Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma
This is strange logic as Google is competing hard in this space with AI overviews & Gemini while the core business is still growing. …
Sources describe tensions between OpenAI's research and ChatGPT product groups, leading to the “code red”; OpenAI is set to beat its 2025 revenue goal of $13B
The Information :
Source: ChatGPT has nearly 900M weekly active users; Sensor Tower: Gemini's MAUs grew ~30% to 346M between August and November while ChatGPT's rose ~5% to 810M
The competition between AI chatbots has been heating up, with Google's Gemini nipping at OpenAI's heels.
Google, with its structural advantages, is a threat to both OpenAI and Nvidia; OpenAI has a meaningful moat with 800M+ ChatGPT users, but must monetize via ads
OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
CoreWeave's stock closed down 16.31% after CEO Mike Intrator noted delays at a data center provider that Jim Cramer implied is Core Scientific; CORZ fell 10%+
Welcome to Runtime! Today: An update on our independent journalism mission … Bluesky: Tero Kuittinen / @teroterotero : You must invest in Nvidia because AI chips need to be replaced every 2 years. A...
In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”
Canada, UK, Europe—missed this memo. Now they're paying for it. Mon / @moninvestor : Microsoft's CEO says they have chips they can't use because there isn't enough power or data center capacity. That'...
SK Hynix says its DRAM, NAND, and HBM production capacity for next year “has been sold out” and that it would set up a production system to meet OpenAI's demand
Song Jung-a / Financial Times :
OpenAI urges the US to commit to building 100GW of new energy capacity each year to stay ahead of China in AI, and says “electrons are the new oil”
mobilizing private capital alongside government partners to establish accredited, classified data centers purpose-built for government AI. Bluesky: Nitish Pahwa / @nitishpahwa.com : if I say “my ass i...
A look at Anthropic's success in corporate AI, which makes up ~80% of its revenue; a July report put its enterprise API market share at 32%, above OpenAI's 25%
and it's all thanks to this one problem OpenAI can't solve Maria Garcia / Implicator.ai : Anthropic's finance push lands while revenue closes in on OpenAI Samreen Ahmad / Tech in Asia : Will India's t...