Google, NVIDIA
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Google is on a tear in the AI race and has made a miraculous comeback, thanks to Gemini, its TPUs, and other factors. Here's what's going on.
Nvidia’s customers have a big incentive to explore cheaper alternatives. Bernstein, an investment-research firm, estimates that Nvidia’s GPUs account for over two-thirds of the cost of a typical AI server rack.
Android TV owners have reported that a popular third-party YouTube app has been disabled on their devices. Here's what really happened.
The internet giant has released new AI software and struck deals, such as a chip tie-up with Anthropic PBC, that have reassured investors the company won’t easily lose to ChatGPT creator OpenAI and other rivals.
On the AI chips front, Nvidia is still the confident frontrunner, but Google might score a big win in its catch-up efforts if The Information report is true. Nvidia’s GPUs are the preferred AI chip right now, but Google’s custom tensor processing units (TPUs) are providing at least some competition.
This means that Google still needs Nvidia GPUs, used in tandem with its own TPUs, to get the combination of speed and energy efficiency it needs to compete. It further suggests that, even if the reports are true, and Google's power-miserly chips cut into Nvidia's business, the company will still be the dominant player in the data center GPU space.
Media you purchased through Google or YouTube should soon be available once again in Disney's Movies Anywhere.
Google is upgrading Circle to Search with AI Mode, delivering richer, more context-aware follow-up answers and making visual search far more useful on Android devices.
Switching phones this weekend? Don't wipe your old device yet. Avoid these 3 common Google Photos mistakes to prevent permanent data loss.