Ai Data

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Jensen Huang speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/ Getty Images
AI Agenda

Nvidia’s Build-A-Claw Workshop

By Rocket Drew · Mar 18, 2026 9:15am PDT
Nvidia’s developer conference has agent fever. On Tuesday, one of the most popular spots at the company’s GTC convention was Nvidia’s “Build-A-Claw” tent, where attendees could try out Nvidia’s newly unveiled NemoClaw, open-source software for creating AI agents based on the popular OpenClaw.Many of the people who stopped by the Build-A-Claw... Nvidia’s developer conference has agent fever. On Tuesday, one of the most popular spots at the...
Jensen Huang, CEO of Nvidia, speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/Getty Images
AI Agenda

Nvidia Needed Groq After All

By Wayne Ma and Anissa Gardizy · Mar 17, 2026 7:00am PDT
Greetings from the San Jose Convention Center, where Nvidia is throwing its annual AI conference. The AI craze is palpable here. Humanoid robots offer fist-bumps to conferencegoers, and attendees are buying sweaters with Nvidia CEO Jensen Huang’s face on them. Nebius, a cloud provider that rents out Nvidia graphics processing units, took... Greetings from the San Jose Convention Center, where Nvidia is throwing its annual AI conference....
Image via Shutterstock
AI Infrastructure

5 Ingenious Hacks That Are Boosting AI Data Centers

By Ann Davis Vaughan · Mar 16, 2026 8:00am PDT
The frantic rush to power and stand up AI data centers has spurred a range of speed hacks—from building AI tent cities, to firing up jet engines, to taking over abandoned industrial sites. What’s most surprising is all of the different ways the biggest AI data centers have improvised and scrounged to meet the staggering electricity demands of... The frantic rush to power and stand up AI data centers has spurred a range of speed hacks—from...
Elon Musk, left, and Sam Altman. Photos by Getty Images.
What OpenAI Could Owe Elon Musk; An xAI Hiring Spree
By Rocket Drew · Mar 16, 2026 7:15am PDT
Elon Musk, left, and Sam Altman. Photos by Getty Images.
AI Agenda

What OpenAI Could Owe Elon Musk; An xAI Hiring Spree

By Rocket Drew · Mar 16, 2026 7:15am PDT
Yvonne Gonzalez Rogers, the judge hearing Elon Musk’s lawsuit against OpenAI, has shown herself in other high profile tech cases—such as Epic Games’ lawsuit against Apple—to be unafraid to skewer arguments or testimony from witnesses in her courtroom.That was clear on Friday, in a hearing in the OpenAI case to determine whether an economist Musk... Yvonne Gonzalez Rogers, the judge hearing Elon Musk’s lawsuit against OpenAI, has shown herself...
SES AI CEO Qichao Hu has pivoted from batterymaking to scientific discovery with a database he calls Molecular Universe. Photo: Courtesy SES AI.
The Electric

The Electric: The U.S. Is Good at Finding New Molecules. But Can it Turn Them Into Products?

By Steve LeVine · Mar 16, 2026 4:30am PDT
In manufacturing, some factories use so few humans that operators can turn out the lights and save money on electricity. In the pharmaceutical industry, too, AI has discovered new drugs with almost no human involvement after the prompt. In manufacturing, some factories use so few humans that operators can turn out the lights and...
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Nvidia CEO Jensen Huang. Patrick T. Fallon/Getty Images.
The Briefing

What to Expect From GTC: Nvidia’s Groq Chip

By Qianer Liu and Anissa Gardizy · Mar 15, 2026 3:00pm PDT
It’s party time in San Jose, Calif.! Nvidia on Monday kicks off its annual GTC developer conference in the city, the biggest event on the chip giant’s calendar—which, given the number of public events featuring its CEO, Jensen Huang, is saying something. Huang is scheduled to deliver his keynote tomorrow morning, and it is sure to be a... It’s party time in San Jose, Calif.! Nvidia on Monday kicks off its annual GTC developer...
Nscale CEO Josh Payne. Screenshot via YouTube/Nscale.
Exclusive

Nvidia Cloud Ally Nscale in Talks to Buy a Major U.S. Data Center Site Ahead of IPO

By Anissa Gardizy · Mar 12, 2026 4:35pm PDT
Nscale, an upstart cloud provider heavily backed by Nvidia whose customers include OpenAI and Microsoft, is in talks to take control of one of the largest available sites for AI data centers in the U.S., according to people with knowledge of the talks and fundraising documents viewed by The Information. A deal to buy the site, located in West... Nscale, an upstart cloud provider heavily backed by Nvidia whose customers include OpenAI and...
A man wears a lobster hat that represents OpenClaw at Baidu's headquarters in Beijing. Photo by Adek Berry/ Getty Images)
Nvidia, Startups Race to Make OpenClaw Safer to Use
By Stephanie Palazzolo · Mar 12, 2026 7:00am PDT
A man wears a lobster hat that represents OpenClaw at Baidu's headquarters in Beijing. Photo by Adek Berry/ Getty Images)
AI Agenda

