DeepSeek V4.1 Flash needs 567GB of GPU memory rather than 763GB because 196 billion of its weights are built to run from system RAM instead.
Amazon is adding 2 million more Nvidia GPUs to AWS just five months after committing to 1 million, even as it scales its own Trainium and Graviton silicon.
The Series A extension doubles Starcloud to a $2.3B valuation, but Falcon 9 winds down in 2028 and Starship has yet to prove rapid reuse.
Cerebras says its new CS-4 rack, built from three WSE-3 Turbo wafers, delivers 750 PFLOPS and up to 30x GPU per-user token speed. Shipments start this quarter.
Nvidia will initially guarantee under $120B of a proposed Ohio OpenAI data center, down from $250B, backstopping only phase one after investor pushback.
SEC filings show Nvidia holding a $21B SpaceX stake and backing OpenAI's Ohio data center, deepening AI's circular financing web.
Volta, incorporated in January 2026 by ex-Brookfield executives, signed a roughly $10B six-year compute contract for a 133MW Norwegian site.