Reflection inks $1B compute deal with Nebius

Reflection AI has signed a $1 billion deal to access Nebius’s compute. Reflection was founded in 2024 and is developing open source AI technology.

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Nvidia is a victim of the compute marketplace it created

Having proven how valuable compute can be, the company finds itself at the center of a market everyone wants to be in — while simpler technologies and less interesting companies get rich on the sidelines.

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Alphabet plans to raise $80B to pay for AI buildout

“The company is experiencing strong demand for its AI solutions and services from enterprises and consumers, at levels that are exceeding the company’s available supply,” Alphabet said in its statement.

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How long is Anthropic’s lease with SpaceX? Opinions vary.

Elon Musk is publicly reframing xAI’s massive Anthropic compute deal as short-term and cancellable, despite SpaceX’s own S-1 filing describing payments through May 2029.

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Google to invest up to $40B in Anthropic in cash and compute

Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos model.

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Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand

Anthropic bulked up its compute deal with Google and Broadcom as the company has seen its run-rate revenue surge to $30 billion.

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Thinking Machines Lab inks massive compute deal with Nvidia

The multi-year deal involves at least a gigawatt of compute power and also includes a strategic investment from Nvidia.

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Mark Zuckerberg says Meta is launching its own AI infrastructure initiative

Meta is ramping up its efforts to build out its AI capacity.

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Nvidia launches powerful new Rubin chip architecture

Nvidia CEO Jensen Huang officially launched the company’s new Rubin computing architecture, which he described as the state of the art in AI computing.

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