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24.04.26 - 17:15
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Scramble For AI Compute: Meta Inks Multibillion-Dollar Deal With Amazon For CPU Chips (ZeroHedge)
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Scramble For AI Compute: Meta Inks Multibillion-Dollar Deal With Amazon For CPU Chips
Meta Platforms inked a multibillion-dollar agreement with Amazon to deploy tens of millions of AWS Graviton processor cores in support of its next-generation AI buildout. The deal makes Meta one of the largest Graviton customers globally and shows CEO Mark Zuckerberg's willingness to spend aggressively on compute infrastructure as the AI arms race intensifies with Alphabet, Microsoft, and other tech giants.
The news that the social media giant would deploy hundreds of thousands of Amazon's general-purpose chips to "support the company's AI efforts" was first reported by Amazon News.
"The chips will power various workloads at Meta, including supporting the company's AI efforts. That work requires infrastructure that can handle billions of interactions while coordinating complex, multi-step agent workflows—exactly the kind of CPU-intensive work Graviton is designed for," the release s...
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24.04.26 - 12:00
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Research: CMSI Maintains Alphabet TP at USD390, Rating Overweight (AAStocks)
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CMSI released a research report stating that at the Google Cloud Next 2026 conference held over the past two days, Alphabet (GOOGL.US) demonstrated Googles comprehensive expansion into the era of agentic AI. The initiatives cover more advanced chips, data centers, an enterprise-focused agentic AI platform combined with a strong......
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24.04.26 - 10:27
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Alphabet A (ex Google) Buy (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Das Analysehaus Jefferies hat die A-Aktie von Alphabet nach der "Google Cloud Next"-Konferenz 2026 mit einem Kursziel von 400 US-Dollar auf "Buy" belassen. Es sei klar, dass die Nachfrage nach KI-Rechenleistung weiter steige, ......
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24.04.26 - 05:30
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DeepSeek releases next-gen AI model with ′world-leading′ efficiency (SCMP)
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DeepSeek has finally released its much-anticipated next-generation open-source foundational AI model, V4, which it said was competitive with leading US closed-source models from the likes of OpenAI and Google DeepMind.
DeepSeek released two versions of the model on Friday, with the V4-pro model boasting 1.6 trillion parameters, making it the Hangzhou start-up's biggest ever model, while the smaller V4-flash model has 284 billion parameters.
Both models have a context window of 1 million tokens,......
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