Tags: custom silicon

At Cloud Next 2026, Google announced a sweeping rebrand of its AI offerings, merging Vertex AI, Agentspace and new services into the Gemini Enterprise Agent Platform. The rollout includes Workspace Studio, a no‑code builder for AI agents across Gmail, Docs and other Google apps, a Model Garden with more than 200 models, and the production‑grade Agent2Agent protocol now in use at 150 enterprises. CEO Thomas Kurian framed the move as owning the entire stack—from custom TPU silicon to the inbox—positioning Google against rivals that, he said, “hand you the pieces, not the platform.” Weiterlesen

San Francisco‑based Anthropic is weighing the development of its own artificial‑intelligence chips, according to three sources familiar with the effort. The move comes as the company’s annualized revenue run rate for its Claude models surged past $30 billion, up from roughly $9 billion at the end of 2025. Anthropic still runs workloads on a mix of Google‑Broadcom TPUs, Amazon‑custom silicon and Nvidia GPUs, and has just secured a long‑term deal for 3.5 gigawatts of TPU capacity beginning in 2027. The firm has not yet formed a dedicated chip team and may continue buying off‑the‑shelf silicon. Weiterlesen