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Wednesday 15 May 2024
Broadcom's AI chip revenue to more than double in 2024 despite China market challenges
Broadcom anticipates that AI chip revenue will contribute 35% to its semiconductor revenue in 2024, up sharply from 15% in 2023. The AI revenue for the year is estimated to soar past...
Wednesday 15 May 2024
Google unveils multimodel AI assistant, expands Gemini and Gemma families
Google announced numerous updates to AI services, focusing on multimodal capabilities, improved model capacity, AI assistant, and AI-powered search features, with demonstrations showing...
Wednesday 15 May 2024
China catching up in LLM race, says former Google China president
According to Kai-Fu Lee, former head of Google China, the performance gap between the large-language models developed by Chinese and US firms is closing fast.
Tuesday 14 May 2024
OpenAI to eventually challenge Google with AI-powered search engine
Rumors of OpenAI introducing a product to rival Google Search did not materialize during the latest event hosted by OpenAI.
Friday 3 May 2024
Global server market, 1Q 2024

Introduction

Friday 3 May 2024
Microsoft's OpenAI investment driven by fear of falling behind Google: 2019 email unveils
A newly surfaced internal email revealed what drove Microsoft's decision to invest in OpenAI.
Thursday 2 May 2024
In-house AI chip R&D of US, China major CSPs

Introduction

Monday 29 April 2024
Google Taiwan to expand hardware R&D space; electricity price increase won't affect overall investment
Google Taiwan opened its second hardware R&D office building in Banqiao, New Taipei City.
Friday 26 April 2024
Microsoft, Google gain after AI fuels cloud computing demand
Microsoft Corp. and Google owner Alphabet Inc. sent a clear message to investors on Thursday: Our spending on artificial intelligence and cloud computing is paying off.
Monday 22 April 2024
Samsung doubles AP developers, introduces Google's Gemini Nano 2 into Galaxy S25
Samsung has announced plans to double the number of software developers for mobile Application Processors (APs) within the next 2-3 years.
Friday 19 April 2024
Google's personnel shake-up: money talks, but AI walks
Google's latest wave of staff cuts is reportedly primarily focused on the finance team
Monday 15 April 2024
CSP giants' AI capital spending fuels ASIC market growth
The launch of Google and Meta's latest self-developed chip products has fueled heated competition in the ASIC market.
Monday 15 April 2024
UK antitrust watchdog sirens market monopoly amid tech giants' AI investments
The UK's Competition and Markets Authority (CMA) cautioned tech giants about their AI investments, citing potential monopolistic behavior.
Friday 12 April 2024
Android adoption of Gemini for gen AI

Introduction

Thursday 11 April 2024
GenAI industry shifts: Apple and Google's rumored alliance and OpenAI's Asian entry sparks buzz
The rise of GenAI came with a surge of alliances between industry giants, the most notable being Apple's rumored adoption of Google's Gemini.