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AI & Enterprise

AI chip war enters new phase as Nvidia challengers step up offensive

Big cloud companies are stepping up attacks on the AI chip market dominated by Nvidia, extending efforts from inference into model training. Meta signs a multiyear deal to rent Google’s TPU and discusses bringing TPU into its data centres from next year. Amazon strengthens cooperation with OpenAI around AWS and its Trainium chip. Nvidia plans to unveil a new inference-focused chip in March and outlined an AI-native 6G vision using AI-RAN.

AI & Enterprise

Conde Nast CEO says Google search will not play meaningful role in traffic within years

Media group Conde Nast, which publishes Vogue and The New Yorker, is preparing a strategy that does not treat Google search as a core traffic channel. CEO Roger Lynch said Google search will not be able to play a meaningful role in its traffic within a few years. He said AI summaries in search results were another blow to search traffic and criticised a structure he described as harmful. Conde Nast has content licensing deals with OpenAI and Amazon but has not reached an agreement with Google.