OpenAI can now sell directly on AWS, Google Cloud, and Oracle, ending Microsoft's exclusive distribution and opening the enterprise floodgates ahead of a planned IPO
Google introduced TPU 8t (training) and TPU 8i (inference) at Cloud Next 2026, splitting its custom silicon for the first time into two specialized architectures
Half of all American workers now use AI on the job, but a new Gallup and NBER study reveals a massive gap between individual use and organizational productivity
Five companies control 71% of global AI compute. Here is why the infrastructure bottleneck is shifting from chips to electricity, and what it means for the rest of the world
