GlobalFoundries is acquiring Singapore-based Advanced Micro Foundry to significantly expand its silicon photonics portfolio. The deal aims to address growing demand from AI data centers and communications infrastructure.
Alphabet CEO Sundar Pichai is sounding the alarm about “irrationality” in the AI investment boom, drawing direct comparisons to the late 1990s internet bubble. His comments come as scrutiny intensifies around OpenAI’s massive $1.4 trillion infrastructure commitment against relatively modest revenue
Microsoft is expanding free AI features across its Office suite, with Outlook getting smarter inbox management and Agent Mode coming to Word, Excel, and PowerPoint. These additions won’t require the $30 per month Copilot license. The company aims to preview these features by March 2026.
Google CEO Sundar Pichai is warning about “irrationality” in the current AI boom, drawing direct comparisons to the dot-com bubble 25 years ago. He suggests we’re seeing similar patterns of overcorrection and consolidation that could shape the industry’s future.
Google CEO Sundar Pichai admits the AI boom has “elements of irrationality” while comparing it to the dot-com bubble. He warns no company would be immune if the bubble bursts, despite Google’s $3 trillion market cap and massive AI investments.
Google CEO Sundar Pichai sees clear parallels between today’s AI investment frenzy and the 1990s dot-com bubble. He warns that when the AI bubble bursts, no company will escape the fallout. The tech leader believes AI’s long-term importance remains undeniable despite the current excess.
AMD is reportedly warning its partners about another round of GPU price increases driven by memory cost pressures. The AI sector’s massive demand for HBM and server DDR5 is creating shortages across the memory market. This comes just as GPU prices were finally normalizing for gamers.
Intuit has committed over $100 million to integrate its financial apps like TurboTax and QuickBooks directly into ChatGPT. The multi-year deal will let users manage taxes, credit options, and business finances through OpenAI’s platform. This represents one of the most significant financial AI integr
NVIDIA and Arm are expanding their partnership to bring NVLink Fusion support to Neoverse AI data center platforms. This high-bandwidth interconnect technology promises to remove memory and bandwidth bottlenecks that limit AI performance. The move comes as Arm Neoverse is projected to reach 50% hype
European AI talent has more than doubled since 2016, now representing 0.41% of the EU workforce. But the continent faces significant challenges including gender gaps and the need to reskill millions of workers by 2030.
