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Nvidia Unveils New AI Chip Tracking Software Amid Smuggling Fears
Nvidia is developing new location tracking software for its AI chips at a time when concerns about smuggling and unauthorized use in China are escalating. According to multiple reports, the company has created location verification technology capable of identifying the country where a chip is operating by measuring computing performance and analyzing delays in communication between servers, which can reveal geographic distance. The feature draws on the confidential computin
Covertly AI
2 days ago3 min read


Google’s Gemini 3 Shakes Up the AI Race and Sends Chip Stocks Sliding
Google’s rapid ascent in the AI race is reshaping the dynamics of the tech and semiconductor markets, with its newly released Gemini 3 model emerging as a major catalyst. The model debuted to enthusiastic reviews, including high praise from Salesforce CEO Marc Benioff, who declared he is “not going back” to ChatGPT after trying it out (Investors Business Daily). Google parent Alphabet’s stock has surged accordingly, rising nearly 5 percent on Monday after an 8 percent ral
Covertly AI
Nov 284 min read


Qualcomm and Alphabet Rise: Is Nvidia Losing Its Lead?
The artificial intelligence hardware market has long been defined by Nvidia’s dominance, but new developments from Qualcomm and Alphabet suggest the landscape may be shifting. With a market cap exceeding $4.4 trillion, Nvidia has reached a level of influence rivalled historically only by corporations built to run colonial trade empires. Its GPUs became the gold standard not just for gaming and crypto mining, but also for powering the deep-learning boom thanks to a combinati
Covertly AI
Nov 273 min read


AWS’s $50B AI Investment: Is this the Future of the US Government AI?
Amazon Web Services is undertaking one of its largest government focused technology projects to date, announcing a plan to invest 50 billion dollars to build high performance AI and supercomputing infrastructure designed specifically for U.S. federal agencies. The initiative aims to vastly expand the government’s access to AWS’s advanced AI tools, creating the first purpose built AI computing environment engineered across AWS Top Secret, AWS Secret, and AWS GovCloud regions
Covertly AI
Nov 254 min read


Brookfield Launches $100B AI Infrastructure Push with Nvidia & KIA
Brookfield Asset Management has unveiled a sweeping US$100-billion artificial intelligence infrastructure program that signals just how aggressively global investors are moving to support the next generation of AI technologies. Announced on Wednesday, the initiative is being launched in partnership with Nvidia and the Kuwait Investment Authority, bringing together one of the world’s leading investment managers, a dominant AI chipmaker, and a major sovereign wealth fund to acc
Covertly AI
Nov 193 min read


Baidu Unveils New AI Chips to Boost China’s Semiconductor Independence
Baidu’s latest push into artificial intelligence hardware marks a significant step in China’s drive toward technological self-sufficiency as geopolitical tensions continue to reshape the global chip landscape. At its annual developer conference, the company unveiled two new AI processors, the M100 and M300, positioned as powerful, low-cost, domestically controlled alternatives for Chinese enterprises seeking to reduce reliance on U.S. technology. The M100, designed primarily
Covertly AI
Nov 133 min read


Google Unveils Ironwood TPU to Power the New Age of AI Inference
Google’s latest innovation in artificial intelligence hardware marks a significant step toward the future of computing, as the company unveils its seventh-generation Tensor Processing Unit, dubbed Ironwood . These custom-built chips are designed specifically for artificial intelligence workloads and signal a major shift toward what Google calls the “age of inference.” Unlike Nvidia’s general-purpose GPUs, Google’s TPUs are application-specific integrated circuits, meaning the
Covertly AI
Nov 103 min read
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