July 28, 2026 — curated links and takeaways.
1. AMD Secures AI Data Center Capacity From Core Scientific in $14B Power Play
AMD secured 2.5 gigawatts of data center capacity from Core Scientific under 15-year leases worth $14B, directly addressing the infrastructure bottleneck constraining AMD deployment. This is the first major power-locked capacity deal for AMD, signaling it can now match Nvidia's hyperscaler relationships and reduce inference cost variance across customer deployments.
2. NVIDIA Vera Rubin Driving Performance Per Watt, Lower Token Costs for Partners Worldwide
Google Cloud's A5X bare-metal instances built on Nvidia Vera Rubin NVL72 deliver 10x lower inference cost per token and 10x higher token throughput per megawatt. This represents a material shift in inference economics and locks Nvidia's lead on per-watt efficiency, directly reducing customer burn on long-running serving workloads.
3. Nvidia In Talks With OpenAI To Guarantee $250 Billion Financing For Data Center
Nvidia is discussing $250B in financing guarantees to OpenAI for a massive data center project, expanding Nvidia's role from chip supplier into infrastructure financier. This consolidates Nvidia's control over end-to-end capacity and signals confidence in sustained inference scaling, but also creates single-vendor risk for frontier labs.