最新 AI 资讯
Bengaluru-Based AI Startup Ringg AI Secures $10 Mn in Series A Extension Led by Peak XV
The Bengaluru-based startup plans to use the funds to expand its AI agents and enterprise operations across India and international markets.
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Gujarat Police Seeks AI System to Connect 80,000 CCTV Cameras
Participants will test their systems on about 50 cameras, tracking a designated vehicle and generating real-time alerts, movement histories, and GIS visualisation.
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India’s Next Global Legal Services Opportunity is Hiding in Its Data
The country has already demonstrated that it can become a global centre for technology, finance and business-process services. Legal Tech outsourcing could be the next frontier.
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Why Did Stripe Spend $8 Billion to Capture AI Spending?
“Would you keep production traffic on a gateway owned by the company that also settles your revenue?”
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DN Solutions Opens First India Plant With ₹600 Crore Investment, Targets Physical AI Manufacturing
The Korean machine tool maker said that it has deployed its full Phase 1 investment in Bengaluru and plans to expand local manufacturing, supplier development and engineering talent.
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Your Next Laptop Will Be Costlier, Thanks to AI Data Centres
Memory shortages are driving up prices for everything, from consumer electronics to NVIDIA AI servers, while squeezing PCs and smartphones.
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SpaceX Announces Starbase Louisiana Launch Site
The site is expected to support frequent Starship launches and expand SpaceX’s launch operations beyond Texas.
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Mystery Ox Alpha Revealed as GLM-5.3-Flash, Running Entirely on Chinese AI Chips
"This demonstrates that Chinese chips can support frontier-model inference efficiently and economically at scale,” said Z.ai.
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Why India’s Classrooms Can No Longer Teach the Way They Used To
“The purpose of education is to be able to create something. This will help us in creating products and technology.”
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Google DeepMind Takes India-Built Agri AI Models to 6 African Nations
Developed by Google DeepMind’s AnthroKrishi team, the models were initially trained to understand India’s agricultural landscape.
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Anthropic continues compute-gobbling streak in $45B deal with Nscale
Anthropic has signed a deal to rent about $45 billion in AI compute fromNscale, a British AI infrastructure company, a source familiar with the deal told TechCrunch. Nscale, founded only in 2024, has already cut deals withthe likes of Microsoftand will supply Anthropic with compute via Nvidia’s Vera Rubin chips, itsnew state-of-the-art chip system. The Vera Rubin system combines six different chips working in concert and is considered the cutting edge of chip design. The compute capacity is expected to start powering the AI lab’s services in late 2027, the source said. The deal, firstreported by Bloomberg, is only the latest in a spree of compute partnerships for Anthropic. Bloomberg writes that the deal spans six years, with the computing power coming from Nscale’sflagship data centerin West Virginia. Over the past eight months, Anthropic has aggressively scaled up its compute capacity in an effort to better compete with rivals, most notably OpenAI. Earlier this month, Anthropic signed a$10 billion dealwith AI cloud startup Volta —founded in January— securing a six-year supply of cloud computing power from a data center in Norway. In July, the company also signed a$5 billion compute-related dealwith AMD. A few months before that, in May, Anthropic revealed it had entered into alarge computing dealwith SpaceX (run by Elon Musk, whose rivalry with OpenAI CEO Sam Altman has made him an unlikely ally of Anthropic). That deal draws computing capacity from two different SpaceX data centers and isreportedlyproviding Anthropic with $1.25 billion worth of capacity each month. In April, Anthropic also signed a deal to significantly expand its partnership with Amazon, gaining access to anadditional 5 gigawattsof compute. That same month, the company alsoexpanded its relationshipwith Google and Broadcom, adding even more power capacity. Anthropic is hardly alone in its enthusiastic pursuit of more AI horsepower. The race to gobble up as much compute capacity as possible is ongoing, with other major players — including Google, OpenAI, and Meta — all following a similar track.
