The VectorIndustry1d ago
Broadcom's 221% AI chip surge maps a custom-silicon supply chain around Nvidia
Broadcom's fiscal third quarter confirms that the largest AI spenders are building dedicated chip pipelines at a scale that reshapes the semiconductor supply chain. AI semiconductor revenue rose 221% to $16.7 billion , the company named Ant…
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IndustryUPDATED1d ago
Meta's Muse Spark 1.3 Matches Frontier Rivals on Coding, but Top Config Stays Gated
Meta released Muse Spark 1.3 on Wednesday, calling it the company's most capable model and claiming it matches or exceeds OpenAI's GPT-5.6 Sol and Anthropic's Claude Fable 5.1 on coding and agentic benchmarks . CEO Mark Zuckerberg described…
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Industry1d ago
Microsoft Opens Azure Revenue Books, Reports $29.42B Quarter
Microsoft will begin disclosing quarterly Azure revenue in dollar terms for the first time, a reporting change that gives investors and competitors a direct read on the cloud unit at the center of the company's AI infrastructure business .…
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