NVIDIA launches "AI Computing Partner Program": Offering computing power in exchange for revenue sharing and equity with cloud providers.
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AI giants like OpenAI and Anthropic are offering startups large amounts of free computing power in an effort to seize market share.
According to a report by the Wall Street Journal on July 7th, as reported by Mars Finance, AI companies such as OpenAI and Anthropic are offering substantial free computing power and discounts to startups to compete for enterprise customers. The report states that Silicon Valley startup founders are receiving computing credits, token usage limits, and auction-style discounts from AI model companies. Some early-stage companies have received over $3 million in cloud computing and token credits, approaching the median of seed funding in the US according to PitchBook. AI companies hope to acquire customers in the early stages of startups, making their tools an integral part of their business as these companies grow. Cursor offered a 75% discount until July 5th; Google Cloud offered up to $500,000 in cloud computing credits to some startups, along with early access to the Gemini model and, in some cases, support from DeepMind engineers. Microsoft and Amazon Web Services also offer special privileges to startups. OpenAI and Anthropic have recently been particularly focused on Y Combinator startups. In May, Sam Altman announced that OpenAI would offer $2 million in tokens to each startup participating in its accelerator program in exchange for equity. Around the same time, Anthropic increased its free token allocation to Y Combinator startups from $30,000 to $500,000, without requiring equity. OpenAI subsequently adjusted its offer, providing startups with $500,000 in free tokens, without requiring equity, and offering the option to exchange equity for an additional $1.5 million in tokens. These offers reflect the fierce competition among model providers for future large clients. Y Combinator runs four cohorts annually, with recent cohorts featuring approximately 200 companies each, meaning that OpenAI and Anthropic could potentially offer a combined $800 million in AI tokens over the next year. Christopher Acker, co-founder of SuperPenguin, stated, "The AI world is being driven by OpenAI and Anthropic because they are giving startups money to pay for usage costs."
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Sources say OpenAI, Anthropic, and Google are offering hefty computing power subsidies to startups to compete for enterprise clients.
According to a report by Odaily Odaily, citing sources cited by The Wall Street Journal, OpenAI, Anthropic, and Google are offering startups hundreds of thousands of dollars worth of computing resources and other incentives to attract new enterprise customers. (Jinshi)
NVIDIA's core energy ecosystem partners stated: "The 800V rollout is progressing normally."
According to Mars Finance, AI servers are becoming increasingly power-hungry, forcing data center power supply methods to a critical juncture. 800V high-voltage direct current (HVDC), originally considered a key component of Nvidia's next-generation AI data center solution, has recently been embroiled in controversy regarding "mass production delays": are cloud vendors unwilling to pay, or has the pace been misjudged? Sources from Nvidia's core energy ecosystem partners, such as Delta and ABB, indicate that the 800V solution is still progressing normally. However, the speed of this power supply revolution may not be determined by Nvidia alone, but by the entire still-developing energy infrastructure industry chain. Morgan Stanley stated that Nvidia clearly stated at the GTC Taipei conference that 800VDC development is progressing normally, and the corresponding power supply racks are expected to be ready for mass production in the third quarter of 2026. Furthermore, core supplier Delta Electronics is also expected to begin initial small-batch deliveries of 800V independent power supply racks to leading North American cloud vendors in the fourth quarter of 2026. (21st Century Business Herald)
Goldman Sachs released a report on China's AI computing power, predicting that domestically produced chips will account for over 50% of the market share by 2026.
According to a Goldman Sachs report, "China AI Computing Power," published by P Equity Research, China is accelerating the construction of its nationwide computing network. Related infrastructure projects are expected to attract 7 trillion yuan in investment by 2026, with data center investment reaching approximately 2 trillion yuan over the next five years. Currently, capital and technology are shifting massively to computing hubs in western China, while data centers in first-tier cities are transforming to focus on ultra-low latency computing, edge nodes, and AI inference. Although gigawatt (GW) clusters containing more than 100,000 chips are still scarce in China, in typical GW-level computing parks, workloads already consist primarily of inference (accounting for over half), along with training and full-stack R&D. The report predicts that by 2026, the market share of domestically produced AI accelerator chips is expected to exceed 50%. Huawei and Alibaba's Pingtouge lead the domestic camp with 20% and 7% market share respectively, but Nvidia currently maintains its overall market dominance with a 55% share. In terms of cost and performance, domestically produced chips have 40% to 50% lower capital expenditure per unit of IT power consumption compared to imported chips. However, due to the performance gap, their capital expenditure per unit of computing power is 2 to 4 times that of imported chips, and the computing power generated per unit of power consumption is only 10% to 30% of that of imported chips. In addition, the daily token output of Huawei's 910B/910C servers is about one-sixth to one-third of that of NVIDIA's H800, resulting in API profit margins based on this hardware lagging significantly behind those of competitors using NVIDIA hardware.
Yitian Intelligent: Subsidiary plans to purchase servers and related equipment for no more than 550 million yuan, mainly for providing computing power services to customers.
According to Mars Finance, Yitian Intelligent (300911.SZ) announced that its wholly-owned subsidiary, Gansu Yisuan Intelligent Technology Co., Ltd., plans to purchase servers and supporting equipment from multiple suppliers. The total contract amount is expected to not exceed 550 million yuan, mainly for providing computing power services to customers. (Cailian Press)