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. ...

Artificial intelligence is changing the world of software even faster than its many proponents predicted. This week we saw several big moves by major companies to leverage AI to transform — let’s call it embrace and extend, as one software giant used to put it — the $900 billion enterprise software market. First up was ...

It’s funny how many tech leaders want government to get out of their way, until, oh right, they need government services to keep things running smoothly. The government shutdown could have big impacts throughout tech, from cybersecurity to artificial intelligence. Anthropic and OpenAI continue to battle tooth and nail with new AI models. Ain’t competition ...

That’s a crazy-seeming investment of $100 billion by Nvidia into OpenAI, its customer, but it’s in stages and you gotta put all that GPU money somewhere, so I guess, why not your customers? Well, reasons, but enterprise use of artificial intelligence sure isn’t slowing down yet, so AI startups aren’t slowing down either. Indeed, OpenAI ...

In a seminal announcement for the chip industry, Nvidia made a $5 billion investment in Intel Thursday. The plan for today’s and yesterday’s tech stars is to create joint CPU-GPU chips for both data centers and personal computers that combine Nvidia’s graphics processing units with Intel’s x86 central processing units, along with Nvidia’s fast NVLink ...

Cybersecurity is already the No. 1 challenge facing most enterprises, and now artificial intelligence is providing both potent new tools to battle attackers and making it easier for those attackers as well. CrowdStrike Holdings Inc. is aiming to leverage AI to give enterprises and their security operations centers more and better services so they can stay ...

With its latest earnings — more accurately, its almost unbelievable cloud backlog — Oracle suddenly catapulted itself into the top ranks of hyperscaler cloud providers. One big reason for that backlog: a stunning $300 billion deal to provide OpenAI with compute in that Project Stargate deal over the next five years. As a result of ...