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Microsoft attributes $25 billion of AI budget to memory and chip costs
By Luke James Published
Premium Google, Amazon, Microsoft, and Meta plan to spend a combined $725 billion on capital expenditure in 2026, a 77% increase over last year's record $410 billion.

Google, Microsoft, Meta, and Amazon capex spending to hit $725 billion in 2026, up 77% from last year
By Luke James Published
Google, Amazon, Microsoft, and Meta collectively plan to spend $725 billion on capex in 2026, up 77% from last year's record $410 billion.

Google signs classified Pentagon AI deal but exits $100 million drone swarm program
By Luke James Published
Google joins OpenAI and Elon Musk's xAI in granting the Pentagon broad classified AI access.

Inside Google's TPU V8 strategy, delivering two chips for two crucial tasks at incredible scale
By Luke James Published
Premium Google announced its eighth-gen TPUs at Cloud Next, shipping two distinct chip designs for the first time in the TPU program's decade-long history.

Google Cloud customer wakes up to $18,000+ bill despite $7 budget, thanks to forgotten API key in published project
By Jowi Morales Published
Turns out the safety measures are all turned off by default.

Google and Pentagon in talks to run custom AI chips inside classified environments
By Luke James Published
Google is reportedly negotiating with the U.S. Department of Defense to deploy Gemini in classified settings, with the talks covering the addition of GPU racks to Google Distributed Cloud.

Intel and Google announce multi-year chip deal
By Anton Shilov Published
Although Google now has its own Arm-based Axion CPUs, Intel's Xeon processors with custom IPUs will continue to be used for AI and other demanding workloads in Google's data centers for years.

Intel reportedly in talks with Google and Amazon over advanced packaging
By Luke James Published
Intel is understood to be in active talks with Google and Amazon to provide advanced chip packaging services for their custom AI ASICs.

Report claims Arm chips will power 90% of AI servers based on custom processors in 2029
By Anton Shilov Published
As hyperscalers seek efficiency and control from custom CPUs they build in house, they adopt Arm and 90% of servers running custom silicon will use the Arm ISA in 2029.

Half of planned US data center builds have been delayed or canceled, growth limited by shortages of power infrastructure and parts from China
By Anton Shilov Published
As cloud giants plan to spend $650 billion on AI infrastructure this year, the availability of power infrastructure components has become a significant obstacle to deploying AI data centers.
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