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China's DeepSeek is releasing V4 - a trillion-parameter multimodal model optimized for domestic chips - while blocking US chipmakers and facing distillation accusations from OpenAI and Anthropic.
Amazon, NVIDIA, and SoftBank pour $110 billion into OpenAI at a $730B valuation. Here's what the partnerships mean and who's actually winning.
The Chinese AI lab is withholding its flagship model from US chipmakers while the Trump administration alleges it was trained on banned Blackwell chips.
Google TPU veterans land major funding from Jane Street and Leopold Aschenbrenner's fund to develop chips shipping in 2027
The chipmaker beats Wall Street expectations again, announces Vera Rubin platform promising 10x better inference, but stock dips anyway
Meta commits up to $100 billion to AMD chips over five years, gaining a 10% stake option and reducing Nvidia dependence as Zuckerberg pursues AI for everyone
A Toronto startup is etching LLM weights directly into transistors, achieving 17,000 tokens per second. The catch: you can't change the model.
NOAA now runs three AI weather models operationally, while NVIDIA has open-sourced models spanning the forecasting pipeline.
A multi-billion dollar, multiyear pact makes Meta the first to deploy standalone Nvidia Grace CPUs at scale
AI data-center demand is squeezing DRAM supply, raising memory and device prices as manufacturers prioritize higher-margin HBM.
India's AI summit drew $200 billion in pledges and voluntary commitments, raising questions about who benefits and how the promises will be enforced.
GPT-5.3-Codex-Spark runs on Cerebras' wafer-scale chips at 1,000+ tokens per second. It's OpenAI's first production break from NVIDIA - and it won't be the last.
