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8 stories taggedcompute.

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AI2Day OriginalAI Business

GPUs quietly returned to our front page last week

AI2Day ran four GPU stories between 20 and 26 October 2026, up from one the week before. Three separate outlets carried the thread. Here is what the shape of that bump suggests, and what it does not.

3 min read
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AI Business

Arthur Hayes Thinks the AI Data Centre Boom Ends in a Bailout. He's Built a Crypto Project for That Moment.

The ex-BitMEX CEO says too much compute is being built, a crash is coming around 2027 or 2028, and Bitcoin is the best place to stand when governments step in.

3 min read
Illustration: A dense server room filled with rows of glowing GPU racks bathed in cool blue and green light
Science & Space

How a Research Lab Stopped Researchers From Hoarding GPUs

The Allen Institute for AI replaced a broken priority system with a budget model that treats GPU time like money. The fix is unglamorous and it works.

4 min read
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Explained

The AI Jargon Glossary You Actually Need: From AGI to Diffusion, Explained Plainly

Words like 'LLM', 'RAG' and 'chain of thought' fly around every AI conversation. Here's what they actually mean, in plain English, with no background required.

5 min read
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AI Business

Two-year-old British AI firm Nscale is chasing $3.5 billion before a possible IPO this month

The compute startup, founded in 2024, is in talks to raise $1.5 billion in convertible notes and $2 billion from Nvidia as it eyes a stock market listing.

3 min read
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AI Business

Wall Street Wants to Turn Nvidia Chips Into a New Asset Class. Here's Why That's Complicated.

Six of the world's biggest financial firms are joining Nvidia to bundle $500 billion in chip financing. The pitch is that GPUs are now investable assets like buildings or bonds. The catch: Nvidia's own CEO said something very different about chip lifespans just last year.

4 min read
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AI Business

SpaceX AI Revenue Tripled to $2.6 Billion, But the Division Still Lost $1.5 Billion

SpaceX is now a major seller of computing power to AI companies, but its AI arm is burning cash even as the broader company narrows its losses.

3 min read
Illustration: a sleek modern data centre corridor at night, rows of server racks glowing with soft blue and amber light
Frontier Labs

Safe Superintelligence and Nvidia Strike a Multi-Billion Dollar Partnership to Scale AI Safety Research

Ilya Sutskever's secretive AI lab is coming out of two years of quiet work with a major compute deal, access to Nvidia's newest chips, and a valuation of $32 billion.

4 min read
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