China’s AI chip shortage turns into a capacity problem
China’s AI chip shortage turns into a capacity problem is reframed for global technology readers, preserving the key numbers, claims and open questions.
Compute News and Analysis
9 verified stories covering Compute, product updates and industry developments.
OpenAI reportedly halves inference costs
OpenAI engineers found software optimizations that cut inference costs by more than half for free ChatGPT traffic, according to The Information.
Google’s compute crunch reportedly cuts Meta’s Gemini access
Google’s compute crunch reportedly cuts Meta’s Gemini access
DeepSeek brings peak-and-off-peak pricing to model APIs
DeepSeek brings peak-and-off-peak pricing to model APIs
Reflection AI signs a $6.3B compute deal with SpaceX
The young open-source AI lab agreed to rent Nvidia GB300 capacity from SpaceX’s Colossus 2 data center, a deal that can run to 2029 and highlights compute as the scarcest asset.
OpenAI posts $5.7B revenue and $21.3B loss
OpenAI's Q1 figures show explosive revenue growth paired with losses and compute commitments that will define any IPO debate.
AMD-backed TensorWave raises 350 million dollars
TensorWave is building an AI cloud entirely around AMD Instinct GPUs, testing whether customers will pay for a serious Nvidia alternative.
SoftBank Plans a €75 Billion AI Data Center Bet in France
SoftBank wants to build 5 GW of AI data center capacity in northern France, tying Masayoshi Son’s infrastructure wager to Europe’s nuclear power advantage.
Anthropic to Pay SpaceX $45B Over Three Years for Compute
Anthropic will pay SpaceX $1.25 billion monthly for GPU compute from the Colossus cluster, totaling $45 billion over 36 months.