Infrastructure

DeepSeek plans 160,000-chip Huawei cluster in Inner Mongolia: DeepSeek plans to deploy 160,000 Huawei Ascend-950DT chips in an Inner Mongolia data center dedicated solely to inference. If completed, it would be the largest known Huawei chip cluster. However, production bottlenecks mean Huawei likely cannot deliver the processors for over a year.

Infrastructure • The Decoder

Nscale • Nscale

Nscale negotiates up to $3.5 billion in funding ahead of IPO: London-based AI infrastructure startup Nscale is in talks with potential investors to raise as much as $3.5 billion in financing. The funding round reportedly includes a potential $2 billion investment from Nvidia and is being planned ahead of a scheduled initial public offering.

Nvidia launches free PAIR software to link idle PCs for local AI tasks: Nvidia has announced the Personal AI Router (PAIR), a free, open-source software tool. The software syncs idle home computers to handle local AI inference tasks. It is designed to work with existing tools like Ollama and LM Studio.

AI Hardware & Infrastructure • The Verge AI

DeepSeek plans to deploy 160,000 Huawei Ascend chips in Inner Mongolia: DeepSeek plans to deploy at least 160,000 of Huawei's top Ascend 950DT accelerators at a massive new data center in Inner Mongolia. The project would create one of the largest clusters of Huawei chips to date. The initiative highlights DeepSeek's efforts to build domestic AI infrastructure.

Hardware • Techmeme

Crusoe • Crusoe

Crusoe signs $13 billion AI infrastructure deal with Jane Street: Crusoe has reportedly signed a five-year contract valued at approximately $13 billion with Jane Street. Under the agreement, Crusoe will provide GPUs and other infrastructure for AI training and inference through its cloud platform.

Anthropic • Anthropic

Anthropic signs $35 billion cloud computing deal with Lambda: Anthropic has signed a $35 billion cloud computing agreement with Lambda, an Nvidia-backed cloud provider. The partnership aims to ramp up the infrastructure supporting Anthropic's Claude AI models.