Google and Anthropic announce cloud deal worth tens of billions of dollars
cnbc - While Google is powering Anthropic's next phase of compute expansion, Amazon remains its most deeply embedded partner.
- Billion-dollar deals spotlight high-stakes AI investments (5)
- Expanding AI training capacity and strategic partnerships (2)
- Securing one million TPUs for next-gen AI models (2)
- All Other Stories
Billion-dollar deals spotlight high-stakes AI investments
Expanding AI training capacity and strategic partnerships
Securing one million TPUs for next-gen AI models
All Other Stories
Back to Top / Thursday, October 23, 2025, 6:21 pm / permalink 15362 / 10 stories in 4 months
Apple's A20 chips could launch a new era of thinner, cooler iPhones
appleinsider - Apple's next iPhone processors may bring a major leap in power and efficiency, setting up the company's 2-nanometer era ahead of its rivals.A20 is expected to use a 2nm processApple is preparing two next-generation chips, the A20 and A20 Pro, for the iPho…
Back to Top / Thursday, October 23, 2025, 1:20 pm / permalink 15354 / 2 stories in 4 months
China pushes high tech in 5-year plan as tensions with US intensify - Financial Times
google - China pushes high tech in 5-year plan as tensions with US intensify Financial Times
Back to Top / Sunday, October 19, 2025, 11:20 pm / permalink 15204 / 3 stories in 4 months
Meta and Arm Forge Strategic AI Partnership
Meta Platforms and Arm Holdings have announced a strategic collaboration aimed at boosting AI performance and energy efficiency. The partnership will integrate Arm’s advanced, energy-saving technologies into Meta’s systems as the companies seek to optimize AI workloads and scale up their technological ambitions.
Back to Top / Wednesday, October 15, 2025, 8:20 pm / permalink 15160 / 3 stories in 4 months
ASML Warns of ‘Significant’ China Sales Drop Despite Strong Q3 Earnings Fueled by AI
Markus Kasanmascheff / winbuzzer - ASML has reported strong Q3 2025 earnings driven by AI but warns of a significant sales decline in China for 2026 due to escalating U.S. export controls.The post ASML Warns of ‘Significant’ China Sales Drop Despite Strong Q3 Earnings Fueled by AI appeared…
Back to Top / Wednesday, October 15, 2025, 4:20 am / permalink 15137 / 6 stories in 4 months
OpenAI partners with Broadcom to produce its own AI chips
Robert Hart / theverge - OpenAI is teaming up with Broadcom to produce its own computer chips to power its AI data centers. The deal is the latest in a series of partnerships designed to reduce the company’s reliance on Nvidia and secure enough computing power to fuel apps like C…
- Deal details powering AI chip expansion (13)
- Market and financial reactions on full display (5)
- On site: Third-party alliances reshape the deal (0)
- All Other Stories
Deal details powering AI chip expansion
Market and financial reactions on full display
On site: Third-party alliances reshape the deal
All Other Stories
Back to Top / Monday, October 13, 2025, 10:20 am / permalink 15090 / 19 stories in 4 months
Musk’s xAI raises $20 billion, but won’t call it a raise
Catherine Baab / qz - The raise uses a special-purpose vehicle to keep debt off Musk's balance sheet and hardware in investors’ hands
Back to Top / Wednesday, October 8, 2025, 8:21 am / permalink 15019 / 5 stories in 4 months
Oracle’s High Cost of Nvidia Chips Squeezes its AI Cloud Profits
Markus Kasanmascheff / winbuzzer - Oracle has reportedly thin AI cloud margins due to costly Nvidia chips, raising investor concerns despite its key role in the $400B+ Stargate project.The post Oracle’s High Cost of Nvidia Chips Squeezes its AI Cloud Profits appeared first on WinBuzzer.
Back to Top / Tuesday, October 7, 2025, 1:21 pm / permalink 15006 / 2 stories in 4 months
Intel stock pops on news company is in early talks to add AMD as a customer
cnbc - The U.S. government, Nvidia and Softbank have all taken recent stakes in Intel.
- Intel-AMD Foundry Partnership Talks (4)
- Market Reaction to Foundry Deal News (1)
- Other Unrelated Tech and Stock Items (0)
Intel-AMD Foundry Partnership Talks
Market Reaction to Foundry Deal News
Other Unrelated Tech and Stock Items
Back to Top / Wednesday, October 1, 2025, 7:21 pm / permalink 14955 / 5 stories in 5 months
OpenAI ropes in Samsung, SK Hynix to source memory chips for Stargate
Ram Iyer / techcrunch - OpenAI has struck agreements with two of the world's biggest manufacturers of memory chips, Samsung Electronics and SK Hynix, to make DRAM wafers for the Stargate AI infrastructure project, and build data centers in South Korea.
Back to Top / Wednesday, October 1, 2025, 10:21 am / permalink 14943 / 6 stories in 5 months
Qualcomm scores big win over Arm in contentious lawsuit — U.S. court rejects Arm’s lawsuit, confirms Qualcomm’s can use Oryon cores acquired via Nuvia
tomshardware - The ruling builds on Qualcomm’s 2024 trial win, rejecting Arm’s attempt to force destruction of Oryon CPU designs.
Back to Top / Wednesday, October 1, 2025, 8:21 am / permalink 14938 / 4 stories in 5 months
Intel turns to Apple for potential investment as it looks to rebuild chip business
techspot - Intel has reportedly held early talks with Apple about a possible investment. The struggling chipmaker is seeking to stabilize its business with new backers following recent partnerships with other rivals and overseas investors. Anonymous sources told Blo…
Back to Top / Thursday, September 25, 2025, 3:21 pm / permalink 14865 / 4 stories in 5 months
Qualcomm Announces Snapdragon 8 Elite Gen 5 Smartphone Chip
Laurent Giret / thurrott - Qualcomm just took the wraps off its new Snapdragon 8 Elite Gen 5 SoC at its Snapdragon Summit in Hawaii.The post Qualcomm Announces Snapdragon 8 Elite Gen 5 Smartphone Chip appeared first on Thurrott.com.
Back to Top / Wednesday, September 24, 2025, 4:20 pm / permalink 14841 / 9 stories in 5 months
Qualcomm’s Snapdragon X2 Elite Series Chips to Power New Copilot+ PCs Coming in 2026
Laurent Giret / thurrott - Qualcomm revealed today its next-gen chips for ARM-based PCs, the Snapdragon X2 Elite and Snapdragon X2 Elite Extreme.The post Qualcomm’s Snapdragon X2 Elite Series Chips to Power New Copilot+ PCs Coming in 2026 appeared first on Thurrott.com.
- Cutting-edge chip performance benchmarks. (3)
- Innovative PC launches and experiences unfold. (7)
- Showdowns: Crushing Intel, challenging Apple's chip dominance. (2)
- All Other Stories
Cutting-edge chip performance benchmarks.
Innovative PC launches and experiences unfold.
Showdowns: Crushing Intel, challenging Apple's chip dominance.
All Other Stories
Back to Top / Wednesday, September 24, 2025, 4:20 pm / permalink 14842 / 14 stories in 5 months
Intel-Nvidia: The baton passes to the CUDA era
David Vellante and David Floyer / siliconangle - In our view, the Intel–Nvidia pact further accentuates Nvidia Corp.’s dominant market position and represents a milestone in the transition to the next era of computing. Just as Intel Corp. had a lock on the market in the ’80s and ’90s, Nvidia has now ext…
Back to Top / Saturday, September 20, 2025, 8:20 pm / permalink 14768 / 2 stories in 5 months