OpenAI Rents Google AI Chips
OpenAI has begun renting Google’s AI chips to power ChatGPT and other products, marking its first significant use of non-Nvidia hardware. This strategic move diversifies OpenAI’s compute suppliers and leverages Google Cloud’s TPU availability to potentially lower inference costs and scale capacity beyond Microsoft’s data centers . Read more
Microsoft’s ‘Maia’ AI Chip Faces Further Delay
Microsoft’s next-generation AI processor, code-named Maia, will see mass production pushed into 2026, about six months later than planned. The delay, attributed to design revisions and staffing challenges, may set Microsoft further behind competitors like Nvidia and Amazon in custom AI hardware deployment . Read more
Meta Seeks $29 Billion for AI Data Centers
Meta Platforms is in talks to raise $29 billion from private investors to fund AI-focused data center expansion in the U.S. Discussions reportedly involve Apollo Global, KKR, Brookfield, Carlyle, and PIMCO, underscoring Meta’s push to scale infrastructure amid growing AI compute demand . Read more
Trump Weighs Executive Orders to Power AI Growth
The Trump administration is preparing executive actions to accelerate energy supply for AI data centers, including easing grid-connection delays and allocating federal land. These measures aim to support U.S. competitiveness in AI ahead of a planned White House AI Action Plan on July 23 . Read more
SoftBank’s ‘Super Intelligence’ Platform Ambition
SoftBank Group CEO Masayoshi Son announced plans to make SoftBank the leading platform provider for “artificial super intelligence” within 10 years, comparing the goal to the market dominance of Microsoft, Amazon, and Google. This vision reinforces SoftBank’s renewed focus on aggressive tech investments despite past setbacks . Read more