Storia in 5 fonti

Amazon’s Nvidia Alternative Starts Winning Over AI Developers

Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is starting to gain traction. Anthropic and OpenAI, which have struck multibillion-dollar investment and infrastructure deals with Amazon, have already committed to renting large amounts of current and future ...

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economictimes.indiatimes.com

domenica 17 maggio 2026·theinformation.com
Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%
Anthropic and OpenAI are widening the revenue gap between themselves and the rest of the AI startup field. A group of 34 leading startups in that sector, including Anthropic and…
lunedì 18 maggio 2026·forbes.com
The AI Trade Is Moving Beyond GPUs
As companies put AI to work, investors are looking beyond GPUs to CPUs, servers, data centers and power infrastructure.

lunedì 18 maggio 2026·

theinformation.com

Microsoft Executives Sound the Alarm Over GitHub’s Eroding AI Lead

No part of Microsoft better illustrates its predicament in AI than GitHub. The AI boom has boosted usage and revenue of the code repository as well as GitHub Copilot, an AI coding…

lunedì 18 maggio 2026·

theinformation.com

Edge Inference Chip Startup SiMa.ai Raising at $1.4 Billion Valuation

Nvidia might be on a tear, but some investors are still convinced that there’s demand for another kind of specialized chips. And they’re putting their money where their mouth…

lunedì 18 maggio 2026·

theinformation.com

The ‘Price is Right’ for GPUs: The Startup Turning Nvidia Chips Into ‘Boring’ Bankable Assets

Good morning, Anissa here!The AI boom requires an enormous amount of new power plants, chips and data centers. But it also requires something that’s less visible: new financial…

lunedì 18 maggio 2026·

businessinsider.com

Amazon's 'Titus' project reveals Nvidia's real power

Amazon's AI project Titus aims to future-proof data centers for Nvidia's GPUs, balancing its own AI chip ambitions and Nvidia's dominance.

martedì 19 maggio 2026·

businessday.co.za

Nvidia faces mounting AI chip rivalry ahead of blockbuster earnings

AI chip competition intensifies as the inference market threatens Nvidia's lead

martedì 19 maggio 2026·

economictimes.indiatimes.com

Nvidia's outlook will be a test of its strategy to maintain AI dominance - The Economic Times

Nvidia anticipates strong earnings but faces new competition in AI chips. Demand is shifting to processors that run AI in real-time, a market where rivals like Alphabet and Amazon…

martedì 19 maggio 2026·

theinformation.com

Amazon’s Nvidia Alternative Starts Winning Over AI Developers

Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is starting to gain traction. Anthropic and OpenAI, which have struck multibillion-dollar…

martedì 19 maggio 2026·

theinformation.com

Is the Gap Widening Between Anthropic and Open-Source Models?

Some developers have told me that the rising costs of frontier AI models from Anthropic and other firms could prompt them to shift to cheaper open-source AI. After all, when…

martedì 19 maggio 2026·

theinformation.com

How Microsoft, Meta, xAI Get AI Training Data From Their Employees

Microsoft’s GitHub Copilot may have lost much of its early lead in the AI coding race to rivals like Anthropic and Cursor, but Microsoft thinks it has an advantage over those…

mercoledì 20 maggio 2026·

theinformation.com

Investors Fall Back in Love With IPOs

For the past two days, I’ve been at JP Morgan’s annual tech conference in Boston. As usual, AI has dominated most of my conversations with investors. But in a change from the past…

Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%

The AI Trade Is Moving Beyond GPUs

Microsoft Executives Sound the Alarm Over GitHub’s Eroding AI Lead

Edge Inference Chip Startup SiMa.ai Raising at $1.4 Billion Valuation

The ‘Price is Right’ for GPUs: The Startup Turning Nvidia Chips Into ‘Boring’ Bankable Assets

Amazon's 'Titus' project reveals Nvidia's real power

Nvidia faces mounting AI chip rivalry ahead of blockbuster earnings

Nvidia's outlook will be a test of its strategy to maintain AI dominance - The Economic Times

Amazon’s Nvidia Alternative Starts Winning Over AI Developers

Is the Gap Widening Between Anthropic and Open-Source Models?

How Microsoft, Meta, xAI Get AI Training Data From Their Employees

Investors Fall Back in Love With IPOs