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Google Launches Voice AI in Gmail, Docs and Keep, With Business...Microsoft Releases MAI-Transcribe-2 at 10 Cents an HourFigure Signs $3.5B Nscale Deal for Up to 100,000 GPUs for Human...Trump Order Opens Path to Restrict Foreign Power Gear for AI Da...Cohere Publishes Agent-Tool Dataset, Finds 419 Occupations Have...OpenAI Teases Astra With 1979 Voice-and-Gesture Demo, but Leave...Google Launches Voice AI in Gmail, Docs and Keep, With Business...Microsoft Releases MAI-Transcribe-2 at 10 Cents an HourFigure Signs $3.5B Nscale Deal for Up to 100,000 GPUs for Human...Trump Order Opens Path to Restrict Foreign Power Gear for AI Da...Cohere Publishes Agent-Tool Dataset, Finds 419 Occupations Have...OpenAI Teases Astra With 1979 Voice-and-Gesture Demo, but Leave...

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Showing 1-15 of 15Results matching "Figure AI"

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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.

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Last week

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PartnershipInfrastructure

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. AWS plans to deploy 2 million additional Nvidia GPUs across its global infrastructure in 2027 and 2028 and plans U.S. government AI factories with 100,000 GPUs on secure AWS infrastructure.

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PartnershipInfrastructure

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. IBM and Arm have described a dual-architecture processor for future IBM Z and LinuxONE systems. It is designed to let Arm-native Linux run beside z/OS and existing Linux applications within the same enterprise system.

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PartnershipBusiness

Mistral and HUMAIN Put Hundreds of Millions Behind Saudi AI Plans, With Compute Terms Still Open

The partnership gives Mistral a route into Saudi infrastructure and regulated-industry sales, but its commercial value will hinge on terms not yet disclosed: the model, the customers, the capacity and the delivery plan. Mistral and HUMAIN have set out a sovereign-AI collaboration valued in the hundreds of millions of euros, spanning infrastructure, models and regional deployments.

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August 2026

6 stories
PartnershipInfrastructure

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. Together AI is lining up a dedicated, large-scale IBM Cloud cluster to serve open-source models to enterprise customers.

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PartnershipInfrastructure

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. Anthropic has committed to use up to two gigawatts of AMD MI450-series GPU capacity in the Helios rack platform, with the first gigawatt scheduled to begin in 2027.

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PartnershipBusiness

Palo Alto and NTT DATA Build a $1B Security Alliance Without Exclusivity

The deal gives Palo Alto Networks a deeper route into NTT DATA’s enterprise services operation, while NTT DATA retains the freedom to sell competing security products. Its $1 billion measure combines orders and contracts across both companies, making execution—not exclusivity—the central test. The headline figure is a sales target, not a single company’s reported revenue.

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PartnershipInfrastructure

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. Broadcom shares fell roughly 2% in premarket trading after Google expanded Marvell’s custom-chip role into accelerators, networking, and memory technologies.

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PartnershipInfrastructure

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. Google has secured a target-linked warrant to buy up to $12.2 billion of Marvell shares while expanding the chipmaker’s role in hardware attached to its Tensor Processing Unit, or TPU, ecosystem.

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