AMD is making an aggressive play for Nvidia’s data center AI dominance. CEO Lisa Su outlined plans to capture double-digit market share with projected 80% revenue growth for Instinct GPUs. The company sees a $1 trillion total addressable market by 2030.
Nebius has signed a $3 billion AI infrastructure deal with Meta and reports being completely sold out of available capacity. The company’s revenue surged 355% year-over-year as demand for AI computing explodes.
An ambitious global project is using AI to sequence the genomes of all known eukaryotic species on Earth. The effort could revolutionize conservation and our understanding of biology. Google’s DeepVariant and DeepPolisher are accelerating the process dramatically.
OpenAI’s Sora video app is costing the company an estimated $15 million per day according to Forbes analysis. With 4.5 million users generating millions of videos, the economics appear completely unsustainable despite the company’s massive valuation.
SoftBank just sold its entire Nvidia stake for $5.83 billion while announcing plans to invest over $34 billion in OpenAI. The move comes as the company’s quarterly profits more than doubled to $16.6 billion, largely driven by AI investments. This marks the second time SoftBank has exited Nvidia enti
Apple is finally developing a touchscreen MacBook Pro after years of resistance. The redesigned laptop featuring OLED display and M6 chip is expected in late 2026 or early 2027, but will likely come with a significant price increase.
The PlayStation 5 has shipped 84.2 million units since its 2020 launch, with 3.9 million consoles sold in the latest quarter. Digital game sales now represent 72% of all software purchases as the platform continues to outperform previous generations.
Sony delivered solid Q2 results with revenue hitting $20.3 billion and PlayStation 5 sales reaching 3.9 million units. Meanwhile, OpenAI made a strategic hire from Intel to strengthen its compute infrastructure team for AGI development.
Google just hired Tyler Norris, a leading energy researcher who recently published influential work on data center power flexibility. The move comes as AI-driven electricity demand threatens to overwhelm power grids. Norris will focus on market innovations to balance AI growth with clean energy goal
Meta just introduced Omnilingual Automatic Speech Recognition covering over 1,600 languages. Meanwhile, the EU’s proposed Digital Omnibus regulations face mounting criticism for creating legal incoherence and potential AI exceptionalism. The timing couldn’t be more ironic.
