Étiquette : infrastructure (Page 1 of 5)

Anthropic: un accord avec SpaceX pour doubler ses capacités

7 mai 2026 / noflux

“Victime de son succès, Anthropic ne parvenait plus depuis des mois à satisfaire la demande, nombre d’abonnés professionnels se plaignant d’épuiser leur quota en moins de vingt minutes avec les modèles de pointe. En mars, l’entreprise de San Francisco, qui prépare une entrée en bourse retentissante, avait dû réduire les quotas pendant les heures de pointe, faute d’avoir assez de processeurs pour satisfaire toutes les requêtes.
À l’inverse, l’entreprise d’Elon Musk xAI se trouve en surcapacité, n’utilisant qu’une faible part de la puissance de calcul de Colossus. Le plus grand de ses centres de données, près de Memphis (Tennessee), est la cible de critiques pour son alimentation avec des turbines à gaz sans permis environnemental et sa consommation massive d’eau.
Mercredi en fin d’après-midi, Elon Musk a annoncé sur le réseau social X que la société xAI allait être dissoute et ses activités totalement intégrées à SpaceX, qui l’a absorbée début février.”

Source : Anthropic: un accord avec SpaceX pour doubler ses capacités

OpenAI ends Disney partnership as it closes Sora video-making app

25 mars 2026 / noflux

“OpenAI told the BBC on Wednesday that it has discontinued Sora so that it can focus on other developments, such as robotics « that will help people solve real-world, physical tasks. »
A spokesperson for The Walt Disney Company said « we respect OpenAI’s decision to exit the video generation business and to shift its priorities elsewhere ».
Disney will engage with other AI platforms to find ways to responsibly use the technology without infringing on intellectual property rights, a spokesperson said.
OpenAI said it is shutting down both its Sora consumer app and the internet-based platform that professional install to generate videos. The BBC understands that with the closure of Sora, OpenAI will no longer focus on developing video-generation tools.
The firm said it aims to create other forms of advanced AI, including « agentic » technology capable of autonomously completing tasks with little human oversight.”

Source : OpenAI ends Disney partnership as it closes Sora video-making app

Terafab : Elon Musk veut créer sa propre usine de semiconducteurs au Texas

23 mars 2026 / noflux

“Musk, qui n’a pour l’instant aucune expérience directe dans la fabrication de semiconducteurs, se plait à associer ses nouveaux projets à des objectifs chiffrés dantesques, et le milliardaire n’a pas dérogé à cette habitude. D’après lui, Terafab a vocation à rapidement monter de 100 000 à 1 million de wafers par mois, pour produire, à terme, 100 à 200 milliards de puces par an. L’ensemble représenterait l’équivalent de 1 TW (térawatt) de puissance de calcul, ce que Musk estime être le double de la puissance couramment consommée sur le réseau électrique des États-Unis. À titre de comparaison, le leader mondial de la gravure TSMC atteint des cadences de l’ordre de 160 000 wafers par mois sur ses procédés de fabrication en 3 nm et vise une production équivalente pour fin 2026 sur ses lignes en 2 nm. ”

Source : Terafab : Elon Musk veut créer sa propre usine de semiconducteurs au Texas – Next

Face aux projets de centres de données, des résistances s’organisent

1 mars 2026 / noflux

“L’enjeu, pour des associations comme PEPS, est aussi de sensibiliser à ce que l’ensemble de la chaîne de production provoque. « On organise beaucoup la mobilisation autour du Congo, explique Merlin Gautier-Marchand, parce que la construction des serveurs exige beaucoup d’or et de coltan », des matériaux extraits dans des conditions dramatiques – en 2023, Amnesty International calculait qu’environ 40 000 enfants travaillaient dans les mines de Cobalt, notamment autour de la ville de Kolwezi.”

Source : Face aux projets de centres de données, des résistances s’organisent – Next

The data center rebellion is reshaping the political landscape

1 mars 2026 / noflux

“From Archbald, Pennsylvania, to Page, Arizona, tech firms are seeking to plunk down data centers in locations that sometimes are not zoned for such heavy industrial uses, within communities that had not planned for them. These supersize data centers can use more energy than entire cities and drain local water supplies. Anger over the perceived trampling of communities by Silicon Valley has entered the national political conversation and could affect voters of all political persuasions in this year’s midterm elections. Many of the residents fighting the project in Sand Springs voted for President Donald Trump three times and also backed Gov. J. Kevin Stitt (R), who implores tech firms to build in his state.”

Source : The data center rebellion is reshaping the political landscape – The Washington Post

Project Vault and the U.S. Strategic Critical Mineral Reserve

9 février 2026 / noflux

“On Monday, February 2, EXIM, in coordination with the White House, announced the launch of Project Vault, an unprecedented and uniquely American decentralized approach to strengthen U.S. critical minerals supply chains. Backed by a $10 billion EXIM loan and nearly $2 billion in private-sector investment, Project Vault establishes the U.S. Strategic Critical Minerals Reserve, an independently governed public-private partnership that will store essential raw materials in secure facilities across the United States.”

Source : Week in Review: Project Vault and the U.S. Strategic Critical Mineral Reserve | EXIM.GOV

3 things to know about Ironwood, Google’s latest TPU

30 novembre 2025 / noflux

"On the left: A close-up of four Ironwood chips. On the right: A data center wall with rows of server racks, complex cabling and overhead cable trays."

“Ironwood is the result of a continuous loop at Google where researchers influence hardware design, and hardware accelerates research. While competitors rely on external vendors, when Google DeepMind needs a specific architectural advancement for a model like Gemini, they collaborate directly with their TPU engineer counterparts. As a result, our models are trained on the newest TPU generations, often seeing significant speedups over previous hardware. Our researchers even use AI to design the next chip generation — a method called AlphaChip — which has used reinforcement learning to generate superior layouts for the last three TPU generations, including Ironwood.”

Source : 3 things to know about Ironwood, Google’s latest TPU

Overcapacity + Weak Demand = Bubble. AI is not yet a Bubble.

15 novembre 2025 / noflux

Imagine, hypothetically, inventing an AI architecture that delivers top-tier AI model performance using just 1% of current compute needs. The demand for AI would remain strong – possibly even increasing due to reduced costs (the famous “Jevons Paradox”) – but not enough to utilize fully the vast GPU parks built at great expense. Suddenly, 99% of that infrastructure would become redundant overnight, despite continued high demand for AI itself. You simply can’t scale demand fast enough to justify such surplus infrastructure. You cannot “jevons” your way out of this.
And this is where the condition for a bubble – not enough demand for the overcapacity of compute – would be met.

Source : Overcapacity + Weak Demand = Bubble. AI is not yet a Bubble.

AWS’s Project Rainier: the world’s most powerful computer for training AI

8 novembre 2025 / noflux

“Project Rainier is now in use, featuring one of the world’s largest AI compute clusters with nearly half a million Trainium2 chips. AWS deployed this massive AI infrastructure project less than one year after it was first announced, with partner Anthropic already running workloads. Anthropic is actively using Project Rainier to build and deploy its industry-leading AI model, Claude, which AWS expects to be on more than 1 million Trainium2 chips by the end of 2025.”

Source : AWS’s Project Rainier: the world’s most powerful computer for training AI

AWS rolls out Fastnet subsea cable connecting U.S. and Ireland