In a groundbreaking alliance, Amazon teams up with Anthropic, providing multi-gigawatt Trainium-powered infrastructure for training GenAI models, propelling Anthropic's dominance with a fivefold revenue surge to $5B annualized, outperforming rivals through scaling laws optimization.
Nvidia CEO Jensen Huang unveils 'Jensen's Law' for AI factories, driving performance and cost efficiency; when power is constrained and demand elastic, increases in performance per watt raise monetizable throughput faster than total cost, leading to higher revenue or lower unit costs.
Dell shatters Q2 projections, fueled by an unprecedented surge in AI server demand, propelling record sales as the tech giant positions itself to capitalize on the AI revolution by doubling AI server shipments to $20 billion in fiscal 2026.
Apple sends out invitations for its annual September event, set for the 9th, where it will unveil the iPhone 17 lineup, including the ultra-thin iPhone 17 Air, alongside updates to Apple Watch, AirPods Pro, HomePod mini, and potential software launches, promising an 'awe dropping' showcase.
Alphabet integrates Gemini AI into Pixel 10's Tensor G5 chips, creating an on-device AI ecosystem that strengthens its AI flywheel through enhanced privacy, responsiveness, and cross-device experiences, fueling AI revenue potential and offering a compelling long-term investment opportunity.
Nvidia unveils the Jetson AGX Thor, a powerful 'robot brain' chip 7.5 times faster than its predecessor, enabling advanced AI capabilities for humanoid robots and accelerating the robotics revolution as the company targets robotics as its largest growth opportunity outside of AI.
NVIDIA unleashes Jetson AGX Thor, delivering a 7.5x AI boost and 3.5x greater energy efficiency for robotics, with industry leaders like Agility Robotics, Amazon Robotics, and Boston Dynamics adopting the supercharged platform to power next-generation robots.
Major Chinese cities are targeting 70% self-reliance in AI chips by 2027, challenging Nvidia's dominance as Beijing pushes to develop the domestic AI industry and reduce reliance on foreign technology.
Dell unleashes Pro Max AI Desktop PCs, including GB10 and GB300 models, featuring NVIDIA Blackwell GPUs delivering up to 20 Petaflops of FP4 computing power for maximum AI development performance at the deskside.
DeepSeek unveils V3.1, a GPT-5 rival optimized for Chinese chips, matching OpenAI's model on benchmarks while undercutting pricing, fueling the AI race between the U.S. and China.