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Can Google Keep Up With the AI Buildout?

Google's parent company, Alphabet, just reported a blowout third quarter, smashing revenue expectations and hitting a symbolic milestone of over $100 billion in quarterly sales for the first time. Its Cloud division grew a staggering 34%, fueled by insatiable demand for its AI services. But behind these triumphant

Why Couldn't OpenAI Remain a Non-Profit?

OpenAI, the company that ignited the global AI revolution, just completed a complex corporate restructuring, giving its key backer, Microsoft, a massive 27% stake worth an estimated $135 billion. The deal officially transforms the ChatGPT maker from its quirky, non-profit-controlled origins into a more conventional for-profit entity, clearing the path

Why Is Nvidia Partnering With Palantir to Run Supply Chain Business?

Nvidia just announced a major partnership with Palantir Technologies, the data analytics firm famous for its secretive work with defense and intelligence agencies. The deal will deeply integrate Nvidia's AI chips and software into Palantir's platform to help large corporations tackle brutally complex problems like global

Is Meta's AI Strategy Visionary or Just Another Expensive Gamble?

Meta's stock tumbled after it reported third-quarter earnings this week. While a surprise $16 billion one-time tax charge pummeled its reported profit, the real source of Wall Street's anxiety was a single phrase from CEO Mark Zuckerberg: a plan to "aggressively front-load building capacity"

Nvidia's Self-Driving Kit

The Robotaxi-in-a-Box Building a self-driving car, for the longest time, was a bit like trying to build a spaceship in your garage. It was a bespoke, incredibly expensive, vertically integrated science project. You needed an army of PhDs, a fleet of custom vehicles, and a decade's worth of
Nvidia's Self-Driving Kit

Why Is Nvidia Unifying Classical and Quantum Computing?

Nvidia, a company that has publicly voiced skepticism about the near-term viability of quantum computing, just unveiled a new system called NVQLink, designed to connect its AI supercomputers directly to quantum processors. In his keynote at the GTC conference in Washington D.C., CEO Jensen Huang described the new technology

Qualcomm's Inference Play

The Phone Chip Gambit One of the more interesting side effects of the AI gold rush is that it's forcing companies to get innovative. The demand for compute is so extreme, and the dominance of Nvidia is so absolute, that challengers are having to make counterintuitive bets to
Qualcomm's Inference Play

The AWS Squeeze

Amazon's Bad Week For the longest time, the cloud computing business was mainly a two-horse race between Amazon and Microsoft, and everyone else was just fighting for scraps. Amazon Web Services, the division that literally invented the industry, was the undisputed king—the default choice for startups, the
The AWS Squeeze