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Why Google Is Fleeing Scale AI After Meta's Deal

For the past two years, the story of the great AI boom has been one of hardware. It’s a race for Nvidia GPUs, for access to TSMC's cutting-edge fabs, for enough electricity to power colossal data centers. But this week, a different kind of scarcity crisis erupted,
Why Google Is Fleeing Scale AI After Meta's Deal

Why Germany Is Building a Sovereign AI Cloud With Nvidia

On Friday, German Chancellor Friedrich Merz welcomed Nvidia CEO Jensen Huang to announce a new partnership: Nvidia will provide 10,000 AI chips to Deutsche Telekom to build a dedicated "industrial AI cloud" for Germany and Europe. The stated goal, as Merz put it, is to take "
Why Germany Is Building a Sovereign AI Cloud With Nvidia

AMD's New AI Playbook: Can Startups Help It Cross the CUDA Moat?

AMD is forging close ties with a batch of key artificial intelligence startups, including Cohere and OpenAI, in a direct effort to bolster its software and design chips that can genuinely compete with Nvidia. The strategy, highlighted by OpenAI's influence on AMD's upcoming MI450 chip design,
AMD's New AI Playbook: Can Startups Help It Cross the CUDA Moat?

Google and OpenAI Are Frenemies Now

Arming the Enemy One of the great themes of the modern AI era is that the need for raw computing power is so vast and so desperate that it makes for some truly strange bedfellows. The latest example is a particularly weird one: OpenAI, the company whose ChatGPT poses the
Google and OpenAI Are Frenemies Now

Why Huawei Can Only Make 200,000 AI Chips a Year

Jeffrey Kessler, Under Secretary of Commerce for Industry and Security at the Commerce Department, recently told lawmakers that China's Huawei is capable of producing no more than 200,000 advanced AI chips in 2025, a figure far below the company's own demand. But this wasn'

Why Alibaba Is Giving Away Its Advanced AI Models for Free

Alibaba Chairman Joe Tsai recently recounted a "holy cow" moment inside the Chinese tech giant. When startup DeepSeek launched its stunningly efficient AI model in January, Alibaba's engineers were so spooked by the risk of falling behind that they canceled their Lunar New Year holidays to

Is Apple Struggling with AI?

In the wake of its Worldwide Developers Conference, Apple executives have been on the defensive. They insist that last year’s flashy demo of a supercharged, AI-powered Siri wasn't “demoware,” but rather a feature that just wasn't ready to ship. In an interview with the Wall
Is Apple Struggling with AI?

Is Huawei a Real Threat to Nvidia’s AI Empire?

In a rare public warning, Nvidia CEO Jensen Huang acknowledged that while his company’s AI technology is a “generation ahead,” Chinese rival Huawei “has got China covered” if U.S. export controls continue to restrict American participation in the world’s second-largest economy. The comments underscore a critical tension

China's AI Math Is Different

Stacking Them Up The US and China are in the middle of some very delicate trade talks this week, so naturally this was the perfect time for Huawei founder Ren Zhengfei to go on the front page of the People’s Daily and say that he isn’t worried about
China's AI Math Is Different

IBM Sets 2029 Quantum Deadline: Can It Win the Next Computing Race?

IBM this week laid out one of the most ambitious roadmaps in computing, declaring it plans to have a practical, error-corrected quantum computer online by 2029. The announcement signals a critical phase in the race to build a machine that operates on the bizarre principles of quantum mechanics, a technology