AI Infrastructure Race Heats Up
Google-Intel Partnership, $5.5B Data Center Valuations, and the Shift Away from Nvidia. The battle for AI compute is no longer just about models; it’s about the infrastructure powering them. This week, a cluster of significant developments demonstrates that tech giants are racing to secure the necessary resources to support their AI ambitions. Google has deepened its partnership with Intel, while Firmus has reached a $5.5 billion valuation, and Uber has begun adopting Amazon AI chips. These moves signal a shift in the AI infrastructure landscape, as companies look to diversify their hardware options beyond Nvidia.

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