking on the iPhone, according to analyst Ming-Chi Kuo. The company is reportedly partnering with Qualcomm and MediaTek on processors and tapping Luxshare for manufacturing, targeting mass production by 2028. Why it matters: Rather than replacing phones, OpenAI seems to think agentic AI will redefine them.
OpenAI and Microsoft just amended their partnership agreement, giving OpenAI the freedom to serve products across any cloud provider while keeping Azure as its primary launchpad. Microsoft's license to OpenAI's IP now becomes non-exclusive through 2032, and revenue-sharing terms have been streamlined. Basically, the industry's most influential AI alliance is transitioning into a more flexible, open relationship.
OpenAI just published five core principles to guide its pursuit of AGI, pledging to keep superintelligence decentralized rather than locked in the hands of a few labs. The framework covers democratization, empowerment, universal prosperity, resilience, and adaptability. To make AI universally accessible, OpenAI plans to aggressively expand global infrastructure while collaborating with governments on pathogen and cybersecurity risks.
Meta just announced a massive deal with AWS to deploy tens of millions of custom Graviton CPU cores to power its agentic AI systems. Autonomous agents require substantial CPU horsepower to reason and execute complex tasks, and AWS Graviton5 chips bring faster processing and higher bandwidth. The move makes Meta one of AWS's largest Graviton customers as it aggressively diversifies its compute fleet.
Google is investing up to $40 billion in Anthropic, committing an immediate $10 billion at a $350 billion valuation with another $30 billion tied to performance targets. The deal also locks in 5 gigawatts of Google Cloud compute over the next five years to power Claude.
Google just unveiled its eighth-generation TPUs at Cloud Next, splitting the lineup into TPU 8t for training and TPU 8i for inference. Co-designed with Google DeepMind, the 8t delivers 121 ExaFlops per 9,600-chip superpod, while the 8i cuts reasoning latency with 80% better performance-per-dollar. It is Google's biggest hardware push yet to custom-build data centers around multi-agent workflows.
Penn physicists just demonstrated an all-light switch using hybrid particles called exciton-polaritons, cutting energy consumption to around four quadrillionths of a joule. By giving photons the interactive ability of matter, the breakthrough could eliminate the need to repeatedly convert signals between light and electricity in photonic AI chips.
OpenAI just agreed to spend over $20 billion on Cerebras-powered servers over the next three years, doubling a prior deal to meet surging inference demand. OpenAI is also contributing $1 billion for data centers in exchange for warrants that could yield up to a 10% equity stake, giving Cerebras massive momentum ahead of its planned Q2 IPO.
Struggling shoe brand Allbirds is selling off its core assets and rebranding as NewBird AI to raise $50 million for high-performance GPUs and cloud computing. The announcement sent its stock soaring over 600 percent. While the company claims it will solve compute shortages, experts call it classic shell exploitation to chase AI hype rather than a real pivot.
Meta just expanded its partnership with Broadcom to co-develop multiple generations of its custom MTIA AI chips. Built on Broadcom's XPU platform and high-bandwidth Ethernet networking, the rollout kicks off with over 1 gigawatt of capacity before expanding to multi-gigawatt scale. Broadcom CEO Hock Tan will also step down from Meta's board to serve as a custom silicon advisor.
NVIDIA just launched Ising, an open-source family of quantum AI models designed for processor calibration and real-time error correction. Its calibration model uses vision language processing to cut setup time from days to hours, while the decoding models run up to 2.5x faster than pyMatching.
CoreWeave just inked a multi-year deal with Anthropic to provide cloud infrastructure for training and deploying Claude models, with compute coming online later this year. The partnership means nine of the world's top ten AI model builders now run on CoreWeave, cementing its position as the go-to alternative to legacy cloud giants.
A hacker dubbed FlamingChina claims to have breached the National Supercomputing Center in Tianjin, stealing over 10 petabytes of classified defense and aerospace data. SentinelOne researchers reviewed leaked samples and called them credible. The attacker reportedly used compromised VPN credentials and a botnet to siphon data for six months undetected, asking for hundreds of thousands in crypto for full access.
Intel just partnered with Elon Musk's Terafab project to manufacture advanced AI chips for Tesla, SpaceX, and xAI. The ambitious initiative plans two specialized fabrication facilities in Austin to deliver 1 terawatt of annual compute capacity for robotics and data centers. The deal could provide a crucial lifeline for Intel's turnaround while cementing Musk's custom silicon ambitions.
