Jeremy Roberts

OpenAI expects to spend $750 billion on AI infrastructure by 2030, a 25% increase from earlier estimates, and is planning a 3.2 gigawatt data center in Georgia costing $20-30 billion, while rival Anth…

Hyperscalers like Meta and Oracle are investing heavily in AI data center infrastructure while acknowledging significant financial risks. Oracle's SEC filing warns of potential cost overruns and delay…

OpenAI unveiled its first-generation AI chip, Jalapeño, developed with Broadcom, designed to improve LLM inference efficiency and reduce reliance on Nvidia. The chip is part of OpenAI's broader strate…