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Qualcomm strikes AI chip deal with Amazon, offers right to buy about $4 billion in stock

Qualcomm strikes AI chip deal with Amazon, offers right to buy about $4 billion in stock

Sept 8 (Reuters) - Qualcomm on Tuesday reached a deal to develop custom chips with Amazon for AI data centers, giving it the right to acquire about $4 billion in shares in exchange for $60 billion in business with the chipmaker.
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Why Google Spent Heavily on a Bet Nobody Else Would Make in Networking

Why Google Spent Heavily on a Bet Nobody Else Would Make in Networking

Over a decade ago, Google decided to build its own network from scratch, a risky bet that fundamentally changed its business and the internet itself.
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OpenAI says working with Samsung on next-generation chips, deepening cooperation

OpenAI says working with Samsung on next-generation chips, deepening cooperation

By Heekyong Yang SEOUL, Sept 9 (Reuters) - OpenAI is deepening cooperation with Samsung Electronics as the ChatGPT maker develops its own chips, expanding ties with the South Korean technology giant across semiconductors and enterprise AI services.
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What to Audit Before the iPhone 18 Event Reshapes Your AI Watchlist

What to Audit Before the iPhone 18 Event Reshapes Your AI Watchlist

Apple's upcoming iPhone event is poised to shake up the AI industry. Here’s a guide to auditing your AI watchlist and understanding the market shifts.
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Meta Begins Mass Production of Iris AI Chip, Signaling Shift in Hyperscaler Dependence on Nvidia

Meta Begins Mass Production of Iris AI Chip, Signaling Shift in Hyperscaler Dependence on Nvidia

Meta Begins Mass Production of Iris AI Chip, Signaling Shift in Hyperscaler Dependence on Nvidia
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Why Senior Engineers Disagree About the GPU

Why Senior Engineers Disagree About the GPU

Why do senior engineers have conflicting views on GPUs? The debate goes beyond performance, touching on cost, complexity, and strategic business risks.
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IBM Consulting Leverages Red Hat for Hybrid Cloud and AI Solutions

IBM Consulting Leverages Red Hat for Hybrid Cloud and AI Solutions

IBM Consulting Leverages Red Hat for Hybrid Cloud and AI Solutions
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The Pivot Oracle Almost Refused to Make

The Pivot Oracle Almost Refused to Make

A deep dive into Oracle's reluctant and late-stage pivot to cloud computing, a strategic shift its iconic founder once publicly dismissed.
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S&P 500 falls as AI worries hit software makers

S&P 500 falls as AI worries hit software makers

By Noel Randewich and Niket Nishant Sept 8 (Reuters) - The S&P 500 fell on Tuesday, with Salesforce and other software makers losing ground, while hostilities in the Middle East lifted oil prices and investors awaited inflation data that could affect the chances of an interest rate hike.
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Google Cloud Partners with Accenture to Accelerate AI Deployment in Enterprises

Google Cloud Partners with Accenture to Accelerate AI Deployment in Enterprises

Google Cloud Partners with Accenture to Accelerate AI Deployment in Enterprises
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How Zoom Cut Ties With a Supplier That Built Its Empire

How Zoom Cut Ties With a Supplier That Built Its Empire

Exploring the evolution of Zoom's infrastructure strategy and its complex, evolving relationship with the cloud partners that fueled its massive growth.
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Arm Advances AI Infrastructure with New CPU and Compute Subsystems for Agentic AI Era

Arm Advances AI Infrastructure with New CPU and Compute Subsystems for Agentic AI Era

Arm Advances AI Infrastructure with New CPU and Compute Subsystems for Agentic AI Era