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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 [...]
Light Phone III review: Minimalism stretched to the point of frustration
Like untold millions of smartphone users, I have a bit of a problem. I’ve been trying, with middling success, to be more mindful about how I use my phone. I’ll often uninstall various social media [...]
The Italian deeptech making graphene-based optical chips gets €211M
CamGraPhIC, a subsidiary of Milan-based 2D Photonics, has received European Commission approval for €211M in Italian state funding to industrialise its graphene photonic interconnect technology and [...]
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 [...]
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 DeepSeek’s radical architecture is shattering Silicon Valley's token moat
DeepSeek’s announcement over the weekend that it has made its 75% price cut permanent on its flagship V4 Pro model is a disruptive assault on the capital-heavy business models of Silicon Valley’s [...]
The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs
Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model [...]