Google and Blackstone just partnered to launch a $5B AI infrastructure venture offering standalone TPU compute-as-a-service, aiming to bring 500 MW online by 2027. Led by former Google VP Benjamin Treynor Sloss, the move lets enterprise buyers rent TPUs outside standard Google Cloud channels—creating a major custom-silicon rival to Nvidia-dominated neoclouds like CoreWeave.
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.
OpenAI just inked a massive five-year deal worth $11.9 billion with CoreWeave for AI data centers and infrastructure services. As part of the agreement, OpenAI will also receive around $350 million in equity tied to CoreWeave's upcoming IPO. The commitment secures vast GPU capacity for OpenAI while supercharging its partner's public debut.
Nvidia just swept all eight tests in the latest MLPerf training benchmarks, setting records across the board with its H100 GPUs. In one standout test, a cluster of 3,584 H100s run by CoreWeave completed a massive GPT-3 workload in under 11 minutes. Why it matters: The near-linear scaling proves Nvidia’s full-stack hardware and networking dominance remains virtually untouchable for training frontier AI.
