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Andreessen Horowitz, General Catalyst Race to Secure the Chips Their Startups Need

By Julia Hornstein, Dakin Campbell and Phoebe Liu · Oct 12, 2026 10:42am PDT

As startups scramble to get access to AI servers, more venture capital firms are finding ways to secure compute on their behalf. Andreessen Horowitz, which two years ago set up a cluster of 20,000 graphics processing units for its startups, is in talks to expand its offering, potentially via two data center companies it has backed, according to... As startups scramble to get access to AI servers, more venture capital firms are finding ways to...

OpenAI's Sachin Katti presenting at Mobile World Congress 2025 in Barcelona. Photo courtesy of Intel.

OpenAI Names New Infrastructure Leaders Following Stargate Strategy Shift

By Anissa Gardizy · Mar 16, 2026 6:00am PDT

OpenAI has appointed new leaders to oversee its Stargate computing initiative after deciding to rent more AI servers from major cloud providers rather than build its own data centers, according to two people familiar with the changes. As part of its reorganization, OpenAI has divided its computing effort into three groups: technical design of... OpenAI has appointed new leaders to oversee its Stargate computing initiative after deciding to...

Safra Katz, CEO of Oracle, and Satya Nadella, CEO of Microsoft. Photos by Bloomberg

Microsoft and Oracle Discussed Sharing AI Servers to Solve Shortage

By Aaron Holmes and Anissa Gardizy · May 9, 2023 4:01pm PDT · 3 comments

Oracle and Microsoft recently discussed an unusual agreement to rent servers from each other if either company runs out of computing power for cloud customers that use large-scale artificial intelligence, according to a person with direct knowledge of the negotiations. A deal would help the two rival cloud providers meet surging demand for... Oracle and Microsoft recently discussed an unusual agreement to rent servers from each other if...

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Anjney Midha. Art by Clark Miller, image via AMP

AI Infrastructure

Early Anthropic Investor Develops a ‘Grid’ for AI Servers

By Anissa Gardizy · Mar 19, 2026 10:54am PDT · 1 comment

Anjney Midha, the former Andreessen Horowitz general partner and early personal investor in Anthropic, is finally ready to talk about his highly anticipated AI infrastructure venture, for which he was trying to raise more than $10 billion, my colleague Katie has reported.Midha says the new firm, AMP, is creating a “grid for AI,” similar to how... Anjney Midha, the former Andreessen Horowitz general partner and early personal investor in...

Google campus photo by Getty. Art by Mike Sullivan.

Google in Advanced Talks to Rent Nvidia AI Servers From CoreWeave

By Aaron Holmes, Stephanie Palazzolo and Anissa Gardizy · Apr 2, 2025 12:32pm PDT · 1 comment

Google is in advanced talks to rent state-of-the-art Nvidia Blackwell chips for running artificial intelligence from CoreWeave, an upstart cloud provider, according to two people briefed about the situation. The potential deal shows how major Nvidia customers like Google are struggling to get enough of its chips to meet rising demand from... Google is in advanced talks to rent state-of-the-art Nvidia Blackwell chips for running...

Elon Musk, left, and Larry Ellison. Photos via Getty Images.

Musk’s xAI Nears $10 Billion Deal to Rent Oracle’s AI Servers

By Anissa Gardizy · May 14, 2024 9:00am PDT · 1 comment

Elon Musk’s 1-year-old artificial intelligence startup, xAI, has been talking to Oracle executives about spending $10 billion to rent cloud servers from the company over a period of years, according to a person who has been involved in the talks. The deal would make xAI one of Oracle’s largest customers as Musk tries to catch up... Elon Musk’s 1-year-old artificial intelligence startup, xAI, has been talking to Oracle...