OpenAI is accelerating on multiple fronts, but the pace of progress across the generative AI landscape is making it harder for the company to claim uncontested leadership. As Google's...
The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...
Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...
Alphabet Inc. has delivered a resounding answer to the biggest question hanging over its future: Artificial intelligence is not eating its core business—it is expanding it.
Driven by expanding AI servers, data centers, and new energy applications, third-generation semiconductor gallium nitride (GaN) is moving from niche technology toward mainstream power...
Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield...
D-Wave has begun 2026 with a series of strategic initiatives to further solidify its position in the race to commercialize quantum computing. The company, which has long focused on...
Counterpoint held an online seminar on January 28, 2026, to discuss the smart glasses market outlook, noting that with Google, Samsung, and Apple potentially entering the space, the...
The competition among cloud service providers (CSPs) and AI companies for application-specific integrated circuits (ASICs) has entered a new phase with Microsoft officially launching...
Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating...
MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...
OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI...
Nvidia CEO Jensen Huang arrived in China on January 23, 2026, following company tradition by attending Nvidia's annual meetings in Shanghai, Beijing, and Shenzhen. Rumors circulated...
