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28.11.25 - 08:06
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Meta and Nvidia reportedly push to integrate GPUs into HBM for AI boost (Digitimes)
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To enhance artificial intelligence (AI) performance, Meta and Nvidia are advancing plans to embed GPU compute cores directly into the base die of high-bandwidth memory (HBM). This innovation blurs the lines between memory and system semiconductors, presenting new opportunities and challenges for South Korea's semiconductor industry....
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28.11.25 - 07:00
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News zu Black Forest Labs, Google, Meta, Nvidia, Quantum Systems, Lovable, TSMC, Intel, Klarna (Manager-Magazin)
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Unser Newsletter „Tech Update“ liefert wöchentlich exklusive Recherchen, Analysen und News zu Start-ups und Innovationen. Diesmal: Black Forest Labs, Google, Meta, Nvidia, Quantum Systems, Lovable, TSMC, Intel, Klarna....
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28.11.25 - 05:48
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Google′s TPU strategy mounts fresh challenge to Nvidia′s GPU lead (Digitimes)
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Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information revealed that Meta is in talks to begin using Google TPUs in its data centers in 2027 under a potential multibillion-dollar agreement....
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28.11.25 - 05:06
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Meta′s Google TPU shift opens new AI supply chain for Taiwan PCB makers (Digitimes)
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Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens of billions of US dollars. This move signals confidence that Google will become a leading ASIC chip supplier, challenging Nvidia's dominance and securing the second spot in the AI accelerator market....
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27.11.25 - 13:12
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Alibaba launches US$537 Quark AI glasses to challenge devices from Meta, Xiaomi (SCMP)
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Alibaba Group Holding on Thursday launched its first artificial intelligence glasses in China, as the tech giant seeks to carve out a solid niche in the growing smart wearables market.
The Quark AI Glasses, named after the company's Quark AI assistant, include three versions each of the series' flagship S1 model and the lightweight G1 model. Alibaba owns the South China Morning Post.
“AI glasses are the intelligent devices that truly usher in a revolution in human-computer interaction in the AI......
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27.11.25 - 11:51
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Meta Platforms Aktie: All-in bei KI bzw. Wette auf die Zukunft (Aktiencheck)
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Wien (www.aktiencheck.de) - Meta Platforms-Aktienanalyse der Raiffeisen Bank International AG:
Andreas Schiller, Analyst der Raiffeisen Bank International AG (RBI), rät in einer aktuellen Aktienanalyse weiterhin zum Kauf der Aktie von Meta Platforms Inc. (ISIN: US30303M1027, WKN: A1JWVX, Ticker-Symbol: FB2A, NASDAQ-Symbol: META), senkt aber das Kursziel. [mehr]...
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