The artificial intelligence money scramble continues all the way into the end of the year, as OpenAI may raise $10 billion from Amazon, perhaps part of as much as $100 billion from a range of investors, at a valuation of $750 billion. And Databricks is doing a $4 billion Series L round — first time ...

Artificial intelligence has now conquered the most hard-ass copyright defender of all — Disney — as the media giant did a $1 billion deal with OpenAI this week to allow use of a bunch of characters in its Sora video creation model. Disney CEO Bob Iger may feel he had no choice but to join the ...

This week was all about AWS re:Invent, the biggest cloud conference of the year — which also makes it by definition, these days, one of the biggest AI conferences of the year. The headlines from our 20 or so stories plus more interviews from theCUBE tell the story. But the gist is that if CEO ...

As investors start to care about returns from all the spending on artificial intelligence, accounting is becoming a big topic of concern. In his Breaking Analysis this week, Dave Vellante makes the case that GPUs have plenty of legs, quelling most concerns that lengthening depreciation times are a red flag. That said, Meta is particularly, ...

Those were sighs of relief you heard from investors after Nvidia reported better-than-expected earnings, putting off for awhile longer worries about an AI bubble. But they quickly turned into sighs of resignation. Nvidia’s stock ended up declining 3% on Thursday as enthusiasm for richly valued tech stocks wore thin, even for the wealthiest of them ...

Data centers must be the most boring buildings in the world to look at, but it’s hard to keep our eyes off them these days. Anthropic said this week it’s going to spend $50 billion on data centers just in the U.S. Meta just did a $3 billion deal with Nebius — and the only ...

Big artificial intelligence infrastructure deals are multiplying as everyone scrambles for compute capacity. Amazon Web Services did a $38 billion deal to provide OpenAI with compute and a $5.5 billion deal with Cipher Mining to hedge its bets, while Microsoft is spending $7.9 billion to quadruple its capacity in the UAE and did its own ...

Nvidia kept pressing its advantage in AI chips this week at its first Washington, D.C.-based conference, marshaling a lot of friends in support of all its technologies, from HPE and Nokia to Samsung, which is teaming up to build an AI Megafactory for chip manufacturing and more. To underscore that point, Nvidia’s market cap just hit $5 ...

Despite a rising drumbeat of worries about an AI bubble, AI clouds and factories keep growing like crazy. Just this week, Anthropic and Google announced a multibillion-dollar cloud deal, “neocloud” Crusoe raised $1.3 billion and Uniphore raised $260 million. In addition, OpenAI, Oracle and Vantage announced a new $15 billion data center in Wisconsin. For a ...

Salesforce tripled down on AI agents at Dreamforce this week, but it’s still not clear despite CEO Marc Benioff’s insistence that his own company is benefiting massively from them that most enterprises are ready for large-scale deployment. That’s going to require many things, but one big one is to ensure the resilience of their data. ...