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Browsing Tag

SemiAnalysis

6 posts
MMicrosoft
AMD Unveils First Rack-Scale AI System Helios to Challenge Nvidia, Microsoft Joins as Customer, Anthropic Reportedly in Talks to Purchase
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AMD Unveils First Rack-Scale AI System Helios to Challenge Nvidia, Microsoft Joins as Customer, Anthropic Reportedly in Talks to Purchase

  • July 20, 2026
Chip giant AMD (AMD) has officially launched its strongest challenge yet to Nvidia’s (Nvidia) dominance in AI computing…
GGoogle
How Booking won online travel & can it win AI travel?
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Meta set to overtake Google’s frontier AI models in six months, SemiAnalysis says

  • July 10, 2026
Investing.com — Following a year of radical restructuring and aggressive capital deployment, Meta Superintelligence (MSL) is positioned to…
MMicrosoft
AI Token Costs Explode, Forcing Salesforce, Microsoft and Others to Radically Rethink Survival Strategies — BigGo Finance
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AI Token Costs Explode, Forcing Salesforce, Microsoft and Others to Radically Rethink Survival Strategies — BigGo Finance

  • July 5, 2026
AI agents are dramatically boosting enterprise productivity, yet the companies adopting them are groaning under skyrocketing token usage…
OOpenAI
A $200 ChatGPT Plan Would Cost Them $14,000 If You Used It To the Max
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A $200 ChatGPT Plan Would Cost Them $14,000 If You Used It To the Max

  • June 16, 2026
Credit: Wikimedia Commons We keep hearing that AI companies are burning through money. That sounds pretty strange; they…
AAI
The Great AI Token Price Crash Is Coming
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The Great AI Token Price Crash Is Coming

  • June 12, 2026
I had lunch with the CEO of an AI infrastructure company recently. I can’t tell you their name,…
AAI
China’s Dishan Technology nears 2nm AI chip breakthrough, reports say
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China’s Dishan Technology nears 2nm AI chip breakthrough, reports say

  • April 14, 2026
Chinese chip start-up Dishan Technology has achieved a breakthrough in designing a 2-nanometre artificial intelligence chip, according to…
AI Europe
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