Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more
“If our next several years are a trillion dollars in scale, we have the supply chain to do it”
Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more
“If our next several years are a trillion dollars in scale, we have the supply chain to do it”
Anthropic signs a deal with Google and Broadcom for GWs of next-gen TPU capacity, and says its run-rate revenue surpassed $30B, up from ~$9B at the end of 2025
We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027.
Anthropic signs an agreement with Google and Broadcom for multiple GWs of TPU capacity, and says run-rate revenue has crossed $30B, up from ~$9B at 2025's end
We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027.
MediaTek's stock posted its best week since 2002, up 22%, amid enthusiasm over Google's Gemini 3 and chip deals; MediaTek was reported as Google's TPU partner
MediaTek Inc. shares are poised for their best week since 2002, as artificial intelligence advances at its client Google help reshape …
Cerebras Systems unveils the world's biggest semiconductor chip that is the size of a large mousepad, with 400K cores, 1.2T transistors, and 18GB of SRAM memory
In the late 1970s, I sat down with technologist … Colm Gorey / Silicon Republic : World's largest semiconductor with 1.2trn transistors could supercharge AI Andy Hock / Cerebras : Introducing Cerebras...