We see large potential” in MediaTek’s AI application-specific integrated circuits, Morgan Stanley analysts including Charlie ...
The prospect of Meta shifting a large slice of its AI workloads onto Google’s custom chips is more than a big-ticket cloud contract. It is a direct challenge to Nvidia’s grip on the most critical ...
The best AI stocks aren't always the hidden gems.
Google ( GOOG, GOOGL) on Monday became the fourth company to join the $4 trillion market cap club, riding a wave of investor ...
Google caused two significant disruptions in the AI chip field last month. The first one is the release of its seventh-generation tensor processing unit (TPU), codenamed Ironwood. The chip offers a ...
Eight years after the first mobile NPUs, fragmented tooling and vendor lock-in raise a bigger question: are dedicated AI ...
Apple is preparing to mass-produce its own AI-focused server chips in the second half of 2026 amid reliance on a short-term ...
Apple is reportedly in discussions with Google to use its cloud infrastructure for the purported Siri chatbot.
This year, discussions revolve around a broader standpoint — of how the technology is expected to be implemented, its risks, and the impact on society.
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