OpenAI's $600B Infrastructure Bet Reshapes AI Race
The unprecedented spending plan signals a new phase of capital-intensive competition among frontier AI labs.
In-depth coverage, analysis, and updates on AI Infrastructure in AI and tech. 4 articles on AI Pulse.
The unprecedented spending plan signals a new phase of capital-intensive competition among frontier AI labs.
With 18-month wait times, H200 allocation has become the most important resource in tech. The politics are ugly.
A $1.25 trillion deal, orbital data centers, and a vision that would put AI compute beyond the reach of any government. The Musk megamerger changes everything.
Practical AI's hosts predict orchestration over models, infrastructure constraints, and a shift from flashy demos to targeted deployments. The reality check is here.