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A new report forecasts the smartphone chipset market through 2026, and claims that Google’s efforts in building Tensor for ...

MediaTek Inc. shares notched their best two-day rally on record, as investors flock to the Taiwanese chip designer on excitement over its tie-up with Google.

Counterpoint thinks DRAM and NAND will squeeze 2026 shipments, with Google oddly best placed to handle the crisis despite a having a wobbly Tensor G5. The memory shortage is turning… Counterpoint ...

(Bloomberg/Nick Turner) — Meta Platforms Inc. is in talks to spend billions on Google’s AI chips, the Information reported, adding to a monthslong share rally as the search giant has made the case it ...

Google and Anthropic have agreed to partner up for a cloud deal where Google will provide Tensor Processing Units to Anthropic for its AI products and services. The deal is worth multiple billions and ...

The rivals made billions of dollars in the business over the past year, showing other companies that Nvidia isn’t the only game in town.