AMD reports significant gains in AI energy efficiency while Google expands its custom chip strategy by pitting Marvell against Broadcom to secure its position in the AI market.
Key Points
- AMD claims its latest AI systems are four times more energy-efficient than hardware released two years ago.
- Google is evaluating Marvell as a competitor to Broadcom for custom AI chip production, supported by a $12.2 billion investment proposal.
- Cerebras introduced its CS-4 rack systems, which double per-chip performance and increase rack density by three times.
- Stripe is reportedly preparing a $7 billion acquisition to integrate AI token sales and model orchestration into its payment gateway services.