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Amazon just tripled its order of Nvidia chips over ‘surging demand’
Amazon and Nvidia just got a lot closer. The two companies announced Wednesday an expanded partnership that includes a deal to add another 2 million Nvidia GPU chips to Amazon’s data centers. These GPUs, which are designed to handle the heavy compute demands of training and running AI models, include Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs. The chips will head to Amazon Web Services’ data centers in 2027 and 2028. The announcement, made during Nvidia’s quarterly earnings call, comes just five months after Amazon agreed to deploymore than 1 million Nvidia GPUs across AWS infrastructure starting this year. Nvidia said in a statement that since then, “demand has exceeded those expectations.” Neither company shared financial terms. It’s unclear what the exact return will be for Nvidia. But considering GPU unit costs, the deal is worth tens of billions of dollars. The announcement is notable not just for its size and the speed in which it grew, but also because it extends beyond Amazon buying more Nvidia chips. And it’s happening even as Amazon invests in its own potentially competing AI chips. Nvidia said Wednesday that its technology, including the networking hardware that connects thousands of GPUs into one system, as well as its open models, CPUs, data processing software, and robotics platform, will also be integrated across AWS. The companies said “surging demand” from startups, enterprises, AI labs, and even governments influenced the decision to work more closely. The expanded partnership comes as Amazon ramps up its own AI chip efforts — particularly with CPUs, which are the general purpose processors at the heart of servers. Amazon has been building its own chips to lessen its dependence on Nvidia and even compete with the chip giant. Amazon’s AI chief Peter DeSantis has said that AWS is in talks tosell its Trainium chips— which are a direct alternative to Nvidia’s H100 or Blackwell chips for deep learning workloads — to other companies for use in data centers. Amazon’s Arm-builtGraviton CPUis also seen as a challenger to traditional server chips from Intel and AMD. Amazon has said itscustom chip businessis growing, noting on its last earnings call that it crossed a $25 billion annualized revenue run rate, driven by $225 billion in total commitments from AI labs like Anthropic and OpenAI. But, it seems Nvidia is still the GOAT in the world of AI chips. With the 2 million GPU chips Amazon is adding to AWS starting in the third quarter, Nvidia also plans to send an unspecified number of Vera CPUs, “some integrated with Rubin, others standalone,” according to Nvidia CFO Colette Kress. Nvidia CEO Jensen Huang has big plans for the company’s Vera CPUs, boasting back in May that he had found a“brand new $200 billion TAM”for the company. Aside from AWS, Kress said Wednesday that Nvidia expects Vera to be deployed by “every major hyperscaler, neocloud, AI lab, and system OEM, with shipments already underway to our lead partners,” which include Oracle and SpaceXAI. The partnership is also extending to Amazon’s warehouse robots and enterprise offerings. Kress said Amazon plans to adopt Nvidia’s full physical AI stack to power its fleet of robots. The stack includes Omniverse (its simulation and digital twin platform); Cosmos (its world model platform); Isaac (its robotics development platform); and Jetson (computing hardware for robots and edge AI). This week, Nvidia also introduced anew version of Jetsondesigned as a more accessible robotics computer for “entry-level edge AI.” On the enterprise side, AWS will serve Nvidia’s Nemotron family of open models on Amazon Bedrock, its managed foundation model platform, and SageMaker, its managed cloud service. Nvidia also reported Wednesday that it recorded sales of $96.2 billion for the second quarter, beating analyst estimates. Data center revenue made up the majority of Nvidia’s sales for the quarter at $89 billion, up 117% from a year ago. Nvidia said it expects revenue to reach $108 billion in the third quarter, some of which will come from its next-gen Rubin GPUs. Nvidia said it began production shipments this quarter. Investors have been looking out for Rubin’s initial Q3 sales for signs that demand will continue into Nvidia’s next generation of hardware. Nvidia has committed $279 billion to secure supply and manufacturing capacity for current and future data-center projects, up substantially from $119 billion last quarter, as the chipmaker looks to secure memory and manufacturing capacity to meet AI demand over the next few years. That commitment includes $92 billion in projected spending for the rest of the fiscal year and another $87 billion in fiscal year 2028. “The thing that matters for the industry is that AI is now doing productive and useful work,” Huang said during Wednesday’s call. “AI is generating profitable tokens… If we had more compute, we could generate more profitable tokens, which results in more profit for all of the services. This is the exact phase where we’re at, which is the reason why everybody’s leaning in.” Investors will be watching to see if additional compute indeed translates so neatly into additional profits as AI companies pour hundreds of billions of dollars into infrastructure.
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