Broadcom: Big, Bad News When Compute Leaders Need Optical Advantage (Upgrade)
By Esxeleryn Analytics Publication Date: 2026-08-05 20:44:00 Broadcom Inc. is upgraded to Buy, driven by its AI compute leadership and…
Tag: Compute
NVIDIA Says It “Continually Optimizes Compute, Networking, Memory” To Deliver Best Performance & Efficiency To Its Customers Amidst Vera and Rubin Ultra “Downgrade” Rumors
By Hassan Mujtaba Publication Date: 2026-08-07 05:00:00 NVIDIA’s Rubin Ultra & Vera chips are subject to various “downgrade” rumors, but…
Runtime instances: persistent compute for production AI agents on Amazon Bedrock AgentCore | Amazon Web Services
When you move AI agents from prototype to production, the infrastructure challenges multiply. Your agents need to persist state across…
Sharon AI Announces Six Year Strategic Compute Collaboration with NVIDIA
By Business Wire Publication Date: 2026-06-12 11:20:00 NVIDIA and Sharon AI to deploy 72MW AI factory and up to 40,000…
Google Is Paying SpaceX Over $900 Million a Month for AI Compute
By Joey Frenette Publication Date: 2026-06-09 15:18:00 Quick Read Google signed a $920 million monthly deal with SpaceX as a…
Apple extends Private Cloud Compute through collaboration with Google and Nvidia
By Brandon Evans Publication Date: 2026-06-09 19:33:00 Apple expands Private Cloud Compute to Google Cloud using Nvidia GPUs and Gemini…
Anthropic And OpenAI Are So Desperate For Compute They Let Broadcom Finance Their Own Chips For Them
By radhikanadig@benzinga.com Publication Date: 2026-06-06 11:32:00 Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through…
SpaceX lands Google AI compute deal after Anthropic pact ahead of IPO
By Reuters Publication Date: 2026-06-05 18:54:00 June 5 (Reuters) – SpaceX said on Friday it has entered into a multi-year…
Google to pay SpaceX $920 million a month for compute capacity at xAI data centers
By Lora Kolodny Publication Date: 2026-06-05 19:20:00 (L-R) Google CEO Sundar Pichai speaks with Tesla and SpaceX CEO Elon Musk…
AT&T: Enterprises are starting to show interest in edge compute
By Mitch Wagner Publication Date: 2026-06-03 15:24:00 AT&T is in talks with Cisco and others about edge compute services as…