Arch Research

BlackRock, GIP, MGX in group acquiring data center operator in $40B deal (Update) -  The AIP was founded by BlackRock, GIP, MGX, Microsoft (NASDAQ:MSFT) and Nvidia (NASDAQ:NVDA) to expand capacity of AI infrastructure. Its financial anchor investors include the Kuwait Investment Authority and Temasek. [ SA - 20251015] AMD to supply OpenAI with 6GW-worth of GPUs, 1GW deployment from 2026 - " Deal will also allow OpenAI to take a ten percent stake in the chipmaker" [ DCD - 20251006] Microsoft CTO claims company will mainly use its own AI chips in the future - " Microsoft hopes to one day use mainly its own AI data center chips, according to CTO Kevin Scott." [ DCD - 20251002] NVIDIA Partners With AI Infrastructure Ecosystem to Unveil Reference Design for Giga-Scale AI Factories - " At the AI Infrastructure Summit, NVIDIA’s Ian Buck introduces a reference design and partner-driven strategy to transform global infrastructure for high-performance, energy-efficient...

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Anthropic, Microsoft, OpenAI build out AI agent use cases "Large language model providers are rapidly building in agentic AI tools to handle tasks autonomously over time. Anthropic released Claude Sonnet 4.5, OpenAI is open sourcing Agentic Commerce Protocol to give ChatGPT a commerce boost and Microsoft sees Office as a way to vibe work ." Google launches protocol for AI agent-led payments "Google unveiled a new standard for payments made by artificial intelligence (AI) agents, enlisting more than 60 financial and technology companies globally to help shape the system." Agent2Agent Protocol (A2A) "A2A is an open protocol that complements Anthropic's Model Context Protocol (MCP), which provides helpful tools and context to agents. Drawing on Google's internal expertise in scaling agentic systems, we designed the A2A protocol to address the challenges we identified in deploying large-scale, multi-agent systems for our customers. " Model Context Prot...