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AI & Enterprise

Amazon to buy an additional 2 million Nvidia GPUs for AWS data centers

Amazon will add 2 million Nvidia GPUs to Amazon Web Services data centers as it accelerates infrastructure expansion to meet surging AI computing demand. Amazon and Nvidia plan to deploy Blackwell Ultra, Rubin and Rubin Ultra GPUs across AWS infrastructure in 2027 and 2028. The deal also includes networking gear, open models, CPUs, data software and robotics platforms. Financial terms were not disclosed, though some expect tens of billions of dollars.

AI & Enterprise

Microsoft pushes to produce 300,000 in-house AI chips next year, in talks with TSMC

Microsoft aims to sharply increase production of its next-generation in-house AI chips next year to win large customers such as Anthropic, The Information reported, citing two people familiar with the matter. The company plans to unveil the new Maia300 chip this autumn, possibly as soon as next month, and is negotiating with TSMC to secure 2027 capacity of more than 300,000 chips. It ultimately wants capacity above 1 million chips, but may face constraints.

AI & Enterprise

ByteDance targets mass production of in-house AI CPU by 2027 to cut GPU reliance

TikTok owner ByteDance is accelerating development of a next-generation in-house central processing unit as AI services drive a surge in computing demand. It is seeking to reduce reliance on external GPUs and raise the share of its own semiconductors. The company aims to complete the CPU design by early 2027 and begin mass production and internal deployment in the second half of that year. It is also working with Qualcomm and seeking foundry capacity.