OpenAI open-sources its data center networking tech — giving cloud providers & AI companies access to infrastructure tools built to support GPT-4-scale training. A rare move for the increasingly closed-source lab.
Anthropic raises Claude usage limits and strikes a compute deal with SpaceX — signaling AI labs are diversifying infrastructure beyond traditional cloud providers amid surging GPU demand.
OpenAI plans to spend $50B on compute in 2026 — rivaling hyperscale cloud budgets. The investment will ripple through chip demand, data center construction, and U.S. power grids.