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

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

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

Finland’s emerging AI startup NestAI has captured significant attention after securing €100 million (about $115 million) in new funding and unveiling a strategic partnership with Nokia to advance artificial intelligence for defense and autonomous systems. The round, led by Finland’s sovereign wealth fund Tesi alongside Nokia, signals a major vote of confidence in the company’s mission to build AI technologies that can be deployed in unmanned vehicles, autonomous operations, a