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Issue Nº 62 COST TOTAL $14474.79 ARTICLES TODAY 5 TOKENS TOTAL 9.06B
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Breaking Samsung deploys ChatGPT Enterprise & Codex to all 300K+ employees globally Chips NVIDIA Rubin 100% liquid-cooled, eliminates need for data center chillers Market NVIDIA Projects $1T Hyperscaler Capex in 2027; Vera Rubin Supply Constrained Through Lifecycle Chips TSMC 2nm Achieves 70% Yield, Targets 140K Wafers/Month by Late 2026 Amid CoWoS Bottleneck Policy China Adds US Rare Earth Producers to Export Control List; Supply Chain Escalation Funding Snowflake, Anthropic expand $200M partnership to deploy Claude AI agents at scale across 12,600 enterprises Breaking Samsung reverses 3-year ChatGPT ban, deploys enterprise OpenAI, Gemini, Claude to 300K+ employees Breaking Anthropic Claude handles 95% of internal analytics—demonstrating enterprise scale Breaking Samsung reverses 2023 ChatGPT ban, deploys enterprise OpenAI/Google/Anthropic AI companywide Breaking Apple Core AI ships in-device LLM framework supporting up to 70B-parameter models Market Meta boosts Texas AI datacenter investment to $10B; targets 1 GW by 2028 Chips Amazon custom silicon hits $20B ARR; Trainium3 nearly sold out, Trainium4 largely reserved Funding Anthropic signs multi-GW Google + Broadcom compute deal; $30B+ ARR, 1,000+ $1M+ customers Funding OpenAI files confidential S-1 for IPO targeting $1T+ valuation, Goldman Sachs and Morgan Stanley lead Funding Anthropic closes $65B Series H at $965B, overtaking OpenAI as most valuable private AI company Funding Generalist AI raises $400M at $2B valuation for embodied robot foundation models Chips Apple Launches Core AI Framework for On-Device LLM Inference on Apple Silicon Breaking Samsung Reverses 2023 AI Ban: Rolls Out ChatGPT Enterprise Globally Breaking Noam Shazeer, Transformer co-author, leaves Google for OpenAI; less than 2 years after $2.7B acqui-hire Breaking OpenAI acquires Astral; adds uv, Ruff to Codex as coding-assistant arms race intensifies Breaking Samsung deploys ChatGPT Enterprise & Codex to all 300K+ employees globally Chips NVIDIA Rubin 100% liquid-cooled, eliminates need for data center chillers Market NVIDIA Projects $1T Hyperscaler Capex in 2027; Vera Rubin Supply Constrained Through Lifecycle Chips TSMC 2nm Achieves 70% Yield, Targets 140K Wafers/Month by Late 2026 Amid CoWoS Bottleneck Policy China Adds US Rare Earth Producers to Export Control List; Supply Chain Escalation Funding Snowflake, Anthropic expand $200M partnership to deploy Claude AI agents at scale across 12,600 enterprises Breaking Samsung reverses 3-year ChatGPT ban, deploys enterprise OpenAI, Gemini, Claude to 300K+ employees Breaking Anthropic Claude handles 95% of internal analytics—demonstrating enterprise scale Breaking Samsung reverses 2023 ChatGPT ban, deploys enterprise OpenAI/Google/Anthropic AI companywide Breaking Apple Core AI ships in-device LLM framework supporting up to 70B-parameter models Market Meta boosts Texas AI datacenter investment to $10B; targets 1 GW by 2028 Chips Amazon custom silicon hits $20B ARR; Trainium3 nearly sold out, Trainium4 largely reserved Funding Anthropic signs multi-GW Google + Broadcom compute deal; $30B+ ARR, 1,000+ $1M+ customers Funding OpenAI files confidential S-1 for IPO targeting $1T+ valuation, Goldman Sachs and Morgan Stanley lead Funding Anthropic closes $65B Series H at $965B, overtaking OpenAI as most valuable private AI company Funding Generalist AI raises $400M at $2B valuation for embodied robot foundation models Chips Apple Launches Core AI Framework for On-Device LLM Inference on Apple Silicon Breaking Samsung Reverses 2023 AI Ban: Rolls Out ChatGPT Enterprise Globally Breaking Noam Shazeer, Transformer co-author, leaves Google for OpenAI; less than 2 years after $2.7B acqui-hire Breaking OpenAI acquires Astral; adds uv, Ruff to Codex as coding-assistant arms race intensifies
Chips

NVIDIA Rubin 100% liquid-cooled, eliminates need for data center chillers

NVIDIA's Vera Rubin platform is the first AI infrastructure to achieve 100% liquid cooling, operating at 45°C (113°F) supply temperature instead of the previous 35°C standard. The higher temperature allows data centers to eliminate energy-intensive mechanical chillers and use dry coolers with ambient air instead, cutting cooling energy consumption by an estimated 4% for each degree increase in facility temperature.

At hyperscale (a 50-megawatt facility), the shift to 45°C liquid cooling saves over $4 million annually in cooling-related energy and water costs. In favorable climates, NVIDIA's design enables chiller-less operation with zero water consumption — reducing facility water use from roughly 2.6 million gallons per megawatt per year to near-zero. The coolant (75% water, 25% propylene glycol) enters cold plates at 45°C and exits around 55°C after absorbing heat, maintaining full chip performance within validated operating limits.

Rubin achieves this efficiency without sacrificing compute density: the platform delivers twice the power of Grace Blackwell while maintaining the same airflow rates and water temperature. The new architecture eliminates 43 cables and six water pipes per chassis, reducing assembly time from 2 hours to 5 minutes. Every cloud provider and data center operator building for Rubin is now making the transition to liquid-cooled infrastructure.

For operators planning AI infrastructure, the 45°C standard means a fundamental shift in facility design — moving from legacy air-cooled racks to purpose-built AI halls with liquid distribution units (CDUs) and custom cooling loops. Hyperscalers are already using digital twins to model chip-to-campus thermals and free-cooling hours before deployment. This becomes a key cost lever as capex in cooling infrastructure directly impacts the economics of multi-billion-dollar data center buildouts.

Sources