TMtechmemeAnthropic commits to spending $11.6B over seven years on Akamai cloud services and secures an option to take a stake of up to 5%; AKAM jumps 17%+ after hours (Harshita Mary Varghese/Reuters)industry1 day ago▲ 24Read story→
arXivarxivNeuSOGA3D: A Neuro-Symbolic Framework for Explainable 3D Geometric Reconstructionarxivcs.AIpublisher:arxiv8 days ago▲ 43Read story→
TMtechmemeSources: a group of 10 banks is giving a $22B loan to Blackstone and Alphabet's cloud venture Crux AI, which aims to provide compute for AI labs, to buy TPUs (Bloomberg)industry9 days ago▲ 24Read story→
TMtechmemeAnalysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade (Valida Pau/The Information)industry19 days ago▲ 24Read story→
TMtechmemeSources: London-based AI infrastructure startup Nscale is in talks to raise as much as $3.5B in financing, including $2B from Nvidia, ahead of a planned IPO (Bloomberg)industry21 days ago▲ 24Read story→
TMtechmemeSources: Crusoe raised $3B+ at a ~$30B post-money valuation; Atreides Management and Valor Equity Partners co-led the round, with Mubadala Capital participating (Bloomberg)industry22 days ago▲ 24Read story→
TMtechmemeSources: Crusoe signed a ~$13B, five-year deal with Jane Street to provide GPUs and other infrastructure for AI training and inference via its cloud platform (Bloomberg)industry22 days ago▲ 24Read story→
arXivarxivLearning-Based Reconstruction Attacks on Coordinate-Obfuscated Point Cloudsarxivcs.CRcs.LG23 days ago▲ 43Read story→
TMtechmemePerplexity launches Hybrid Compute, which splits workloads between frontier cloud models like Opus 5 and local LLMs, for all users of its Mac app (Igor Bonifacic/Engadget)industry24 days ago▲ 24Read story→
TMtechmemeSources: AI cloud computing provider Lambda raised ~$1B of private short-dated debt to finance the purchase of Nvidia GPUs, which will be leased by Microsoft (Emily Graffeo/Bloomberg)industry28 days ago▲ 24Read story→
arXivarxivANTShapes Benchmarking Datasets for Event-Based Neuromorphic Object Classificationarxivcs.NEcs.AI29 days ago▲ 43Read story→
TMtechmemeSources: Anthropic has agreed to pay Nscale $45B over six years to rent about 460MW of power at a West Virginia data center using Nvidia's Vera Rubin chips (Brody Ford/Bloomberg)industryabout 1 month ago▲ 24Read story→
TMtechmemeMicrosoft faces investor criticism over opaque financial reporting across capex, its OpenAI deal, and Azure, which is buried in the Intelligent Cloud segment (Jonathan Weil/Wall Street Journal)industryabout 1 month ago▲ 24Read story→
TMtechmemeSources: Nvidia-backed neocloud Lambda is in talks to raise up to $3B at a $12B+ valuation; its revenue this year is estimated to reach $1.5B+ (Bloomberg)industryabout 1 month ago▲ 24Read story→