Cloud

Key Highlights Microsoft, NVIDIA, and Anthropic announce strategic partnerships to accelerate AI growth Anthropic commits to purchasing $30 billion of Azure compute capacity NVIDIA and Anthropic establish a deep technology partnership for optimized performance The recent announcement of strategic partnerships between Microsoft, NVIDIA, and Anthropic marks a significant milestone in the AI industry. This move reflects broader industry trends towards collaborative efforts to drive innovation and advancement in artificial intelligence. By combining their expertise and resources, these tech giants aim to push the boundaries of what is possible with AI. ...

As the world hurtles towards an AI-driven future, Europe is gearing up to play a significant role in the industrial transformation. This move reflects broader industry trends, where companies are increasingly leveraging AI to boost efficiency, precision, and innovation. In a significant development, Deutsche Telekom and NVIDIA have unveiled the world’s first Industrial AI Cloud, a sovereign platform designed to accelerate Europe’s industrial AI development and deployment. At the heart of this partnership is the integration of Deutsche Telekom’s trusted infrastructure and operations with NVIDIA’s AI and Omniverse digital twin platforms. This synergy will power the AI era of Germany’s industrial transformation, enabling companies to participate in the next-generation evolution of industrialization, as noted by Deutsche Telekom CEO Tim Höttges. With this launch, Europe gains a new engine for industrial innovation, based in Germany, to drive sovereign AI development and deployment for enterprises and industries. ...

This move reflects broader industry trends, where access to high-performance computing resources has become a critical component of AI development. OpenAI’s recent deals with AWS, Oracle, and Microsoft, totaling $600 billion, demonstrate the company’s commitment to securing its AI compute supply chain. The $38 billion deal with AWS, in particular, provides OpenAI with access to hundreds of thousands of NVIDIA GPUs, including the new GB200s and GB300s, and tens of millions of CPUs. ...