Alphabet's $75B AI CapEx in 2025 fuels growth with 4X compute efficiency gains, driving ROI, market share, AI adoption, and ...

Broadcom makes a lot of different types of semiconductors. When it comes to AI data centers, it plays an essential role. It ...

A rather unexpected metric is perhaps the one from Morgan Stanley (via @Jukanlosreve) that counts the wafer consumption of AI processors. There are no surprises, though: Nvidia controls the lion's ...

Introduction A Tensor Processing Unit (TPU) is a specialized hardware accelerator developed by Google to enhance machine learning performance, ...

OpenAI is finalizing the design for its first custom AI training chip and is currently in the tape out phase, the final ...

Allegedly, OpenAI will finalize the design of their own AI chip and will start manufacturing starting 2026. Here's the whole ...

The majority of the spending will target technical infrastructure, including servers and data centers, CFO Anat Ashkenazi said Tuesday.

Omdia predicts rapid growth in demand for Google’s Tensor Processing Unit (TPU) AI chips, a trend that may be strong enough to start chipping away at NVIDIA’s market dominance in GPUs. 3Q results from ...

"The trade secrets contain detailed information about the architecture and functionality of TPU chips ... cutting-edge AI workloads. The trade secrets also pertain to Google's custom designed ...

OpenAI could finalize its AI chip design this year, according to a report from Reuters.

A Chinese national who has been indicted for allegedly stealing AI secrets from Google is facing additional charges, federal prosecutors said.

Google has released a study on the full lifecycle emissions of its AI accelerator chips, finding its improvements in hardware efficiency helped cut carbon ...