GPU Computing

Anthropic has committed to a massive $15 billion annual payment to SpaceX for access to the Colossus data centers, signaling a new era in the AI infrastructure arms race.

While the world focuses on Nvidia's H100 and Blackwell GPUs, the real secret to their trillion-dollar dominance lies in CUDA. This deep dive explores how software, not just silicon, created an unassailable moat for AI development.

Mistral AI has raised approximately $830 million in debt financing to establish its own data center near Paris, aiming for operational status by Q2 2026. This move signals a strategic shift toward infrastructure independence and European AI sovereignty.

Nvidia CEO Jensen Huang outlines a massive growth trajectory at GTC, emphasizing the 'OpenClaw' strategy for enterprise AI integration and the shift toward AI factories.

A comprehensive guide to watching the Nvidia GTC 2026 keynote, including a technical breakdown of expected announcements like Blackwell Ultra, Rubin architecture, and the impact on the LLM API ecosystem.

Nvidia's latest earnings report highlights a massive surge in data center revenue, driven by what CEO Jensen Huang calls the 'exponential' demand for AI tokens. We analyze the technical implications for developers and the shift toward Blackwell architecture.

Meta expands its data center infrastructure with a massive commitment to Nvidia's Blackwell, Rubin, Grace, and Vera architectures to power the next generation of Llama models.

The collaboration between Nvidia and Meta marks a shift from discrete chip purchasing to full-stack AI infrastructure, signaling a new era of 'system-on-a-rack' computing.