KBRA releases research examining re-leasing risk in artificial intelligence (AI) compute financings involving graphic processing units (GPU), tensor processing units (TPU), and related ...

Google has selected Intel to manufacture more than 3,000,000 tensor processing units, with production targeted for 2028. The ...

What does an AI company do after one of those not-acqui-hire deals? Groq raised money, is leaning into its neocloud business, ...

OpenAI’s first custom AI chip Jalapeño was unveiled today in partnership with Broadcom, claiming roughly 50% lower inference ...

Throwing money at massive GPUs won't fix your AI budget; you need to optimize your software and rethink your cloud strategy ...

Cloud computing will be a huge long-term beneficiary of the AI buildout.

The competition in the AI chip space is fierce and continues to ramp up.

Broadcom and AMD look like the much better AI stocks to buy right now.

NVDA, custom Amazon Trainium, Alphabet TPUs, and new GPU startups—still needs leading-edge foundry capacity. TSMC captures ...

Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons ...

First look: OpenAI is taking the wraps off Jalapeño, a custom "intelligence processor" built with Broadcom to make its large language models cheaper and more efficient to run. The company even used ...

Groq raised $650 million to expand its AI inference cloud after Nvidia's $20 billion licensing deal and the departure of ...