How Tech’s Biggest Companies Are Offloading the Risks of the A.I. Boom - The New York Times

kept by eddie dec 16, 25

Tech giants are structuring data center investments to shift the financial risks of the AI boom to partners and investors.

A Deluge of A.I. Computing Power Is About to Come Online, Fueling Major Leaps - The New York Times
AI chip count will double roughly every nine months, reaching about 200 million H100‑equivalent units by 2028 as massive data‑center construction ramps up worldwide.
also on #data-centers, Amazon, Microsoft, #infrastructure, Google, #ai
Higher usage limits for Claude and a compute deal with SpaceX
Anthropic doubles Claude Code rate limits and API capacity for Opus models, enabled by a new compute partnership with SpaceX's Colossus 1 data center.
also on #data-centers, Amazon, #cloud-computing, #infrastructure, Google, #business-strategy, #ai
About Those "Hackquisitions"...
Big tech's early 'hackquisitions'—talent deals without full acquisitions—have largely failed, with key hires departing quickly and internal chaos ensuing.
also on Amazon, Meta, Microsoft, Google, #business-strategy, #ai
How H-1B visa changes are fueling tech hiring in India - Rest of World
U.S. tech giants are sharply increasing hiring in India due to H-1B visa restrictions, with AI and deep tech roles dominating new openings.
also on Amazon, Meta, Microsoft, Google, #business-strategy, #ai
Is AI Really Eating the World? - philippdubach.com
AI models are commoditizing, shifting value to applications and integration over model providers, despite massive infrastructure spending.
also on Meta, Microsoft, #cloud-computing, Google, #business-strategy, #ai