DOCN says AI inference demand still exceeds supply, pricing is firm, and 31 MW of new capacity in 2026 could lift growth ...

General Compute today announced its inference cloud platform built for AI agents, working with early partners now ahead ...

Inference chipmaker Cerebras, last valued at $23 billion, filed for an IPO with a reported $35 billion target valuation. Why ...

Artificial intelligence infrastructure startup Parasail Inc. today announced that it has raised $32 million in early-stage ...

Google is in discussions with Marvell Technology about developing custom chips designed specifically for AI inference, ...

Forbes contributors publish independent expert analyses and insights. I write about the economics of AI. When OpenAI’s ChatGPT first exploded onto the scene in late 2022, it sparked a global obsession ...

Google is in talks with Californian chipmaker Marvell to develop two new inference chips. Per reports from The Information ...

A food fight erupted at the AI HW Summit earlier this year, where three companies all claimed to offer the fastest AI processing. All were faster than GPUs. Now Cerebras has claimed insanely fast AI ...

Google is reportedly in active discussions to co-develop custom AI chips with MRVL—specifically an MPU plus an ...

The $200 break is a sentiment reset, not a demand collapse: hyperscalers still spend heavily, and Nvidia’s moat spans ...

In the next phase of the AI megatrend, inference will be the big focus, and Arm Holdings is poised to win big from that shift ...