The AI data center deals that no one can verify

kept by eddie jan 13

AI infrastructure deals lack standardized verification, making headline numbers appear as binding commitments when they are actually contingent options.

Run AI Models Locally: A New Laptop Era Begins - IEEE Spectrum
The push to run AI models locally is driving the biggest change in laptop architecture in decades, with new NPUs, unified memory, and Microsoft's AI Foundry.
also on AMD, #ai
OpenAI slams Anthropic in memo to shareholders as rival gains momentum
OpenAI told investors that Anthropic operates on a smaller compute curve, claiming it will have 30 GW by 2030 versus Anthropic's 7-8 GW by 2027.
also on Broadcom, #data-centers, #competition, OpenAI, #business-strategy, #ai
OpenAI unveils its first custom chip, built by Broadcom
OpenAI unveiled its first custom inference chip, Jalapeño, designed with Broadcom and assisted by OpenAI's own models, claiming better performance-per-watt.
also on Broadcom, Nvidia, #competition, OpenAI, #business-strategy, #ai
OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals — company now prefers to lease compute and says Stargate is an umbrella term
OpenAI has abandoned building first-party Stargate data centers in favor of leasing compute from third parties like Oracle and Microsoft.
also on Oracle, #data-centers, OpenAI, #business-strategy, #ai
OpenAI Stargate: where the US sites stand
OpenAI's $500 billion Stargate project has seven US sites under construction totaling over 9 GW, with 0.3 GW already operational in Abilene, Texas.
also on Oracle, #data-centers, OpenAI, #ai