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NVIDIA COMPETITION
AMD expected to launch next generation of AI infrastructure to challenge NvidiaAdvanced Micro Devices is launching new artificial intelligence hardware on Thursday. This new hardware aims to compete directly with Nvidi...- Google increases capex forecast again after cloud-driven earnings beatThe search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said ...
- Intel, AMD sign long-term server CPU deals with Chinese clients as prices surgeThe move highlights a broader consequence of the AI boom: demand has spread beyond AI accelerators to memory, networking gear and server pr...
- Meta's Muse Spark edges past Google's Gemini on AI benchmarkMeta's new AI model has edged past Google's Gemini on a key benchmark. This development has sparked discussions among AI industry observers...
- The geopolitics of AI: Why WAICO mattersChina's formation of the World Artificial Intelligence Cooperation Organization marks a pivotal moment in the global AI landscape, marking ...
- Moonshot is creating new winners and losers in the AI tradeThe Chinese startup unveiled Kimi K3 on Friday, a model that it says delivers performance that rivals top-tier offerings from OpenAI and An...
- Hut 8 signs $9.8 billion AI data centre lease, fully commercialises Texas campusHut 8 signed a second 15-year lease worth $9.8 billion. This agreement fully commercialises their 1-gigawatt Beacon Point campus in Texas. ...
- Global Market: AI-driven chip rally stumbles as investors question lofty valuations after sharp selloffGlobal artificial intelligence stock rallies experienced a sharp setback last week. Investors are now reassessing expectations surrounding ...
- China's Kimi K3 emerges as a low-cost rival to Anthropic's Fable 5China's Kimi K3 AI model is now challenging premium frontier models with its performance. It joins Meta's Muse Spark and Google's Antigravi...
- Beyond Nvidia: The hidden winners of the AI investment boomThe real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO a...
- China's Xi to outline AI diplomacy vision at key Shanghai forumPresident Xi Jinping will present China's ambitious AI governance vision at a Shanghai forum. Huawei will debut its advanced AI computing s...
- China's Xi Jinping to outline AI diplomacy vision at key Shanghai forumPresident Xi Jinping will present China's ambitious AI governance vision at a Shanghai forum. Huawei will debut its advanced AI computing c...
- US-China tech rivalry explained: Why the AI and chip war mattersThe US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this o...
- BigBasket’s profitability plan; UnifyApps eyes $100 million fundingHappy Wednesday! BigBasket is slashing its operational footprint to stay relevant in the quick commerce race. This and more in today’s ETec...
- Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...
- Auto companies find it difficult to monetise software services after complimentary term endsGlobally, nearly 350 million connected cars are on the road. They account for about a fourth of cars in India and that number is rising. Be...
- Global Market: Cerebras bets big on Europe with AI infrastructure expansion amid soaring demandCerebras is significantly increasing its European AI computing capacity. The company plans to reach 200 megawatts by next year. This expans...
- US stocks today: S&P 500, Nasdaq end lower as AI worries hit chipmakersU.S. markets closed lower as chip stocks declined on concerns the AI-driven rally may be overstretched. Losses in Micron and other semicond...
- China's DeepSeek developing its own AI chipThe chip is designed for inference - the stage of AI computing in which a trained model generates responses for users - rather than for tra...
- China's Meituan says new AI model trained on domestic chipsChinese tech giant Meituan has unveiled LongCat-2.0, a new AI model comparable to Google's Gemini 3.1 pro. This marks a significant achieve...
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