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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, Amazon, Microsoft, and Meta collectively plan to spend $725 billion on capex in 2026, up 77% from last year's record $410 billion.
Google joins OpenAI and Elon Musk's xAI in granting the Pentagon broad classified AI access.
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.
Turns out the safety measures are all turned off by default.
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.
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 is understood to be in active talks with Google and Amazon to provide advanced chip packaging services for their custom AI ASICs.
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.
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.