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Google DeepMind’s 100-Agent Math Swarm Spread Fake Proofs in 27...MCP SDK Starter Guides Leave Authorization Outside the HTTP Set...TeraWulf’s $3.2B AI Campus Exposes Gaps in Safety and Power Acc...Matt Clifford to Leave ARIA After Anthropic Role Draws Conflict...Uber Caps AI Coding Spend at $1,500 After Its 2026 Budget Ran O...HPE Issues Oracle Warrants in AI Network Deal With Financing an...Google DeepMind’s 100-Agent Math Swarm Spread Fake Proofs in 27...MCP SDK Starter Guides Leave Authorization Outside the HTTP Set...TeraWulf’s $3.2B AI Campus Exposes Gaps in Safety and Power Acc...Matt Clifford to Leave ARIA After Anthropic Role Draws Conflict...Uber Caps AI Coding Spend at $1,500 After Its 2026 Budget Ran O...HPE Issues Oracle Warrants in AI Network Deal With Financing an...
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Showing 1-5 of 5Results matching "Oracle Cloud Infrastructure"

Today

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PartnershipInfrastructure

HPE Issues Oracle Warrants in AI Network Deal With Financing and Telemetry

The newly detailed terms add stock warrants, support, financing capabilities and network-monitoring work around Oracle’s prospective global Juniper deployment. HPE has issued Oracle warrants to buy HPE common stock under an AI networking collaboration that also includes financing capabilities, multi-year support services and joint telemetry work. Large GPU clusters rely on the network to move data among machines.

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Last week

3 stories
PartnershipInfrastructure

Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With Jane Street

The reported agreement gives the trading firm access to Crusoe’s cloud infrastructure for AI training and inference, but it does not connect the $13 billion commitment to a specific site or amount of capacity. Bloomberg reported the private agreement September 3, citing people familiar with the matter who requested anonymity. The reported deal arrives after Crusoe’s June capacity disclosure.

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PartnershipInfrastructure

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. Figure has signed a partnership with Nscale to deploy up to 100,000 GPUs on NVIDIA ’s Vera Rubin platform for training Helix, its AI model for general robotics and humanoid robots. The Nscale agreement is intended to supply the compute side of that equation.

3 min readRead story

August 2026

1 story
ResearchInfrastructure

UBS Sees $4.1 Trillion AI Infrastructure Buildout Through 2028

The forecast suggests the AI race is becoming a long-duration infrastructure commitment, not a short server cycle. The financial test is whether demand, utilization and cash flow can catch up with the capacity now being planned. UBS projects hyperscaler capital expenditures will total about $4.1 trillion from 2026 through 2028, a spending wave that would put annual outlays at $1.619 trillion by the final year.

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