News tagged Google at DIGITIMES

NEWS TAGGED GOOGLE

Wednesday 6 May 2026

Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration

A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous...

Tuesday 5 May 2026

Google's TPU push hits Nvidia's neocloud grip

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

Tuesday 5 May 2026

Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides

The AI spending arms race just got more expensive — and more consequential.

Tuesday 5 May 2026

Intel PC chip roadmap takes shape as Razor Lake, Titan Lake stay on track

Intel is gaining momentum in both chip design and foundry operations. Its PC platform roadmap for the next two years is coming into sharper focus as process technology and yield improve,...

Monday 4 May 2026

Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival

Introduction

Monday 4 May 2026

Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch

Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up...

Sunday 3 May 2026

CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain

At their latest earnings calls, all four major US cloud service providers (CSPs) offered updated views on their 2026 capital expenditure (capex) plans. While Amazon's AWS maintained...

Saturday 2 May 2026

MediaTek taps retiring TSMC packaging veteran to strengthen foundry ties, not to bridge to Intel

Chen-Hua Douglas Yu, one of the six R&D leaders known inside TSMC as the "six knights," and a central figure in the foundry's advanced packaging development, has joined MediaTek...

Thursday 30 April 2026

Google's split TPU chips signal shift from universal to specialized AI accelerators

Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two distinct chips: the training-focused TPU 8t and the inference-optimized TPU 8i....

Thursday 30 April 2026

Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests

Alphabet's Google has unveiled its KV cache quantization compression technology, TurboQuant, promising dramatic reductions in memory usage for AI inference. While the innovation has...

Thursday 30 April 2026

Quanta eyes strong 2026 server demand as general-purpose orders surge

Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...

Thursday 30 April 2026

Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling

Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...

Thursday 30 April 2026

Google's TPU shortage lays bare a widening AI infrastructure edge

The AI infrastructure race is no longer just about who builds the best model — it's about who controls the silicon beneath it. Google has spent more than a decade quietly constructing...

Thursday 30 April 2026

Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up

Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...

Wednesday 29 April 2026

Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race

Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam,...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook