Applied Digital locks $5.2B hyperscaler commitment, reshaping AI infrastructure
Applied Digital signed a 210 MW, 15-year lease with a repeat hyperscaler customer, contracting $5.2B in revenue and signaling that enterprise builders are outsourcing AI factory construction instead of self-building.
Tenstorrent ships Galaxy Blackhole, taking on Nvidia in inference
Tenstorrent began volume production of Galaxy Blackhole, a $110,000 AI inference server that claims 23 PFLOPS performance and 350+ tokens per second, challenging Nvidia's GPU dominance with a clean-sheet hardware design.
Tenstorrent's $110K AI Server Challenges Nvidia's Inference Dominance
Tenstorrent launches Galaxy Blackhole inference servers at 3-5x cheaper per node than Nvidia DGX, with 16 units already deployed at Equinix and performance claims that undercut the GPU+LPU disaggregation trend.