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30.09.26 - 17:54
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OpenAI appoints Israel sales chief (Globes)
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Motti Hadas, former Matrix VP and senior sales executive at Google and MongoDB will set up OpenAI’s service and sales activities for the Israel tech market....
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14.09.26 - 05:06
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Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues (Digitimes)
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Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years, with in-house silicon recovering its costs in half that time. This translates to a payback period of less than one year for servers using Google's in-house silicon, including its tensor processing units (TPUs). Industry observers note this rapid capital return gives application-specific integrated circuit (ASIC) design service partners, such as MediaTek and Broadcom, substantial room for upward revenue revisions as Google doubles down on its TPU strategy....
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