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Showing 1-5 of 5Results matching "CNBC"

Last week

3 stories

Aug 27, 2026Infrastructure

Partnership Infrastructure

AWS Plans 2 Million More Nvidia GPUs for 2027–28 Despite Its Own Chip Effort

The planned purchase gives Nvidia a major multiyear customer commitment, but the economics behind sustained AI infrastructure spending remain under scrutiny.

2 min

Aug 26, 2026Products

Partnership Products

Salesforce and Anthropic Put 37 Sales Skills Inside Claude With Claudeforce Pilot

The limited release puts Salesforce data and selected sales tasks in Claude while broader connections across Claude, Salesforce and Slack remain plans.

3 min

Aug 26, 2026Infrastructure

Partnership Infrastructure

Anthropic Reportedly Reserves 460 MW in $45B Nscale Deal, Targeting Late 2027

The reported agreement sets out a major future source of AI computing power, but the West Virginia facility is not expected to arrive until late 2027—leaving Anthropic’s nearer-term capacity pressure unresolved.

2 min

August 2026

2 stories

Aug 22, 2026Infrastructure

Partnership Infrastructure

Nvidia Reportedly Connects GPU Customers With Nordic Data Centers

The reported introductions put Nvidia closer to the bottleneck after a chip sale: finding powered sites where customers can install and run AI systems. The test is whether those conversations become commitments to buy or lease capacity.

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