As memory content per rack increases in Vera Rubin platform, it now accounts for nearly 25% of its cost.

The vibes were strong at Code with Claude, Anthropic’s two-day event for software developers in London that kicked off on May 19, the same day as Google’s I/O in Palo Alto. (A coincidence, not a flex, Anthropic staffers assured me.) “Who here has shipped a pull request in the last week that was completely written…
Nvidia to split its revenue streams based on deployment markets rather than product segments going forward.

Lisa Su’s Taiwan announcement covers advanced silicon, packaging and manufacturing partnerships for the company’s rack-scale Helios platform, set for deployment in the second half of 2026. AMD announced on Wednesday more than $10bn of investments acros…

Canva has spent the past year quietly embedding itself into every major AI assistant. First came Claude, then ChatGPT, then Microsoft Copilot. Now Google Gemini gets the same treatment, and the strategy is complete. The company launched its Connected A…
European businesses are shifting from pilot to deep integration of OpenAI’s technology, but there is a “little bit of a capability overhang” between the utility of AI models and what businesses can su…