AMD is backing one of its largest AI customers with capital and chips. Alongside an update on its hardware work with Meta, the chipmaker said on October 27 that it will invest US$1...
Google's tensor processing unit (TPU) business has gained one confirmed and one reported major customer within a week, adding pressure on Nvidia, whose graphics processors still dominate...
Taiwanese IC design leaders MediaTek, Realtek, and Parade Technologies will hold their third-quarter 2026 earnings conferences in succession this week, offering the market an early...
Celestica said customer demand forecasts for 2028, based solely on programs it has already won, are "meaningfully higher" than its 2027 revenue outlook, as it used its October 27 Investor...
Anthropic recently disclosed details of its computing partnerships with Google, Amazon Web Services (AWS), Microsoft, Advanced Micro Devices (AMD), and other providers in its S-1 filing...
Nvidia's newly unveiled DSX POD promises to accelerate AI data-center deployment from months to weeks, joining earlier modular offerings from Microsoft and Amazon Web Services (AWS)...
Google recently unveiled its flagship AI model, Gemini 4 Argon. The model consumed an unprecedented 25 trillion tokens within 72 hours of launch—three times the volume recorded...
Silicon Valley venture capital firm Playground Global returned to Taiwan with six portfolio companies spanning memory, power management, optical communications and advanced packaging,...
The momentum surrounding chip financing is being met with a subtler but increasingly consequential shift in how AI infrastructure is funded, as technology giants expand compute commitments...
Anthropic's IPO filing presents a company growing quickly enough to justify one of the AI industry's most aggressive infrastructure buildouts. But buried in the prospectus is a less...
Speaking at GTC Berlin and on SpaceX's third-quarter 2026 earnings call, respectively, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk reached a rare consensus on a pivotal topic:...
Australia's push to become an AI infrastructure hub for the Asia-Pacific is running into constraints that capital alone cannot solve: the last mile of grid connection, and the consent...
At its GTC conference in Berlin, Nvidia discussed the RTX Spark notebook, various implementations and partnerships involving physical AI, AI agents, and CUDA-X, as well as the DSX...
Anthropic's IPO filing does more than outline the economics of a rapidly scaling AI company. Its risk disclosures show frontier AI developers becoming increasingly exposed to governments...
Microsoft launched a time-limited Voluntary Exit Offer (VEO) for approximately 60,000 employees in the US, Canada, the UK and India, as the software and cloud provider reshapes its...
