The compute substrate for effectively all frontier AI training and inference.
Open roles moved from 1,687 to 1,840 over the trailing 30 days, with silicon engineer roles leading the increase.
A modest but consistent increase, more likely steady expansion than a new initiative.
Estimated employees moved from 33,708 to 36,000 across the trailing 90 days, based on public profile and directory changes.
Steady headcount growth, consistent with planned expansion rather than a step change.
Median posted compensation for deep learning engineer roles moved from about $266K to $300K across 720 observed postings and reports.
Pay moving this fast usually signals a supply shortage rather than a general raise.
New national AI infrastructure agreements were confirmed across three countries, with delivery scheduled through next year.
Sovereign deals reduce the supply available to commercial buyers.