Battle of the $100 Billion Deals: AMD & NVIDIA Both Pin Strategy Hopes on OpenAI
NVIDIA and AMD secured major OpenAI chip deals, with NVIDIA gaining partnership scale and AMD accepting dilutive warrants to secure anchor-tenant system-building status.
While OpenAI races to build AI data centers, Nadella reminds us that Microsoft already has them | TechCrunch
Microsoft has deployed its first Azure "AI factory" using thousands of Nvidia Blackwell Ultra GPUs and plans to roll out hundreds of thousands globally to run frontier AI workloads.