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Thursday 29 October 2026
Analysis: Google opens its AI chips to rivals but won't say if it makes money
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...
Thursday 29 October 2026
Google's cloud expansion strengthens AI business but strains cash generation
Google's parent, Alphabet, is turning demand for artificial intelligence into a larger cloud business. Still, its latest quarter shows that stronger operating performance does not...
Thursday 29 October 2026
Google's Gemini 4 Carbon takes top spot on independent AI index, but most users must wait
Google has retaken first place on a closely watched independent ranking of AI models with Gemini 4 Carbon, its second flagship release in a month. The lead is narrow, though; the model...
Thursday 29 October 2026
Google launches Genie 4 world model for select game, film teams
Google DeepMind has released Genie 4, its latest world model, as a research preview available only to a limited group of testers. The model generates real-time interactive environments...
Wednesday 28 October 2026
Google TPUs land Oracle, with OpenAI reportedly next
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...
Wednesday 28 October 2026
Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek
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...
Wednesday 28 October 2026
Google prioritizes frontier AI as cloud capacity runs short
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...
Tuesday 27 October 2026
Anthropic IPO filing exposes massive compute buildout spanning TPUs, GPUs, and dedicated data centers
Anthropic's IPO filing reveals an infrastructure strategy extending far beyond conventional cloud procurement, as the Claude developer locks in hundreds of billions of dollars of compute...
Tuesday 27 October 2026
AWS, Google challenge CUDA as AMD, Intel cut AI switch costs
AWS has launched the open-source TorchNeuron tool, allowing developers to port PyTorch artificial intelligence (AI) applications to its custom Trainium chips without rewriting code...
Thursday 22 October 2026
Apple, Google push PCB supply chain toward net zero amid challenges
PCB makers are expanding sustainability efforts as artificial intelligence (AI) and high-performance computing (HPC) drive demand for higher-performance boards. Still, the industry...
Wednesday 21 October 2026
US sanctions five Chinese entities over trade secret theft tied to ex-Google engineer
The US imposed sanctions on five Chinese entities tied to ex-Google engineer Linwei Ding for theft of trade secrets. The action follows his conviction for stealing confidential AI...
Tuesday 20 October 2026
ChatGPT hits 60,000 advertisers as OpenAI cuts prices
OpenAI is expanding its ChatGPT advertising business by cutting ad prices, adding campaign tools and recruiting advertising talent. ChatGPT has also emerged as one of the platforms...
Tuesday 20 October 2026
Google demonstrates magic state cultivation on Willow, cutting errors by about 40-fold
Google Quantum AI said on October 15, 2026, that it has shown "magic state cultivation" working in practice on its Willow processor, reducing errors about 40-fold compared with uncultivated...
Tuesday 20 October 2026
MediaTek's Google TPU v9 faces potential delay over glass substrate yields, but 2026 orders remain strong
Market reports have recently suggested that MediaTek's tensor processing unit (TPU) v9 project with Google could face delays in volume production as Google reportedly revises the chip's...
Monday 19 October 2026
Podcast highlights: Microsoft Maia 300 leads 2nm race, TSMC's US strategy shifts, Intel EMIB-T faces yield challenge
Microsoft's early adoption of TSMC's 2nm process, a US$2 billion manufacturing partnership between TSMC and GlobalFoundries, and delays to Google's next-gen TPU highlight diverging...