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Zyphra Breakthrough: Can ZAYA1 Prove AMD Is Ready to Rival NVIDIA?
Zyphra’s unveiling of ZAYA1 marks a significant moment in the AI hardware landscape, proving that large-scale model training can succeed outside NVIDIA’s well-established ecosystem. After a year of collaboration with AMD and IBM, Zyphra trained ZAYA1 entirely on AMD Instinct MI300X GPUs, Pensando networking, and the ROCm software stack, demonstrating that AMD’s platform can support major foundation models without exotic configurations or performance compromises (Artificial
Covertly AI
Nov 26, 20254 min read


AWS’s $50B AI Investment: Is this the Future of the US Government AI?
Amazon Web Services is undertaking one of its largest government focused technology projects to date, announcing a plan to invest 50 billion dollars to build high performance AI and supercomputing infrastructure designed specifically for U.S. federal agencies. The initiative aims to vastly expand the government’s access to AWS’s advanced AI tools, creating the first purpose built AI computing environment engineered across AWS Top Secret, AWS Secret, and AWS GovCloud regions
Covertly AI
Nov 25, 20254 min read


Microsoft, NVIDIA & Anthropic Form Landmark AI Infrastructure Alliance
Microsoft, NVIDIA, and Anthropic have entered a sweeping new alliance that marks one of the most significant shifts yet in the global AI infrastructure landscape. The three companies are combining cloud scale, advanced hardware, and frontier model development to accelerate the next generation of AI systems while expanding enterprise access to high-performance compute. At the center of the partnership is Anthropic’s decision to scale its Claude models on Microsoft Azure, backe
Covertly AI
Nov 23, 20253 min read


Nvidia’s Record Q3 Earnings Reveal High Demand for AI GPUs
Nvidia’s latest earnings paint a picture of a company not just riding the AI wave, but helping create its momentum. The chipmaker reported an astonishing $57 billion in revenue for the third quarter, a 62% jump from the same period last year (TechCrunch; Yahoo Finance; Startup Ecosystem). This surge was matched by equally impressive profitability: net income soared to $32 billion, up 65% year-over-year (TechCrunch; Yahoo Finance; Startup Ecosystem). Both figures blew past Wal
Covertly AI
Nov 20, 20253 min read


Brookfield Launches $100B AI Infrastructure Push with Nvidia & KIA
Brookfield Asset Management has unveiled a sweeping US$100-billion artificial intelligence infrastructure program that signals just how aggressively global investors are moving to support the next generation of AI technologies. Announced on Wednesday, the initiative is being launched in partnership with Nvidia and the Kuwait Investment Authority, bringing together one of the world’s leading investment managers, a dominant AI chipmaker, and a major sovereign wealth fund to acc
Covertly AI
Nov 19, 20253 min read


Databricks Eyes $130B Valuation as AI Infrastructure Demand Explodes
Databricks is once again attracting major attention from investors as the company reportedly enters talks to raise new capital at a valuation exceeding $130 billion (TechCrunch; VARINDIA; TipRanks). If completed, the round would mark a significant leap from its previous $100 billion valuation just a few months earlier and position the company among the most valuable private tech firms globally. The surge in valuation reflects not only Databricks’ rapid financial growth but al
Covertly AI
Nov 18, 20253 min read


Google Invests $40B in Texas Data Centers to Power the Future of AI
Google’s latest move in the race to dominate artificial intelligence marks one of the most ambitious infrastructure investments in U.S. tech history. The company has announced a sweeping $40 billion commitment to build three new data centers across Texas, a state rapidly emerging as the epicenter of AI infrastructure thanks to its vast land availability, relatively low energy costs, and business-friendly climate (Pequeno IV). With this development, Texas is poised to host mor
Covertly AI
Nov 17, 20254 min read


mimik and Abu Dhabi Forge Global Model for Industrial Edge AI
mimik, a global pioneer in device-first Continuum AI and agentic software, has taken a major step toward redefining artificial intelligence infrastructure by launching mimik UAE in partnership with Next71 Ltd and ASK Holding LLC. Announced during Abu Dhabi Autonomous Week, this strategic memorandum of understanding (MOU) marks a significant milestone in the United Arab Emirates’ (UAE) journey to become a world leader in AI and sovereign technology development (Financial Post)
Covertly AI
Nov 15, 20253 min read


