One of the clearest ways to measure the pace of the AI boom is by looking beyond software headlines and into the hardware supply chain. Nvidia is the most visible example. As AI companies race to build data centers, they are purchasing billions of dollars’ worth of GPUs every quarter, pushing Nvidia to historic valuations. […]
OpenAI has announced plans to open its first AI data center in Europe, selecting Norway as the location for this strategic expansion. The project, branded “Stargate,” will be developed in partnership with British infrastructure firm Nscale and Norwegian energy company Aker through a 50-50 joint venture. OpenAI will act as an “off-taker,” purchasing computing capacity […]