Do Son Google and Microsoft execs are clashing with South Korean suppliers as a massive HBM shortage forces Apple to face a 230% price hike for iPhone RAM.
TPU
NVIDIA pays $20B to license Groq's LPU tech and hires founder Jonathan Ross, neutralizing a top inference rival while dodging antitrust blocks.
Google launched Private AI Compute, a new platform that combines Gemini's cloud power with hardware-protected security (TIE) to offer advanced on-device AI for Pixel 10 while guaranteeing data privacy.
Google launches Ironwood, its 7th-gen TPU, promising 4x Trillium performance, 42.5 EFLOPS per pod, and 1.77 PB shared HBM to power Agentic AI models like Claude.
Google announced Project Suncatcher: an ambitious plan to launch TPU-equipped satellites to perform AI computing in space, harnessing limitless solar power and low temperatures.
Anthropic dramatically expands its Google Cloud partnership, securing access to up to 1 million TPU accelerators and 1 GW of compute for future Claude model development.