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…expected to showcase how the chips designed for iPhones, Apple Watches, and Macs give it an edge in processing AI queries directly on devices. While cloud-based processing will remain necessary for…
…For years, the assumption around artificial intelligence infrastructure was that serious compute would be built in places where hyperscale cloud, developer density, and capital were already concentrated: Silicon Valley, Seattle, London, and…
Systems Anthropic reveals $30bn run rate and plans to use 3.5GW of new Google AI chips Broadcom's building the silicon and is chuffed about that, but also notes Anthropic remains…
…to the Cloud with AWS Let's start with a bit of context. AMD was founded in Sunnyvale, California in 1969, and its early work was in memory chips and semiconductors. It…
\-Models (vs OpenAI & Anthropic): Gemini competes at the frontier, with the Pro/Flash lineup going head-to-head on capability and cost. \-Chips (vs Nvidia): Google’s been running its own TPUs in-house for years, so they …
Microsoft has recently announced an “Xbox Mode” for PC, which can basically (theoretically) turn any PC into an Xbox, this mode reduces background activity and focuses all performance into gaming mode. But more impressiv…
On May 12, Google hosted “The Android Show: I/O Edition” before the main Google I/O keynote and honestly this may end up being one of Google’s biggest ecosystem shifts in years Android 17 is no longer being treated like …
…Our Accelerator Model forecasts Amazon and Google Cloud’s chip purchases broken down by precise SKU, and our Datacenter model to understand which datacenter and cloud partners support Anthropic’s ramp. The…
…The chip ships on the back of nearly 2.5 million Grace units sold, and Anthropic, OpenAI, xAI, ByteDance, CoreWeave, and Oracle are named as early customers. CFO Colette Kress told investors…
…EU cloud lobby takes Broadcom to Brussels over VMware partner purge CISPE files antitrust complaint, demands interim measures to stop what it calls chip giant's 'ongoing abuse' A lobbying trade body…
…Traditional EDA methodologies are evolving into AI-augmented and increasingly autonomous design environments, while system complexity is driving unprecedented collaboration between chip designers, software developers, packaging engineers, and cloud architects. As the…
…in the cloud. People familiar with Apple's plans speaking to The Information say the company is expected to showcase how the chips designed for iPhones, Apple Watches, and Macs give it…
…We saw the 192-core “Polaris” AmpereOne M chips, which started shipping in Q4 2024, appearing in instances on Oracle Cloud Infrastructure , and that was about it. We strongly suspect that Ampere…