Baidu Unveils New AI Chips to Boost China’s Semiconductor Independence
Baidu’s latest push into artificial intelligence hardware marks a significant step in China’s drive toward technological self-sufficiency as geopolitical tensions continue to reshape the global chip landscape. At its annual developer conference, the company unveiled two new AI processors, the M100 and M300, positioned as powerful, low-cost, domestically controlled alternatives for Chinese enterprises seeking to reduce reliance on U.S. technology. The M100, designed primarily
Covertly AI
Nov 13, 20253 min read


SoftBank Sells $5.8B Nvidia Stake to Supercharge Its AI Ambitions
SoftBank Group Corp. has once again made headlines with its decision to sell its entire stake in Nvidia Corp. for $5.83 billion, a move aimed at fueling its growing investments in artificial intelligence. The sale, though surprising to some investors, reflects founder Masayoshi Son’s ambition to position SoftBank as a dominant player in the expanding AI ecosystem (Bloomberg; Wall Street Journal). Son’s vision extends beyond software and into large-scale infrastructure, from S
Covertly AI
Nov 11, 20253 min read


Google Unveils Ironwood TPU to Power the New Age of AI Inference
Google’s latest innovation in artificial intelligence hardware marks a significant step toward the future of computing, as the company unveils its seventh-generation Tensor Processing Unit, dubbed Ironwood . These custom-built chips are designed specifically for artificial intelligence workloads and signal a major shift toward what Google calls the “age of inference.” Unlike Nvidia’s general-purpose GPUs, Google’s TPUs are application-specific integrated circuits, meaning the
Covertly AI
Nov 10, 20253 min read


Wisconsin’s AI Data Boom Sparks Environmental and Energy Debate
Artificial intelligence has driven a wave of massive infrastructure projects across Wisconsin, where major tech firms are investing billions to build sprawling data centers. These facilities, which power AI models and cloud computing, have become a symbol of both technological progress and growing concern. Supporters see them as engines of economic growth, while environmentalists and residents warn that their enormous energy and water demands threaten the state’s resources an
Covertly AI
Nov 6, 20254 min read


OpenAI Urges U.S. Power Surge to Sustain Global AI Leadership
OpenAI is urging the United States government to dramatically expand its electricity generation, warning that without a massive increase in power supply, America risks losing its lead in artificial intelligence to China. In a letter to the White House Office of Science and Technology Policy, the company called for the construction of 100 gigawatts of new energy capacity each year, nearly double the total that the U.S. added in 2024, to meet the growing demands of AI infrastru
Covertly AI
Nov 4, 20254 min read


AWS and OpenAI Launch $38B Partnership to Power the Future of AI
Amazon Web Services (AWS) and OpenAI have entered a monumental $38 billion, multi-year partnership that underscores both companies’ growing ambitions in artificial intelligence and cloud computing. The agreement enables OpenAI to run its most advanced AI workloads on AWS’s high-performance infrastructure starting immediately, marking one of the largest cloud deals in history and a major shift in OpenAI’s cloud strategy ( Investing.com ). Under the deal, OpenAI will gain acce
Covertly AI
Nov 3, 20253 min read


Jerry Yang and Masayoshi Son: Shaping the Future of AI Investment
Yahoo co-founder Jerry Yang and SoftBank CEO Masayoshi Son are two visionary leaders whose influence continues to shape the technology...
Covertly AI
Feb 11, 20252 min read


Microsoft Commits $3 Billion to Strengthen AI and Cloud Infrastructure in India
Microsoft has unveiled a significant investment initiative, committing $3 billion to bolster India's cloud and artificial intelligence...
Covertly AI
Feb 10, 20252 min read


Blackstone's $300 Million Investment Fuels DDN's AI Revolution
Blackstone Tactical Opportunities has announced a landmark $300 million investment in DDN, a global leader in AI and data intelligence...
Covertly AI
Feb 4, 20252 min read


Yale Commits $150 Million to Advance AI Leadership and Research
Yale University has announced an ambitious plan to invest over $150 million in artificial intelligence (AI) initiatives over the next...
Covertly AI
Jan 23, 20252 min read


Microsoft's $3 Billion Investment to Make India an AI Powerhouse
Microsoft has announced a landmark $3 billion investment to enhance India's cloud computing and artificial intelligence (AI)...
Covertly AI
Jan 21, 20252 min read


Pure Storage Introduces GenAI Pod to Accelerate AI Innovation
Pure Storage, a leader in advanced data storage solutions, has unveiled its latest innovation, the GenAI Pod, alongside the certification...
Covertly AI
Jan 20, 20253 min read
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