Nvidia, Startups Race to Make OpenClaw Safer to Use

By Stephanie Palazzolo · Mar 12, 2026 7:00am PDT
Enthusiasm for OpenClaw, the popular open-source software for powering personal AI agents using personal computers, has been tempered by a number of embarrassing security snafus, such as when OpenClaw started mass-deleting emails from Meta alignment director Summer Yue’s inbox.In China, where developers are arguably even more enthusiastic about... Enthusiasm for OpenClaw, the popular open-source software for powering personal AI agents using...
Nvidia CEO Jensen Huang. Patrick T. Fallon/Getty Images.
The Briefing

Nvidia Sprays the Cash; FCC Chair’s SpaceX Defense

By Martin Peers · Mar 11, 2026 5:00pm PDT
If you’re in need of a billion or two in cash, why not hit up Jensen Huang? The Nvidia CEO has plenty of money to spare, particularly if you’re in business with him in some way. Nvidia’s announcement on Wednesday that it was putting $2 billion into Nebius, a European AI data center developer, was the fourth investment in a business partner... If you’re in need of a billion or two in cash, why not hit up Jensen Huang? The Nvidia CEO has...
Photo of the Stargate data center in Abilene, Texas by Getty Images. Art by Mike Sullivan.
Exclusive

Microsoft in Talks to Lease Large Texas Data Center Site After Oracle Walked Away

By Anissa Gardizy and Miles Kruppa · Mar 11, 2026 11:36am PDT
Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a closely watched artificial intelligence campus in Abilene, Texas, after rival Oracle walked away from the same opportunity, according to a person with direct knowledge of the discussions and another person briefed about it. Meta Platforms is also in talks... Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a...
Art via Getty Images
AI Agenda

What’s CXL? The Alternative Memory Technology Embraced by Google, Nvidia

By Qianer Liu · Mar 11, 2026 7:00am PDT
The global memory chip shortage sparked by the AI boom has prompted companies including Google and Nvidia to spend more effort on alternatives that could ease the supply crunch. One of them is a technology that allows servers to share memory across a data center.The technology, Compute Express Link, or CXL, is seven years old but was slow to... The global memory chip shortage sparked by the AI boom has prompted companies including Google...
Oracle co-CEO Clay Magouyrk. Kyle Grillot/Bloomberg via Getty Images.
Oracle’s Upbeat Quarter Calms Investors
By Martin Peers · Mar 10, 2026 5:00pm PDT
Oracle co-CEO Clay Magouyrk. Kyle Grillot/Bloomberg via Getty Images.
The Briefing

Oracle’s Upbeat Quarter Calms Investors

By Martin Peers · Mar 10, 2026 5:00pm PDT
Oracle managed to calm some frayed nerves on Wall Street on Tuesday. The cloud and software firm, which has become a focal point for investors’ anxiety about AI-related spending, reported slightly better than projected revenue for its February quarter. More importantly, for the second time in two quarters, it raised its revenue projection for... Oracle managed to calm some frayed nerves on Wall Street on Tuesday. The cloud and software firm,...
Unreasonable Labs cofounders Yuan Cao and Markus Buehler. Photos courtesy of Unreasonable Labs.
AI Agenda

The Startup Trying a New Trick to Develop AI For Science Discovery

By Stephanie Palazzolo · Mar 10, 2026 7:38am PDT
OpenAI and Anthropic have raised tens of billions of dollars on the promise of artificial intelligence that can make new discoveries in fields like medicine, biology and physics. And yet, we’re nowhere close to that. (You might recall this awkward moment from last fall when a ChatGPT-generated math “discovery” was debunked.) The... OpenAI and Anthropic have raised tens of billions of dollars on the promise of artificial...
The Stargate AI data center in Abilene, Texas in September. Kyle Grillot/Getty Images.
AI Infrastructure

The Real Reason OpenAI Walked Away From an Oracle Stargate Expansion in Abilene

By Anissa Gardizy · Mar 9, 2026 10:30am PDT · 2 comments
Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle and OpenAI won’t expand a data center for the ChatGPT maker in Abilene, Texas, where the companies launched their first Stargate-branded facilities. As I have since learned, OpenAI several weeks ago declined to expand its data center usage... Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle...
Pete Hegseth, left, and Dario Amodei. Photos by Getty.
AI Agenda

Anthropic Has a Strong Legal Case Against Trump’s DoD

By Rocket Drew · Mar 9, 2026 7:00am PDT
Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file against the Department of Defense for designating the Claude AI maker as a “supply chain risk” and cutting off commercial ties to “protect national security.” The designation followed Anthropic’s request for special assurances its tech wouldn’t be... Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file...
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A plume of smoke rises from the Zayed Port following a reported Iranian strike in Abu Dhabi on March 1, 2026. Photo by Ryan Lim / AFP via Getty Images.
Iran War Imperils $300 Billion in Gulf AI Spending
By Miles Kruppa · Mar 8, 2026 8:00am PDT
A plume of smoke rises from the Zayed Port following a reported Iranian strike in Abu Dhabi on March 1, 2026. Photo by Ryan Lim / AFP via Getty Images.

Iran War Imperils $300 Billion in Gulf AI Spending

By Miles Kruppa · Mar 8, 2026 8:00am PDT
The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data centers, chips and other AI investments, crimping a potential source of funding for power-hungry tech companies. Countries such as the UAE and Saudi Arabia have become big destinations for data centers. Local firms are developing the projects,... The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data...