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Browsing: AI infrastructure
Google Just Entered Nvidia’s Business by Selling Its Own AI Chips to Customers for the First Time. The Competitive Map Has Changed.
Google has spent years building its own AI chips for internal use and renting access to them through its cloud…
The AI cloud war between Amazon, Microsoft and Google is heating up significantly. The three big tech companies are fighting…
Microsoft’s $37 Billion in AI Revenue Tells You Everything About Who Is Actually Winning the Enterprise AI Race
Microsoft AI revenue has reached roughly $37 billion annually and it has significantly changed how enterprise AI is perceived. It…
The AI Boom Has Two Victims Nobody Expected: The People It’s Replacing and the Supply Chain It’s Breaking
The AI boom is often called AI-driven disruption because it affects both people and systems at once. It does not…
DEEPX Moves Toward a Public Listing. South Korea’s AI Chip Startup Wants a Bigger Seat At The Table
South Korean AI chip startup DEEPX announced it is preparing to list its shares domestically, and the company is open…
Google’s Talks with Marvell Show the TPU Race is Not Slowing Down. It is Moving Deeper into Custom Silicon
Google’s talks with Marvell Technology over two new AI chips point to the fact that the tech giant is still…
What OpenAI’s $20 Billion Cerebras Deal Says About the New Politics of AI Compute and Capital Flow
OpenAI’s reported agreement to spend more than $20 billion on Cerebras chips over three years is one of the clearest…
Aria Networks, a Palo Alto-based networking startup founded in January 2025, has raised $125 million in its first funding round…
Grid-Responsive AI: How Nvidia Plans to Turn Data Centers Into Power Assets with Emerald AI
Data centers are power-hungry by design, but Nvidia wants them to work in the opposite direction. At CERAWeek 2026, Nvidia…
Recently, new concerns emerged about Nvidia’s acquisition of SchedMD, the company behind the open‑source scheduling software “Slurm”. According to reports,…
