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AI capital expenditure

AI capital expenditure, usually shortened to AI capex, is spending on the physical assets used to train and run artificial intelligence models: AI data centers and the land under them, servers built around…

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AMD Instinct MI300X

The AMD Instinct MI300X is a data center GPU accelerator that Advanced Micro Devices released on December 6, 2023, built on the CDNA 3 architecture and paired with 192 GB of HBM3 memory at 5.3 TB/s of bandwidth

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AMD Instinct MI325X

The AMD Instinct MI325X is a data center GPU accelerator from AMD for AI training and inference, built on the CDNA 3 architecture with 256 GB of HBM3E memory and 6 TB/s of memory bandwidth

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AMD Instinct MI355X

The AMD Instinct MI355X is a data center GPU accelerator built on AMD's CDNA 4 architecture, announced at the AMD Advancing AI 2025 event on June 12, 2025, and reaching general availability in October 2025.

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AMD Pensando

AMD Pensando is the data processing unit (DPU) and AI networking product line of AMD, built around Pensando Systems, a startup AMD acquired in 2022 in a transaction valued at approximately $1.9 billion.

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AWS Trainium 2

AWS Trainium 2 (also written as Trainium2 and abbreviated Trn2) is the second generation of Amazon Web Services' custom machine learning training accelerator

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CME Compute Futures

CME Compute Futures are a planned family of financially settled futures contracts tied to Silicon Data benchmarks for hourly rentals of Nvidia H100 and B200 graphics processors.

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Cerebras WSE-3

The Cerebras WSE-3 (Wafer-Scale Engine 3) is the third-generation wafer-scale AI chip developed by Cerebras Systems, announced on March 13, 2024, and described by Cerebras as the largest chip ever built.

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Cloud AI GPU Pricing Comparison

Cloud AI GPU pricing is difficult to compare from a headline hourly rate alone. Providers sell different GPU variants, node sizes, CPU and memory bundles, regions, network configurations, and purchase models.

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Co-Packaged Optics

Co-packaged optics (CPO) is a hardware architecture that places active optical engines on the same first-level package substrate as a host application-specific integrated circuit (ASIC).

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Cowboy Space

Cowboy Space Corporation, called Aetherflux until May 2026, is a US space company based in San Carlos, California. Robinhood co-founder Baiju Bhatt founded it in 2024.

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Crusoe

Crusoe is an American AI infrastructure company headquartered in Denver, Colorado, that develops and operates data centers for artificial intelligence workloads, rents GPU capacity through its Crusoe Cloud…

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GPU Cluster

A GPU cluster is a group of servers containing graphics processing units that are connected by high-bandwidth, low-latency networks and operated as one computational pool.

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Hyperscaler

A hyperscaler is a company that builds and operates computing infrastructure at a scale far beyond a conventional enterprise IT estate: globally distributed fleets of data centers holding millions of servers…

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Land, Power, and Shell

Land, power, and shell (LPS) is an emerging commercial label for the physical site, deliverable electricity, and building structure needed before computing equipment can be installed in a large data center.

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List of AI compute deals

This list covers agreements for AI computing capacity announced or credibly reported between January 2023 and October 2026: cloud capacity contracts, chip supply agreements, data center leases and builds, the…

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Lonestar Data Holdings

Lonestar Data Holdings (usually shortened to Lonestar) is a US startup that sells off-Earth data storage, mainly as a disaster-recovery and data-sovereignty service, and has flown small test payloads to the…

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Meta Compute

Meta Compute is a top-level organization that Meta created in January 2026 to plan, build, and run the gigawatt-scale data center capacity behind its push toward artificial general intelligence and what the…

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NVIDIA B200

The NVIDIA B200 is a data center GPU based on the NVIDIA Blackwell microarchitecture, announced by Jensen Huang at NVIDIA's GTC conference in San Jose on March 18, 2024.

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NVIDIA DSX Exchange

NVIDIA DSX Exchange is an open-source software platform from NVIDIA for passing operational signals between the systems that run large AI data centers, which NVIDIA calls AI factories.

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NVIDIA DSX MaxLPS

NVIDIA DSX MaxLPS is a set of chip, thermal, system and software technologies from NVIDIA intended to get more AI throughput out of a data center whose power supply is fixed.

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NVIDIA Exemplar Cloud

NVIDIA Exemplar Cloud is a validation program run by NVIDIA that certifies cloud providers whose GPU clusters reproduce at least 95% of the training throughput NVIDIA measures on its own reference architecture…

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NVIDIA GB300 NVL72

The NVIDIA GB300 NVL72 is a liquid-cooled, rack-scale AI computing system that integrates 72 NVIDIA Blackwell Ultra (B300) GPUs and 36 Arm-based NVIDIA Grace CPUs into a single NVLink fabric, delivering 1.1…

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NVIDIA HGX

NVIDIA HGX is a family of accelerated-server platform designs built around tightly connected data-center GPUs. It is not one immutable board specification.

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NVIDIA Minerva

NVIDIA Minerva is an AIOps (artificial intelligence for IT operations) software platform from NVIDIA for monitoring and troubleshooting large GPU data centers, which the company calls AI factories.

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NVIDIA Mission Control

NVIDIA Mission Control is data center operations and orchestration software from NVIDIA for what the company calls AI factories: large clusters built from its DGX systems and Grace Blackwell rack-scale systems.

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Neocloud

A neocloud is a cloud computing company whose business is renting out GPU capacity for artificial intelligence workloads, rather than selling the broad catalogue of storage, database, networking and…

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PCI Express

PCI Express (PCIe) is a high-speed serial interconnect standard used to attach processors to graphics cards, network adapters, storage devices, and accelerators inside nearly every modern computer and server.

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Project Rainier

Project Rainier is a distributed artificial intelligence supercomputer built by Amazon Web Services around its in-house AWS Trainium accelerators, created principally to train and serve the Claude models of…

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Project Suncatcher

Project Suncatcher is a long-term research "moonshot" at Google that studies whether machine learning compute could one day be hosted in space, on constellations of solar-powered satellites carrying Google…

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Roze

Roze, also reported as Roze AI, is an artificial intelligence and robotics company that SoftBank Group has been reported to be setting up in the United States and preparing for an initial public offering (IPO).

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Space-based data centers

Space-based data centers are data centers launched into Earth orbit (or, in some proposals, placed on the Moon), where satellites carrying AI accelerators draw power from solar arrays and reject heat by…

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SpaceX Starmind

SpaceX Starmind is SpaceX's planned constellation of solar-powered artificial intelligence compute satellites, intended to function as orbital data centers that run AI workloads in space and beam results back…

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Starcloud

Starcloud, Inc. is an American space infrastructure startup that builds space-based data centers: satellites carrying data-center-class GPUs that are powered by solar arrays and cooled by radiating waste heat…

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Stargate UAE

Stargate UAE is a large artificial intelligence data center cluster being built in Abu Dhabi, United Arab Emirates, and is the first site of the Stargate Project located outside the United States.

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TPU Ironwood

TPU Ironwood (listed as TPU7x in Google Cloud's documentation and also called TPU v7) is Google's seventh-generation Tensor Processing Unit

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Voltage Park

Voltage Park is a United States cloud computing company that operates a fleet of NVIDIA H100 graphics processing units for artificial intelligence training and inference workloads.

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xAI Colossus

Colossus is an artificial-intelligence supercomputer and GPU training cluster in Memphis, Tennessee, built by xAI and owned since February 2026 by SpaceX, which acquired xAI.

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