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…

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…

Meta is positioning its AI narrative around human connection and optimism as a strategic differentiator against fear-based messaging from rivals, leveraging its social graph advan…