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Nvidia faces growing competition in the AI chip market. But the chip designer has found a way to make money even from its rivals’ chips.
During its annual GTC developer conference last week, the company unveiled a new server rack designed to run chips made either by Nvidia or by its rivals. The new racks include networking technology that connects the chips on each rack, ensuring that they can communicate quickly and reliably, according to two people with knowledge of the project.
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Related Digital and Blackstone finalized financing for a $16 billion data center campus in Michigan being built for Oracle, the latest in a series of projects planned for Oracle to rent computing capacity to OpenAI. In a statement on Friday, Related Digital said the financing includes ... Read more ›
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This is going to be a fun week. First, Elon Musk and Sam Altman square off in a California court over the origins of OpenAI (for more details, see here). The final outcome probably won’t have a huge impact on the ChatGPT company—Musk’s chances of both winning the case and getting everything he wants from a victory seem unlikely, as we wrote here. No matter what happens, though, the courtroom... Read more ›
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The proposed California Billionaire Tax Act has gathered enough signatures to be presented to voters in the November election, The Wall Street Journal reported, citing people familiar with the matter. The controversial bill, put forward by the Service Employees International United Healthcare ... Read more ›
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The federal judge overseeing Elon Musk’s lawsuit against OpenAI granted Musk’s request to dismiss his fraud claims against the ChatGPT maker. Judge Yvonne Gonzalez Rogers’s ruling on Friday was in response to a proposal this month from Musk’s lawyers that the claims be dropped provided the court ... Read more ›
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Amazon has touted a deal to finally bring OpenAI to its Amazon Web Services cloud unit with a new offering geared toward running AI agents. But some AWS customers have shrugged at the announcement, in part because they’ve come to rely on other model makers in the three years since OpenAI set off the AI boom. Six firms that work with AWS, either as customers or as consultants to customers,... Read more ›
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Microsoft and OpenAI amended the terms of their arrangement, allowing OpenAI to sell its models on competing cloud providers, the companies said on Monday. The companies also scrapped a controversial clause in their deal that would have granted Microsoft a share of OpenAI’s revenue and certain ... Read more ›
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Before we get to today’s column, we’ve got an update in tech’s favorite relationship: OpenAI and Microsoft. As a result of a revision to their deal, Microsoft Azure no longer has exclusive rights to sell OpenAI models and that Microsoft no longer has to share 20% of the revenue it makes from selling OpenAI models on Azure with OpenAI. Both could be significant concessions and it’s hard to immediately gauge... Read more ›
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03.05.2026 02:13
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