771 stories, newest first. Page 33 of 33.
Both vendors confirmed in May that export licenses cleared for the H200 and MI308 — the de-facto China-tier successors to Hopper and MI300. The policy whiplash matters less than the volume implication: a market that lost $15B+ in pent-up demand is reopening.
The company is building open-source-based switching infrastructure specifically for AI data centers. The size of the round signals that the network layer is now a standalone bet — not a feature of GPUs, not a feature of clouds.
At I/O 2026 Google unveiled a model that is cheaper, faster, and — on most benchmarks — better than its own top-end Gemini 3.1 Pro. Paired with Antigravity 2.0 and Managed Agents, the message is unmistakable: the company is done selling chatbots and is now selling agents.