In a dramatic development that bodes well for its coffers, but not so for the competitiveness of its Grok AI model, SpaceX has just inked a $6.3 billion compute deal to start renting out Colossus 2 GPUs, raising question marks over its strategy to compete with the likes of OpenAI and Anthropic. SpaceX will collect $150 million per month from July onwards by renting out NVIDIA GB300 GPUs at its Colossus 2 data center to Reflection As of May 2026, SpaceX's Colossus 1 data center supported over 220,000 NVIDIA GPUs, divided between H100, H200, and around 30,000 units of the […]

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SPHBM4 is a new JEDEC standard that aims to solve the high cost and packaging concerns with existing HBM technologies. HBM Demand Keeps on Surging, But The High-Cost Might Make JEDEC's Upcoming SPHBM4 A Better Alternative Almost all AI & HPC accelerators rolling out these days feature some form of HBM memory. The highest-end solutions are leveraging the latest HBM4 designs, and HBM4E is being sampled to the top chipmakers. But as demand continues to rise, and shortages persist in the premium DRAM segment, HBM has become a major bottleneck. The cost is one issue, but price surges are a […]

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NVIDIA's AI prowess is being deployed across Europe with 35 brand new supercomputers offering 800 Exaflops of compute. Europe Is Building 35 All-NVIDIA AI supercomputers, including Hopper, Blackwell & Rubin Deployments That Scale Up To 800 Exaflops European nations are going into a supercomputer-frenzy, and the main driver behind them is NVIDIA's latest AI ecosystem, delivering up to 800 Exaflops of deployed & announced capacities that will deliver record levels of AI compute. Today, at ISC 2026, NVIDIA and its partners unveiled this multi-year collaboration, which will encompass several deployments across 23 countries. With these supercomputers, Europe is aiming to […]

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Micron and Anthropic have announced a strategic agreement to scale next-generation AI infrastructure that spans memory and storage for rising compute demands. Micron Signs Supply Agreement With Anthropic While Expanding Claude Adoption Press Release: Micron Technology today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron, and a strategic investment in Anthropic’s Series H funding round. The agreement directly links the demands of frontier AI models to how infrastructure is designed, supplied, and deployed at scale. AI Memory and Storage Infrastructure Frontier AI models demand uncompromising […]

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NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs. NVIDIA Vera Rubin AI Data Centers Will Be Expensive To Build & Will Consume Lots of Power, A Single GigaWatt Installation Could Cost Roughly $50 Billion The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell. But as these systems are […]

Read full article at https://wccftech.com/foxconn-pegs-nvidia-vera-rubin-ai-datacenter-at-47-billion-per-gigawatt/