Graphics Processing Unit (GPU) - The Batch

Two figures, symbolizing Microsoft and Anthropic, handshake to represent partnership and collaboration.

Business

Microsoft and Anthropic Form Alliance: Claude becomes the first leading language model available from all three cloud giants

Having recently revised its agreement with longtime partner OpenAI, Microsoft pledged to invest billions of dollars in Anthropic, one of OpenAI’s top competitors.

Close-up of a violin scroll and pegs, symbolizing precision needed in fine-tuning AI models.

Machine Learning Research

Fine-Tuning Simplified: Thinking Machines’ new Tinker API makes it easier to fine-tune models on many GPUs

The first offering from Thinking Machines Lab, the startup founded by former OpenAI CTO Mira Murati, aims to simplify — and democratize — the process of fine-tuning AI models.

Business

OpenAI Strengthens Ties With AMD: OpenAI’s latest multibillion-dollar chip deal would give it 6 gigawatts of computing power and up to 10 percent of AMD

OpenAI, strapped for processing power to drive a worldwide constellation of planned data centers, turned to Nvidia’s archrival AMD.

Aerial view of expansive data centers with orange roofs, representing massive AI infrastructure projects.

Business

OpenAI On the Road to Trillion-Dollar Spending: OpenAI partners with Oracle, Nvidia, Softbank, and more to build out 20 gigawatts of data center capacity

A flurry of announcements brought into sharper focus OpenAI’s plans to build what may amount to trillions of dollars of global computing capacity.

Aerial view of a large, partially constructed data center surrounded by parked vehicles and red soil in Abilene, Texas

Business

OpenAI Turns to Oracle for Compute: A new $30 billion, 4.5 gigawatt data center offshoot of the Stargate Project

OpenAI is working with Oracle to build its next chunk of processing power, a $30 billion outgrowth of the partners’ $500 billion Stargate project and a sign of OpenAI’s ongoing thirst for computation.

Golden lotus with circuit design symbolizes India’s push for indigenous AI across multiple native languages.

Tech & Society

India Pushes to Build Indigenous AI: India launches GPU network and talent programs to boost local LLMs

India, which has limited funding and large numbers of languages and dialects, is redoubling its efforts to build native large language models.

Chinese flag overlaid on Nvidia GPUs, symbolizing renewed U.S.-China AI chip trade following lifted export restrictions.

Business

U.S. Lifts Ban on AI Chips for China: Market opens for Nvidia and AMD GPUs, following a White House meeting with Jensen Huang

Nvidia will resume sales of H20 processors in China.

Business

Amazon’s Constellation of Compute: Amazon plans to spend tens of billions on AI infrastructure with Project Rainier

Amazon revealed new details of its plan to build a constellation of massive data centers and connect them into an “ultracluster.” Customer Number One: Anthropic.

U.S. and Saudi flags waving against a microchip background

Business

U.S. to Supply Middle Eastern AI Hubs: Nvidia, AMD, Amazon, and others strike deals with Saudi Arabia’s Humain and G42 in the UAE

The United States government announced sweeping agreements to sell tens of billions of dollars worth of AI technology and services to Saudi Arabia and the United Arab Emirates.

NVIDIA AI computing hardware with multiple GPUs on a black reflective surface.

Business

U.S. Tightens Grip on AI Chips: U.S. makes new rules for AI chip export rules to China, launches Nvidia investigation

The U.S. government escalated its long-running effort to block China’s access to cutting-edge AI hardware.

Bar chart of 2024 vs. 2025 capital expenditures for Amazon, Microsoft, Alphabet, and Meta, showing projected increases.

Business

Big AI Spending Continues to Rise: Tech giants increase capital spending to meet growing infrastructure demands

Top AI companies announced plans to dramatically ramp up their spending on AI infrastructure.

Workflow for inverse design using deep learning to predict S-parameters and radiation in structures.

Machine Learning Research

Generated Chip Designs Work in Mysterious Ways: Researchers used deep learning and an evolutionary algorithm to design chips in minutes

Designing integrated circuits typically requires years of human expertise. Recent work set AI to the task with surprising results.