Sources: the US has drafted a rule that would require countries whose companies buy large volumes of Nvidia and AMD AI chips to invest in US AI infrastructure
Draft rule would require countries to invest in America in exchange for advanced semiconductors — The US commerce department …
Anthropic plans to spend $50B on a US AI infrastructure buildout, starting with Texas and New York data centers in partnership with Fluidstack, opening in 2026
Anthropic announced plans Wednesday to spend $50 billion on U.S. artificial intelligence infrastructure buildout, starting with custom data centers in Texas and New York.
AI infrastructure company Crusoe acquires Israeli startup Atero, whose tech optimizes GPUs for AI workloads, in a cash and stock deal estimated at ~$150M
The US AI infrastructure company is acquiring the GPU management firm in a cash-and-stock deal. 25 Atero employees will become the company's development center in Israel.
Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...
OpenAI, SoftBank, and Oracle unveil The Stargate Project, a JV to invest in US AI infrastructure, committing $100B now and up to $500B over the next four years
OpenAI says that it will team up with both the Japanese conglomerate SoftBank and with Oracle, along with others, to build multiple data centers for AI in the U.S.