Tech Tonic | Can China’s 14nm chips really rival Nvidia and AMD’s AI silicon?

There’s a fascinating game of technological chess playing out in the semiconductor world. First it was the TPU vs GPU conversation, as it came to light that Meta will be spending a significant amount of money to buy Google’s Tensor Processing Units for its AI deployments, that a direct competition to Nvidia’s graphics processing unit […]

Meta said in talks to use Google Tensor AI chips in fresh headache for Nvidia| Business News

Meta Platforms Inc. is reportedly in talks to spend billions on Google’s Tensor AI chips, which are powering its industry-benchmark Gemini 3 model. Nvidia Corp. shares plunged even as Alphabet Inc.’s shares surged on the news. Google already supplies up to 1 million Tensor chips to Anthropic PBC, in what has been called a “really […]

Qualcomm share price soars after taking aim at Nvidia with new AI chips| Business News

Qualcomm Inc. has kicked off its biggest share-price rally since 2019 after unveiling chips and computers for the lucrative AI data centre market, aiming to challenge Nvidia Corp. in the fastest-growing part of the industry. Under CEO Cristiano Amon, Qualcomm is getting into AI chips to diversify away from its dependence on smartphones—which isn’t as […]