Anthropic reveals $30bn run rate, plan to use new Google TPU
Systems Anthropic reveals $30bn run rate and plans to use 3.5GW of new Google AI chips Broadcom's building the silicon and is chuffed about that, but also notes Anthropic remains…
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Systems Anthropic reveals $30bn run rate and plans to use 3.5GW of new Google AI chips Broadcom's building the silicon and is chuffed about that, but also notes Anthropic remains…
…to the Cloud with AWS Let's start with a bit of context. AMD was founded in Sunnyvale, California in 1969, and its early work was in memory chips and semiconductors. It…
…Our Accelerator Model forecasts Amazon and Google Cloud’s chip purchases broken down by precise SKU, and our Datacenter model to understand which datacenter and cloud partners support Anthropic’s ramp. The…
…EU cloud lobby takes Broadcom to Brussels over VMware partner purge CISPE files antitrust complaint, demands interim measures to stop what it calls chip giant's 'ongoing abuse' A lobbying trade body…
\-Models (vs OpenAI & Anthropic): Gemini competes at the frontier, with the Pro/Flash lineup going head-to-head on capability and cost. \-Chips (vs Nvidia): Google’s been running its own TPUs in-house for years, so they …
Microsoft has recently announced an “Xbox Mode” for PC, which can basically (theoretically) turn any PC into an Xbox, this mode reduces background activity and focuses all performance into gaming mode. But more impressiv…
On May 12, Google hosted “The Android Show: I/O Edition” before the main Google I/O keynote and honestly this may end up being one of Google’s biggest ecosystem shifts in years Android 17 is no longer being treated like …
…Traditional EDA methodologies are evolving into AI-augmented and increasingly autonomous design environments, while system complexity is driving unprecedented collaboration between chip designers, software developers, packaging engineers, and cloud architects. As the…
…in the cloud. People familiar with Apple's plans speaking to The Information say the company is expected to showcase how the chips designed for iPhones, Apple Watches, and Macs give it…
…We saw the 192-core “Polaris” AmpereOne M chips, which started shipping in Q4 2024, appearing in instances on Oracle Cloud Infrastructure , and that was about it. We strongly suspect that Ampere…
…The TPU v7, codenamed Ironwood, was announced at Cloud Next in April 2025 and entered preview in November . Each chip delivers 4,614 FP8 TFLOPS with 192 GB of HBM3E memory at…
…Yesterday, The Information reported that Anthropic had committed to spend $200 billion on Google’s AI cloud services and TPU chips. Anthropic has also used Amazon’s cloud computing services and AI…
…to capitalize on hybrid compute, where chips like the RTX Spark will handle a lot of local workloads and intelligently hand off to the cloud when they need something more powerful. Nvidia…