GPU compute

NVIDIA Secures 8 IT-GW AI Campus in Ohio With OpenAI

NVIDIA Secures 8 IT-GW AI Campus in Ohio With OpenAI

NVIDIA has secured 8 IT-GW of AI compute capacity at the PORTS-Pike Technology Campus in Ohio, with OpenAI as the 20-year anchor tenant. The move repositions NVIDIA from a chip supplier into a vertically integrated AI infrastructure guarantor, with significant implications for GPU availability, cloud pricing, and enterprise infrastructure strategy.

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Armada's $230M Series B: Building the U.S. Sovereign Edge AI Stack

Armada’s $230M Series B: Building the U.S. Sovereign Edge AI Stack

Armada has closed a $230M Series B at a $2B valuation and announced a manufacturing partnership with Johnson Controls to produce modular, sovereign AI data centers in Arizona. The announcement signals a maturation of the edge AI infrastructure market, with implications for enterprise buyers in defense, energy, and regulated industries who need AI compute beyond the hyperscaler model.

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