Today's trail

Alphabet's $250 Billion AI Chip Opportunity Takes Aim At Nvidia

Alphabet Inc.'s new TPU 8t and 8i cut token costs and boost AI performance per dollar. Click to know more on the implications for GOOG shareholders and Nvidia.

Amazon CEO Andy Jassy says chip business is tripling every year

Andy Jassy says Amazon's chip business is tripling yearly, passing a $25 billion run rate with $225 billion in Trainium commitments.

Amazon CEO Andy Jassy says external AI shopping agents barely move the needle on ads

Amazon CEO Andy Jassy says AI shopping agents drive minimal referral traffic and have had little impact on Amazon's lucrative advertising

Wabi reels in $55M for its consumer-focused AI assistant

Wabi Inc., the developer of an artificial intelligence assistant for consumers, today announced that it has raised $55 million in funding.

Amazon plans to sell Trainium AI chips outside AWS in late 2027

Amazon plans to sell its Trainium AI chips outside AWS in late 2027, citing demand, with over $225 billion in commitments from labs like OpenAI.

Home Assistant and local AI, the guide to a private smart home (2026)

Shopify adds app security check to CLI in AI toolkit

Developers can now spot common security flaws in their own apps before release as Shopify widens its AI Toolkit and commerce updates.

Not Nvidia. Not AMD. This Custom AI Chip Designer Could Outperform Both by 2030.

Artificial intelligence (AI) hyperscalers such as Alphabet, Amazon, Meta Platforms, and Microsoft are all investing in custom chips.

Not Nvidia. Not AMD. This custom AI chip designer could outperform both by 2030.

Artificial intelligence (AI) hyperscalers such as Alphabet, Amazon, Meta Platforms, and Microsoft are all investing in custom chips.

Sam Altman says local AI inference wastes scarce memory

Sam Altman argues local AI inference leaves scarce DRAM idle on personal devices as OpenAI locks up memory supply and pushes its Jalapeño chip.