Sources: Samsung is seeing a rise in advanced chip production requests from BYD, Google, AMD, Tesla, and other companies as AI demand strains TSMC's capacity
TAIPEI/HONG KONG/SEOUL — BYD, Google, AMD, Tesla and others are looking increasingly to Samsung Electronics for contract chipmaking services …
Crusoe said it had “paused” a plan to build a Wyoming data center; sources: it failed to win customers including Google amid concerns about costs and timetable
On Tuesday, the data center developer Crusoe announced that it had “paused” a plan to build an AI campus in Wyoming …
Sources: Google recently placed an order with Intel to manufacture 3M+ TPUs in 2028; Nvidia is testing Intel's tech for a new processor and running 18A trials
TSMC's capacity struggles are turning into a boon for Intel. — As the Taiwanese chip making giant struggles to meet overwhelming demand …
The US data center build-out is falling behind schedule; JP Morgan says 60%+ of data center capacity planned for completion in 2027 isn't yet under construction
Google, which is raising a fresh $80 billion, has a strategy for getting around the biggest bottleneck
Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute
As Google plans to build a $15B AI data center hub in Visakhapatnam, India, locals and rights groups are raising concerns over “extremely high” water stress
Developing-world nations are offering billions of dollars in incentives for U.S. data centers, but locals say the cost is too high
Demis Hassabis says he still broadly expects AGI around 2030, though he now sees 2029 as a possibility, and 2026's “agentic era” is a “bit like a practice run”
Google DeepMind CEO Demis Hassabis said at Google's developer conference last week that humanity is standing in the …
Sundar Pichai says Google is now processing 3.2 quadrillion tokens per month, up from 480T tokens per month a year ago and 9.7T tokens per month two years ago
and Doesn't Need You AnymoreCharles Rollet /Business Insider:Sundar Pichai announced at Google I/O that Gemini 3.5 Pro will launch next month; attendees groaned at the model coming out later than they...