AMD is accelerating its AI hardware and software flywheel with the MI450-powered Helios rack-scale system and a deep partnership with Anthropic for up to 2 GW of capacity, signali…

Anthropic's commitment to deploy up to 2 GW of AMD MI450 accelerators represents a major validation of AMD's AI silicon and a strategic diversification away from Nvidia dependency…

AMD and Cerebras paired specialized engines across inference phases, targeting faster production inference at scale for agentic workloads.

Alphabet's Q2 shows Cloud revenue accelerating to 82% YoY with TPU system sales now explicitly called out as a primary product revenue driver, while search revenue quality debates…

A prominent advertiser alleges Google is manufacturing search revenue growth through extractive tactics as legacy search cannibalizes, but Google's own data and a detailed rebutta…

Alphabet's ~$100B SpaceX investment contributed significantly to Q2 net income beats, highlighting the hidden asset value in its venture portfolio.

OpenAI's $150B increase in projected compute spend (to $750B) signals strong conviction in scaling laws, driven by the recent surge in coding agent adoption and the need to lock u…

DeepSeek's disclosed unit economics — 85% inference margins, $1B API revenue run rate, 10-month GPU payback on 3-5 year depreciation — suggest a highly profitable inference busine…