Anissa Gardizy's profile photo

Anissa Gardizy

San Francisco

Reporter at The Information

reporter for @theinformation covering cloud computing and infra. former @bostonglobe tech reporter. [email protected] / DM for Signal

Articles

  • 4 weeks ago | theinformation.com | Anissa Gardizy

    OpenAI recently discussed purchasing billions of dollars’ worth of data storage hardware and software, according to three people involved in the private discussions. To house the hardware, the company has considered building its own data center for the first time, two of these people said. Such a deal would make OpenAI one of the world’s biggest storage customers overnight and would reflect its desire to have more control over data that are critical to developing artificial intelligence.

  • 1 month ago | theinformation.com | Anissa Gardizy

    Source: The InformationElon Musk’s xAI has joined a consortium that plans to raise $100 billion to develop data centers and power plants for artificial intelligence, the group said on Wednesday. Three firms that previously announced the now-dubbed “AI Infrastructure Partnership”—Microsoft, Blackrock and Abu Dhabi sovereign fund MGX—offered little information about xAI’s involvement. They also said Nvidia had joined the group, without elaborating.

  • 1 month ago | theinformation.com | Anissa Gardizy

    Source: WiredNvidia has acquired Gretel, which helps customers create and use data generated by artificial intelligence to develop and test AI applications, according to a report in Wired. The deal valued Gretel higher than its most recent valuation of $320 million, but it was under $1 billion, according to the report.

  • 1 month ago | theinformation.com | Anissa Gardizy

    Jensen Huang turned Nvidia into the third most valuable company in the world by designing chips that were way ahead of their time. But Huang’s remarks on Tuesday suggest he’s pulling far ahead of some customers, and the growing gap between what he’s selling and what they’re buying could spell trouble. In his keynote speech at the GTC developer conference, Huang talked about Rubin, Nvidia’s latest server chip for artificial intelligence that’s due out next year.

  • 1 month ago | theinformation.com | Anissa Gardizy

    Amazon Web Services has a new strategy to convince cloud customers to use its artificial intelligence chip rather than chips made by Nvidia: sharply undercutting Nvidia on price. A longtime AWS cloud customer said the company recently pitched them on renting servers powered by the chip, Trainium, that would give them the same computing power as Nvidia’s H100 chips at 25% of the price.

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Anissa Gardizy
Anissa Gardizy @anissagardizy8
8 Apr 25

RT @amir: VCs, startups, enterprise software spending getting hit already by the tariffs and their ripple effects: https://t.co/Gmdt3DM3To

Anissa Gardizy
Anissa Gardizy @anissagardizy8
8 Apr 25

RT @anissagardizy8: SCOOP: Oracle got involved with OpenAI by accident. But it is now trying to capitalize on this moment to become a bigge…

Anissa Gardizy
Anissa Gardizy @anissagardizy8
7 Apr 25

SCOOP: Oracle got involved with OpenAI by accident. But it is now trying to capitalize on this moment to become a bigger player in the AI cloud space. It won't be easy. - Oracle has discussed increasing OpenAI's data center to 700,000 Nvidia GPUs - Larry Ellison was a last