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Nvidia will supply 1 million GPUs plus additional chips to Amazon Web Services through 2027, enhancing AWS's AI capabilities and data center networking with a broad chip portfolio.
Amazon Web Services adopts Cerebras chips to enhance AI inference, joining major tech collaborations with Oracle and OpenAI's $10B chip deal boosting Cerebras' market credibility.
Microsoft, along with Google, Meta, Amazon, Oracle, and OpenAI, plans to create their own electricity supply to power AI data centers, signaling strategic energy independence and cost control for AI …
Amdocs and Microsoft collaborate to accelerate AI-driven cloud modernization using Microsoft Azure and Amdocs' agentic services, enhancing enterprise efficiency and resilience through coordinated AI …
Meta signed a multibillion-dollar deal to rent Google's AI chips (TPUs) to develop AI models and may buy more for data centers next year, while Google plans a joint venture to lease TPUs to AI client…
AMD and Meta expand their multi-year AI hardware partnership, deploying advanced GPUs and processors starting in late 2026, enhancing Meta's AI infrastructure and promising multi-year revenue growth …
Meta and AMD expand their multi-year partnership to deploy 6 gigawatts of AMD Instinct GPUs starting in 2H 2026, enhancing AI infrastructure with aligned silicon, systems, and software roadmaps.
Stifel reaffirmed a bullish stance on Nvidia due to its expanded multi-year AI partnership with Meta, covering hardware and software integration to support long-term AI growth and infrastructure inno…
Nvidia and Meta announce a strategic partnership focusing on Nvidia's Grace CPU deployment and confidential computing, strengthening their long-term collaboration and advancing AI platform solutions.
NVIDIA and Meta announced a multi-year AI infrastructure partnership, expanding deployment of Nvidia's CPUs and networking tech to support Meta's AI and data center expansion, boosting both companies…
Microsoft and Saudi Aramco signed an MoU to collaborate on AI-driven industrial solutions and workforce skill development, leveraging Microsoft Azure to boost operational efficiency and competitivene…
Tower Semiconductor partners with NVIDIA to supply advanced 1.6T data center optical modules, doubling data rates with silicon photonics tech, boosting NVIDIA's data center potential.
Lenovo partners with multiple AI language model providers and Nvidia to enhance AI capabilities across its devices, focusing on global AI infrastructure deployment and leveraging Nvidia's AI chips fo…
Wikipedia partners with Microsoft, Meta, and Amazon to monetize AI training data usage, improving sustainability and funding for its content vital to AI development.
Apple and Alphabet confirm a multiyear deal for Google to power Apple’s AI, including Siri, with Apple maintaining privacy standards. Shares of both companies rose on the announcement, signaling posi…
Alphabet signs a multi-year deal to provide Google's Gemini AI models as the foundation for Apple's next-gen AI features, including a revamped Siri, highlighting strong confidence in Google's AI tech…
Alphabet and Apple announced a multi-year partnership to base Apple's next-gen AI models on Google's Gemini platform, signaling significant collaboration in AI development.
Nvidia hired a Google marketing executive as its first chief marketing officer, signaling potential stronger collaboration with Google and a strategic move to break its stagnant stock trend amid soli…
NVIDIA and Intel announced a $5 billion strategic partnership to co-develop AI-focused data center CPUs and PC products, enhancing their ecosystems with integrated NVIDIA GPUs and Intel CPUs for next…
Intel and Nvidia plan to release a joint laptop chip, Serpent Lake, combining Intel CPUs with Nvidia RTX graphics, targeting high-end laptops with enhanced graphics and memory bandwidth, launching in…