AI compute is the specialized processing power needed to train and run AI models, and its supply has become a central constraint on the industry. This hub covers the GPU and data-center capacity race, shortages, and the deals that secure compute.
Monzo co-founder Tom Blomfield is taking leave from Y Combinator to join Anthropic's compute team, as the AI lab races to secure the computing power it needs to keep scaling Claude.
Read more →Meta plans to begin manufacturing its in-house "Iris" AI chip in September, aiming to double its data center computing capacity to 14 gigawatts by 2027, an internal memo reviewed by Reuters shows.
Read more →AI compute is the specialized processing power needed to train and run AI models. Demand has far outpaced supply — here is why the shortage persists and what it means for the industry.
Read more →Google told Meta in March it could not supply the computing capacity Meta had requested for its Gemini AI usage, disrupting internal projects and forcing Meta to push employees toward its own models.
Read more →The Google DeepMind spinoff signed a three-year, $6.3 billion computing contract with SpaceX's Colossus data center, giving it the GPU scale needed to challenge closed AI giants with open-weight models.
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