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Intel and Google extended their existing partnership that includes smart networking controllers as well as CPUs.
Broadcom will help develop TPUs and provide them to Anthropic.
More than 60% of global AI compute capacity sits with hyperscalers, led by Google, raising new questions about control, pricing power, and access.
Likely delay in Nvidia’s Rubin GPUs may leave enterprises facing slower access to next-gen infrastructure and extended reliance on current systems.
The $25B initiative could redefine chip manufacturing at scale, but supply constraints and long timelines likely mean IT buyers won’t feel its effects for years.
With Nvidia now controlling Slurm’s roadmap, enterprises running mixed-vendor GPU clusters are asking whether open-source guarantees are enough.
Google Research previews TurboQuant, a compression algorithm for large language models and vector search engines.
The initiative targets regulated workloads that cannot move to the cloud, with a focus on security, data residency, and enterprise-grade controls.
With enterprises mixing silicon and platforms, the focus is moving to how everything connects and runs together.
Arm-designed CPU, Arm AGI, is purpose-built for AI data centers and Meta is its first customer