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Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity
Nebius to Sell $1 Billion in AI Capacity to Reflection
SpaceX to rent AI capacity to Google for $920 million per month
Anthropic to rent all AI capacity at SpaceX's Colossus data center
AWS ponders selling its home-grown chips by the rack-load, has almost sold out AI capacity
Amazon can't build AI capacity fast enough, throws another $200B at the problem
Tata Power Sees 1GW of Power Demand From AI Capacity
Microsoft expects some AI capacity constraints this quarter
