The data cloud giant Snowflake is betting big on Amazon's silicon. A new $6 billion pact with AWS highlights the escalating arms race for AI processing power.
Cerebras didn't just go public; it exploded onto the scene with a $5.5 billion IPO, redefining what's possible for AI hardware startups and leaving a trail of stunned analysts in its wake.
A long-shuttered Intel fab in New Mexico, once home to raccoons, is now churning out advanced packaging for AI chips. CFO projections? Well north of $1 billion in revenue.
Uber just made a jaw-dropping move: expanding its AWS contract to run more workloads on Amazon's homemade AI chips, just two years after pledging allegiance to Oracle and Google. This isn't about chip performance—it's about something far messier.