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20–30 MW is what Anthropic has been sounding out across the U.K. and the Nordics, four sources told CNBC, after booking around 460 MW from Nscale in West Virginia. Small blocks reach usable capacity faster.
First silicon came back from the foundry in May, and OpenAI aimed its own models at the benchmark software. One DeepSeek kernel benchmark climbed from 0.31% of the theoretical ceiling to 88.94% in roughly 40 hours.
The engineers who led Apple's Portrait Mode team sold their next startup to OpenAI for $300 million, per WSJ. Glass Imaging uses AI to get around the physical size limits of a phone camera, and no product has been named.
Stock Qwen 3.8 27B isn't on the Windows menu, though Perplexity's post-trained version of it, PPLX 27B, is. Portable Computer runs locally on Windows RTX cards with 24GB of VRAM or higher, no $4,800 DGX Spark needed.
Jalapeño draws 700W and does 3–13 PFLOPS/s on fp4 / fp8 matrix multiplication, against 15 PFLOPS/s fp4 for Nvidia's B300 on a 1000W+ chip, per a teardown of OpenAI's Hot Chips 2026 deck. Jalapeño handles inference only.
Habitat started out as a Python library inside OpenAI. It now sits under ChatGPT as a globally distributed storage platform serving 1 billion users at 22M requests per second, per OpenAI's engineering blog.
"Hugging Face will remain an open platform for the entire AI ecosystem," Nvidia says. Its acquisition still needs regulatory approval before an expected first half of 2027 close.
Nvidia shipped an open source router, PAIR, that farms an agent's subagent requests out to idle Macs and PCs on a home network. It won't pool VRAM, so one machine runs each request start to finish.
"It's not slop, because it performs, but it's literally just AI-generated assembly basically puked out in Gluon." That's SemiAnalysis' Jordan Nanos on kernel code OpenAI engineers ship without reading line by line.
Per The Information, OpenAI has acquired tens of thousands of Apple Mac minis and Mac Studios for reinforcement learning and computer-use agent training, while Anthropic is said to be renting Mac minis through AWS.
Per Reuters, Anthropic discussed buying chip startup MatX for roughly $7 billion, while MatX is now seeking new capital at a valuation of about $4 billion. A third source says the merger talks turned into partnership talk.
At Nscale’s West Virginia data center, Anthropic will use about 460MW of power for AI cloud computing. Bloomberg says Nvidia’s Vera Rubin chips start coming online late next year.
Chris Malone left OpenAI last week, per WSJ sources, after joining in March 2025 to run the data-center build-out behind Stargate. His exit adds to a wave of leadership departures ahead of the planned public offering.
"You don't have to fiddle around with inference", says Perplexity's Nate Kupp about Portable Computer, which runs the agent on local models. The ticket in: a $4,800 DGX Spark or an RTX card with 24GB of VRAM.
Jalapeño, OpenAI's custom inference chip, has its first published results, and the claim is industry-leading speed and efficiency: higher throughput, lower latency and more power-efficient inference on modern models.
"Expanding its AI infrastructure for Grok" now reaches orbit: SpaceXAI's first-generation Starmind satellite is built on a space-optimized NVIDIA Vera Rubin NVL72, with the flight planned for Q4 2027.
Per The Information, Nvidia is in talks to invest in Perplexity at a $30 billion valuation, and it also weighed a different route: paying to license some of the startup's technology and hire some of its staff.
OpenAI locked in approximately 8 gigawatts-IT at Ohio's PORTS-Pike campus, with NVIDIA as the exclusive compute provider and up to $84 million in Codex credits going to approximately 844,000 Ohio students.
Alphabet is baking part of the Gemini model straight into silicon, per Stansberry Research citing The Information. The inference chip, "Frozen v2", is claimed to be 6 to 10 times more efficient than its current AI chips.
Nvidia trimmed its guarantee for OpenAI's Ohio data-center campus from $250 billion to less than $120 billion, per The Wall Street Journal, and people familiar with the deal say it could be signed as soon as this weekend.
