In our view, AMD’s next chapter is fundamentally different. The company is no longer trying to defeat Intel in a mature x86 ...
Anthropic PBC is reportedly seeking to lease some of Meta Platforms Inc.’s data center capacity. The New York Times today ...
Artificial intelligence infrastructure startup General Compute Inc. today announced that it secured $400 million in debt ...
Question Our assessment; Is Nvidia technically ahead in AI networking? We believe it is materially ahead and stands alone at ...
Retrieval-augmented generation is a standard way to ground large language models in enterprise information, but new research ...
Chinese artificial intelligence lab Moonshot AI today announced the imminent release of Kimi K3, its latest large language ...
The Compute Exchange Inc., a procurement marketplace for reserved graphics processing unit capacity, today launched a ...
Databricks Inc. is in the process of finalizing a funding round that will value it at $118 billion.
Nvidia Corp. has unveiled Cosmos 3 Edge, a compact world model built to run vision reasoning and robot control directly on ...
The European Union today directed Google LLC to change some of its business practices in the search and mobile markets.
We’re hitting a pivotal moment in artificial intelligence right now. The latest financial disclosures from the front lines of the AI arms race — OpenAI Group PBC and Anthropic PBC — don’t just give us ...
Google LLC today announced that its popular NotebookLM, the company’s artificial intelligence-powered research assistant, is ...