Google Cloud's revenue growth outpaced Amazon Web Services and Microsoft Azure in the first quarter, driven by enterprise adoption of its full-stack generative AI platform including Gemini models and …
Amazon Web Services is preparing to sell its Trainium AI chips as complete rack systems for customers to own and operate in their own data centers, following Google's move to sell TPU racks to Anthrop…
Google has developed new networking technologies for its TPU 8 series AI accelerators, including the Boardfly inter-chip interconnect and the Virgo datacenter-scale Ethernet fabric, to support both in…
Microsoft and OpenAI have amended their seven-year partnership, ending exclusivity clauses that allowed each to work only with each other on AI development and cloud services. Under the new terms, Ope…
Intel's data center CPU sales surged as AI inference demand shifted system designs from 8-to-1 GPU-to-CPU ratios to 4-to-1 or even 2-to-1 configurations, increasing CPU content per AI system. Intel CF…
The generative AI industry's competitive focus has shifted from developing frontier models to building agentic platforms, with 88% of senior executives planning to increase AI budgets due to agentic A…