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Showing 1-10 of 10Results matching "Figure AI"

Today

1 story

4 hours agoInfrastructure

Partnership Infrastructure

Figure Signs $3.5B Nscale Deal for Up to 100,000 GPUs for Humanoid AI

The partnership gives Figure a path to far larger training capacity, but its first Texas deployment is still targeted for the second half of 2027.

3 min

Yesterday

1 story

YesterdayInfrastructure

Partnership Infrastructure

SpaceX’s External Compute Deals Add a Potential Rival for CoreWeave

A confirmed Anthropic arrangement and reported outside-customer contracts put more large-scale AI capacity into the market. The unanswered question is whether it can become a repeatable cloud service.

2 min

Last week

4 stories

Aug 26, 2026Infrastructure

Partnership Infrastructure

AWS Plans 2 Million Nvidia GPUs for 2027–28 and Federal AI Factories

The partnership reaches beyond GPU supply into CPUs, networking and AWS’s own Trainium chips. The largest capacity commitment remains a future deployment, making execution on the shared infrastructure the central test.

3 min

Aug 25, 2026Infrastructure

Partnership Infrastructure

IBM and Arm Design Future Z Processor to Run Arm-Native Linux Alongside z/OS

The planned processor is meant to bring software built for Arm into IBM’s high-reliability systems while retaining the z/OS and Linux environments customers already use.

2 min

Aug 25, 2026Infrastructure

Partnership Infrastructure

Cisco and Nvidia Move Secure AI Factory to Rack Scale, Targeting September Orders

The package shifts the sales pitch from individual GPUs to a pre-validated system. Cisco still must show that its promised deployment acceleration holds up in customer data centers.

4 min

Aug 24, 2026Infrastructure

Partnership Infrastructure

NVIDIA Invests in Lancium, Linking DSX Designs to a 15+ GW AI Campus Pipeline

The deal joins capital, AI-system designs and claimed power-secured sites. Its commercial case now depends on turning a development portfolio into operating GPU campuses with the promised power efficiency.

3 min

August 2026

4 stories

Aug 22, 2026Infrastructure

Partnership Infrastructure

Together AI Secures $240 Million IBM Cloud Buildout for Open-Source Inference

The agreement gives Together AI a planned dedicated IBM Cloud system for serving enterprise open-source models. The commercial test will be whether the 2027 deployment delivers better service performance and token economics at its reported scale.

3 min

Aug 22, 2026Infrastructure

Partnership Infrastructure

Anthropic Plans Up to 2 GW of AMD AI Capacity. Nvidia Still Has the Lead.

The planned MI450 deployment gives AMD a major prospective customer for its new Helios rack. Converting that commitment into shipped, working systems and revenue is the test of whether AMD can narrow Nvidia’s infrastructure advantage.

3 min

Aug 21, 2026Infrastructure

Partnership Infrastructure

Google Expands Marvell’s Chip Role Alongside Broadcom

Google’s supplier expansion creates a competitive question for Broadcom, while three widely cited AI-financing figures describe an active deal, an analyst projection, and an unconfirmed proposal—not one pool of committed capital.

3 min

Aug 19, 2026Infrastructure

Partnership Infrastructure

Google’s Marvell Warrant Puts Equity Behind Its TPU Supply Chain

Google has not bought the shares yet. But its right to do so is tied to purchasing targets through fiscal 2033, linking Marvell’s upside to a longer buildout around Google’s AI hardware.

3 min