AMD, Arm Holdings, and Intel are competing to dominate the CPU market for autonomous AI agent workloads, a shift that could reshape semiconductor competition away from GPUs. AMD's x86 server CPU reven…
Google overhauled Gemini usage quotas on May 17, replacing fixed prompt-based limits with a compute-based model that measures actual processing power per request, causing power users to hit limits fas…
OpenAI CFO Sarah Friar introduced a new scorecard on July 17 that measures AI investment value using a metric called 'useful intelligence per dollar,' which quantifies economic value relative to total…
AMD reported Q1 2026 revenues of $10.25 billion, a 38% year-over-year increase, with data center revenue reaching approximately $5.775 billion, up 57%. The chipmaker is expanding AI infrastructure thr…
Moonshot AI released Kimi K3, a 2.8 trillion-parameter open-weight model, on July 16 at the World Artificial Intelligence Conference in Shanghai, making it the largest open-source AI model to date. Ch…
Alphabet, Microsoft, Amazon, and Meta are guiding for between $635 billion and $665 billion in combined 2026 capital expenditure, with some estimates reaching $725 billion, as earnings reports begin t…
Moonshot AI, a Beijing-based startup founded in March 2023 by Tsinghua University alumni, plans to launch its Kimi K3 model around July 15 to challenge Anthropic's Claude Opus 4.8. The model features …
ChangXin Memory Technologies (CXMT) has raised its IPO target to 66.6 billion yuan ($9.8 billion) for AI chip expansion on Shanghai's STAR Market, nearly doubling its previous goal of 29.5 billion yua…
ASML Holding NV reported Q2 2026 revenue above Wall Street's consensus forecast of roughly $10.27 billion to $10.28 billion, driven by demand for AI-capable semiconductors, with earnings per share exp…
Google researchers detailed a new dynamic pricing system, the Google Quota Marketplace (GQM), that boosted node utilization on its GPU clusters from under 75% to over 93%, according to a paper submitt…
Meta Platforms is launching an internal division called 'Meta Compute' to monetize surplus AI infrastructure by offering raw compute power and hosted AI models to external developers, a move that sent…
A growing number of firms are pulling back on open-ended AI spending policies after discovering that encouraging employee experimentation translates into large invoices, a shift dubbed 'Tokenpocalypse…
China's May exports surged 19.4% year-over-year, driven by a 110.9% jump in integrated circuit shipments, as global AI hardware demand masks deepening weakness in the domestic economy where car sales …
Nvidia on July 1 announced software optimizations that boost token throughput by up to 5x for DeepSeek V4 on Blackwell systems, with throughput improvements reaching 20x compared to baseline configura…
Apple is developing the M7 Ultra chip with a potential 1.5TB unified memory capacity, targeting a 2028 release and aiming to deliver AI performance comparable to Nvidia's Blackwell accelerators, accor…
Sunrun, the largest US residential solar provider, launched a pilot program to install AI compute nodes in customers' homes, paying homeowners to host the hardware and selling the compute power to ent…
Amazon Web Services launched Loom, an open-source agent platform for building and managing AI agents on AWS, integrating services like Bedrock and AgentCore Runtime with enterprise governance features…
Micron Technology committed $200 billion to US memory chip manufacturing and R&D through 2035, a $30 billion increase from prior pledges, aiming to produce 40% of its DRAM domestically. The expansion,…
XAI released Grok 4.5 on July 8, topping the SWE Marathon benchmark with a 29.0% resolution rate and surpassing Anthropic's Claude Opus 4.8. The model, trained on tens of thousands of NVIDIA GB300 GPU…
Nvidia's trailing price-to-earnings ratio has fallen to 31, its lowest level in seven years, as earnings growth catches up with the stock's valuation. The compression occurs even as shares trade near …