- News
Even Google Is Running Out of AI Compute to Sell
Google capped Meta's Gemini access in March as demand exceeded supply, delaying internal AI projects and forcing Google into a $920M/month SpaceX deal.
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Reflection AI Locks In $6.3B SpaceX Compute Deal
Reflection AI will pay $150M/month for access to SpaceX's Colossus 2 data center, making Musk's infrastructure company a major compute supplier for frontier AI.
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Canada Commits $2B to AI: 250K Jobs and $200B Growth Target
PM Carney's national AI plan commits $2B+ to compute access, AI literacy, and SME adoption, aiming to lift national AI adoption from 12% to 60% by 2034.
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Google Signs $920M/Month SpaceX Deal to Scale Gemini AI
Google will pay SpaceX $920 million a month for 110,000 NVIDIA GPUs, providing bridge capacity for surging Gemini Enterprise adoption.
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Anthropic's Compute Bill: $1.25 Billion a Month to xAI
SpaceX's S-1 filing revealed Anthropic pays xAI $1.25B monthly for Colossus compute, what AI infrastructure costs and what it means for enterprise buyers.
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Anthropic Signs $1.8 Billion Computing Deal With Akamai
Anthropic locked in a seven-year, $1.8B infrastructure deal with Akamai, the biggest in Akamai's history, as Claude demand hits record highs.
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Anthropic Gets 220k SpaceX GPUs, Lifts Claude Rate Limits
Anthropic secures all compute at SpaceX's Colossus 1 data center (220k Nvidia GPUs, 300MW capacity) and lifts rate limits for paid Claude subscribers.
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Anthropic Eyes UK Startup Fractile for Inference Chips
The Information reports Anthropic is exploring a fourth chip supplier with Fractile's SRAM-based design that claims 25x faster inference at one-tenth the cost.
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Google and Intel Deepen AI Infrastructure Alliance
Google and Intel announce a multiyear AI infrastructure pact, co-developing custom IPUs and aligning Xeon CPUs across generations of Google Cloud.
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Anthropic Is Building Its Own AI Chips to Power Claude
Reuters reports Anthropic is weighing custom chip design as Claude demand surges past $30B ARR, mirroring similar moves by OpenAI and Meta.
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CoreWeave Signs $6.8B Deal to Power Anthropic's Claude
Anthropic signs a $6.8B multi-year GPU deal with CoreWeave for Vera Rubin compute, as 9 of 10 top AI providers consolidate on one cloud platform.
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Anthropic Hits $30B ARR as Google-Broadcom TPU Deal Scales
Anthropic signs a 3.5GW TPU expansion deal with Google and Broadcom while revenue triples to $30B ARR and enterprise customer count doubles.
