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Jensen Huang pushes the AI factory vision at GTC
Jensen Huang · NVIDIA Founder and CEO ·
NVIDIA's GTC keynote framed data centers as AI factories and put Blackwell, networking and systems at the center of that story.
Hot viewpoint: If AI factories become the default framing, chip sales, energy planning, cloud spending and national AI policy all become part of one infrastructure race.
NVIDIA Jensen Huang NVIDIA AI ChipsAI Infrastructure 3.4KHeat 198comments 3.3KHot Debates 
Google I/O showed how broad Pichai's AI rollout has become
Sundar Pichai · Google / Alphabet CEO ·
Google I/O AI announcements spanned Search, Gemini, Android, Workspace, creators and developers.
Hot viewpoint: The breadth is Google's advantage and risk: every product can benefit, but every product can also expose AI mistakes.
I/O Sundar Pichai Google / Alphabet AI AgentsFoundation Models 1.1KHeat 97comments 1.3KHot Debates 
AMD's Computex roadmap turns AI chips into an annual cadence fight
Lisa Su · AMD Chair and CEO ·
AMD described an annual cadence for Instinct accelerators, a clear signal that AI chip roadmaps are accelerating.
Hot viewpoint: Annual cadence forces buyers to decide when to commit, and forces competitors to show credible roadmaps, not just current chips.
AMD Lisa Su AMD AI ChipsSemiconductor 1.2KHeat 69comments 1.2KHot Debates No matching updates.