The historic $15 billion partnership between Anthropic, Nvidia, and Microsoft will bring over one gigawatt of AI compute capacity online by 2026. This article examines what this massive infrastructure investment means for the AI industry, the competitive landscape, and the future of AI capability development.
Arm announces a new AGI-focused CPU targeting $15 billion in annual revenue by 2031, with the CPU total addressable market projected to reach $100 billion.
OpenClaw, the viral self-hosted AI agent platform, has transformed computing and raised security concerns as deployments hit 40,000+ instances worldwide.
GLM-5.1 trained entirely on Huawei chips challenges the effectiveness of US AI export controls. An analysis of what this means for the global AI race.
AMD's MI450 accelerator is set to launch in the second half of 2026 with a massive 6GW deal from Meta, marking a significant challenge to Nvidia's market leadership in AI computing.
An analysis of the competition between Google's Tensor Processing Units and Nvidia's graphics processors for AI inference workloads, examining performance, economics, and market dynamics.
Jensen Huang's assertion that 'we've achieved AGI' sparks intense debate across the AI community about the definition, implications, and future of artificial general intelligence.
Nvidia B300 AI servers reach $1 million in China amid US chip export restrictions, creating unprecedented infrastructure challenges for AI development.