Tag: infrastructure

Weekend roundup: Gemini is going to space, Apple chooses Google, and Amazon’s had it with Perplexity

(Picture: generated)

Gemini is launching to orbit
Google’s latest moonshot might almost be literal. They are preparing for sending their TPU processors into low-earth orbit, and maybe then build a proper AI data center in space — where there is ample sunlight to provide it with energy. They have already tested a TPU in orbit conditions in a particle accelerator and it survived, and the next step is the launch of two prototype satellites in early 2027. They call it Project Suncatcher, and say that «in the future, space may be the best place to scale AI compute.»
More at: Sundar Pichai’s tweet, Google’s announcement blog

Google close to Apple deal for AI Siri
Apparently, Apple has chosen Gemini for its upcoming AI version of the Siri assistant. They will use what is likely a custom version of the model with 1.2 trillion parameters, running on Apple’s Private Cloud Compute servers. Apple supposedly also tested options from OpenAI and Anthropic, but Anthropic’s fees were too high and Apple already partners with Google for search results. The deal will cost Apple $1 billion a year, far less than the $20 billion Google pays Apple to be their search provider.
More at: Bloomberg, MacRumors, TechCrunch.

Read on for more!

Continue reading “Weekend roundup: Gemini is going to space, Apple chooses Google, and Amazon’s had it with Perplexity”

Big Tech doubles down on even bigger AI spend

Big tech will spend about a quarter of a trillion dollars on "capital expenditures" this year, according to quarterly reports.
Data center deals are flourishing and none of the big tech spenders feel they can afford not be in the race. (Picture: Adobe)
Quarterly results are in for Microsoft, Alphabet and Meta — and while the numbers are mixed, they all agree on big capital expenditures — needed for building data centers — for fiscal year 2025.

The coming AI wars will be fought with data centers and gigawatts, and nobody wants to lose out.

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Broadcom to supply OpenAI with 10 GW’s worth of custom chip capacity

With the deals annouced in just a couple of weeks, OpenAI will, along with Stargate, add a huge level of compute. It will all be online in late 2026.
OpenAI is adding an astonishing level of compute infrastructure over the coming years, and show no sign of stopping. (Picture: generated)
After first announcing their collaboration on an OpenAI designed chip in early September, Broadcom now says it’s ready to deliver.

Starting up in late 2026, just like the AMD and Nvidia deals — OpenAI will have added 26 gigawatts of capacity from these agreements alone, and one can wonder how capable the future of GPT will be.

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Altman says more, «aggressive» deals to come off heels of AMD agreement

OpenAI is going to aggressively pursue data center deals in the "coming months."
Thinking two years in the future, Altman sees a massive demand for more number crunching. (Picture: screenshot).
OpenAI recently signed deals with both AMD and Nvidia that were almost polar opposites, but their appetite for data center capacity shows no sign of abating.

Their CEO has previously said that they aim for adding 1 gigawatt per week in the future, adding about a Hoover dam every fourteen days — and says many more deals are yet to come.

In the A16z podcast by Andreessen Horowitz today, Altman says «You should expect much more from us in the coming months», as reported by TechCrunch.

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