Google debuts AI chips with 4X performance boost, secures Anthropic megadeal worth billions

Google Cloud is introducing what it calls its most powerful artificial intelligence infrastructure to date, unveiling a seventh-generation Tensor Processing Unit and expanded Arm-based computing optio [...]

Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure

Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]

Google doesn't pay the Nvidia tax. Its new TPUs explain why.

Every frontier AI lab right now is rationing two things: electricity and compute. Most of them buy their compute for model training from the same supplier, at the steep gross margins that have turned [...]

Google splits its next TPU in two, and the AI chip war just became a design philosophy fight

Summary: Google made Ironwood, its seventh-generation TPU, generally available at Cloud Next 2026 while previewing its eighth-generation architecture: TPU 8t (Sunfish), a Broadcom-designed training ch [...]

5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring

For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]

How Google’s TPUs are reshaping the economics of large-scale AI

For more than a decade, Nvidia’s GPUs have underpinned nearly every major advance in modern AI. That position is now being challenged. Frontier models such as Google’s Gemini 3 and Anthropic’s [...]

Baseten takes on hyperscalers with new AI training platform that lets you own your model weights

Baseten, the AI infrastructure company recently valued at $2.15 billion, is making its most significant product pivot yet: a full-scale push into model training that could reshape how enterprises wean [...]

AI inference costs dropped up to 10x on Nvidia's Blackwell — but hardware is only half the equation

Lowering the cost of inference is typically a combination of hardware and software. A new analysis released Thursday by Nvidia details how four leading inference providers are reporting 4x to 10x redu [...]

Inference is splitting in two — Nvidia’s $20B Groq bet explains its next act

Nvidia’s $20 billion strategic licensing deal with Groq represents one of the first clear moves in a four-front fight over the future AI stack. 2026 is when that fight becomes obvious to enterprise [...]