Topic
GPU clusters, training campuses, and the hardware race behind AI.
Google, Amazon, Meta, Microsoft, and OpenAI are pouring billions into their own AI accelerators. Custom chips now claim more than a quarter of AI server shipments, even as NVIDIA posts record revenue.
Specialist GPU clouds like CoreWeave, Nebius, and Nscale are growing 200 percent a year on hyperscaler mega-deals and chip-backed debt. The open question is what the collateral will be worth when the loans come due.
Frontier AI clusters lash hundreds of thousands of GPUs into a single synchronous machine. Inside the NVLink domains, network fabric wars, oceans of fiber, and relentless hardware failures that define training at 100,000-GPU scale.
