NEWS

News

Selected news, industry updates, and company developments.

Amazon just tripled its order of Nvidia chips over ‘surging demand’

Amazon and Nvidia just got a lot closer. The two companies announced Wednesday an expanded partnership that includes a deal to add another 2 million Nvidia GPU chips to Amazon’s data centers. These GPUs, which are designed to handle the heavy compute demands of training and running AI models, include Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs. The chips will head to Amazon Web Services’ data centers in 2027 and 2028. The announcement, made during Nvidia’s quarterly earnings call, comes just five months after Amazon agreed to deploy more than 1 million Nvidia GPU s across AWS infrastructure starting this year. Nvidia said in a statement that since then, “demand has exceeded those exp…

Anthropic continues compute-gobbling streak in $45B deal with Nscale

Anthropic has signed a deal to rent about $45 billion in AI compute from Nscale , a British AI infrastructure company, a source familiar with the deal told TechCrunch. Nscale, founded only in 2024, has already cut deals with the likes of Microsoft and will supply Anthropic with compute via Nvidia’s Vera Rubin chips, its new state-of-the-art chip system . The Vera Rubin system combines six different chips working in concert and is considered the cutting edge of chip design. The compute capacity is expected to start powering the AI lab’s services in late 2027, the source said. The deal, first reported by Bloomberg , is only the latest in a spree of compute partnerships for Anthropic. Bloomberg…