Tag: Compute

All coverage under this tag.

TrendSep 15, 2026 · 2 min read

AI Infrastructure's Trillion-Dollar Bet and the Bubble Question

Per MIT Technology Review, hyperscalers spend ~$750B this year and over $1T next on data centers, but need a 2.7x productivity jump by 2030 to break even—or risk the 'largest misallocation of capital in history.'

Data Centers Compute Energy

FundingSep 22, 2025 · 2 min read

Nvidia Plans Up to $100B in OpenAI: 10 Gigawatts Bind the Two Giants Together

On September 22, 2025, Nvidia and OpenAI signed an LOI to deploy at least 10GW of Nvidia systems, with Nvidia investing up to $100 billion as each gigawatt lands.

NVIDIA OpenAI Compute

FundingSep 10, 2025 · 1 min read

$300 Billion Over Five Years: OpenAI and Oracle Sign One of History's Largest Cloud Deals

In September 2025 OpenAI signed a five-year, $300 billion compute contract with Oracle starting in 2027, sending Oracle shares soaring.

OpenAI Oracle Compute