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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


Zyphra Breakthrough: Can ZAYA1 Prove AMD Is Ready to Rival NVIDIA?
Zyphra’s unveiling of ZAYA1 marks a significant moment in the AI hardware landscape, proving that large-scale model training can succeed outside NVIDIA’s well-established ecosystem. After a year of collaboration with AMD and IBM, Zyphra trained ZAYA1 entirely on AMD Instinct MI300X GPUs, Pensando networking, and the ROCm software stack, demonstrating that AMD’s platform can support major foundation models without exotic configurations or performance compromises (Artificial
Covertly AI
Nov 264 min read


Microsoft, NVIDIA & Anthropic Form Landmark AI Infrastructure Alliance
Microsoft, NVIDIA, and Anthropic have entered a sweeping new alliance that marks one of the most significant shifts yet in the global AI infrastructure landscape. The three companies are combining cloud scale, advanced hardware, and frontier model development to accelerate the next generation of AI systems while expanding enterprise access to high-performance compute. At the center of the partnership is Anthropic’s decision to scale its Claude models on Microsoft Azure, backe
Covertly AI
Nov 233 min read


Nvidia’s Record Q3 Earnings Reveal High Demand for AI GPUs
Nvidia’s latest earnings paint a picture of a company not just riding the AI wave, but helping create its momentum. The chipmaker reported an astonishing $57 billion in revenue for the third quarter, a 62% jump from the same period last year (TechCrunch; Yahoo Finance; Startup Ecosystem). This surge was matched by equally impressive profitability: net income soared to $32 billion, up 65% year-over-year (TechCrunch; Yahoo Finance; Startup Ecosystem). Both figures blew past Wal
Covertly AI
Nov 203 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


Jeff Bezos Backs AI Chipmaker Tenstorrent in $2.6 Billion Bet
Jeff Bezos, the founder of Amazon, has joined forces with prominent investors such as Samsung and LG to back Tenstorrent, an AI hardware...
Covertly AI
Dec 3, 20243 min read


Why Nvidia Remains ‘Undervalued’ in the Race Toward an AI-Powered Future
As artificial intelligence redefines the tech landscape, SoftBank CEO Masayoshi Son believes Nvidia remains undervalued, the chip-making...
Covertly AI
Nov 13, 20243 min read
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