Technology

Alphabet's Google is working on a new initiative to make its artificial intelligence chips better at running PyTorch, the world’s most widely used AI software framework, in a move aimed at weakening Nvidia's longstanding dominance of the AI computing market, according to people familiar with the matter. The effort is part of Google's aggressive plan to make its Tensor Processing ​Units a viable alternative to Nvidia's market-leading GPUs. TPU sales have become a crucial growth engine of Google's cloud revenue as it seeks to prove to investors that its AI investments are generating returns.

Exclusive-Google works to erode Nvidia's software advantage with Meta's help

Alphabet's Google is working on a new initiative to make its artificial intelligence chips better at running PyTorch, the world’s most widely used AI software framework, in a move aimed at weakening Nvidia's longstanding dominance of the AI computing market, according to people familiar with the matter. The effort is part of Google's aggressive plan to make its Tensor Processing ​Units a viable alternative to Nvidia's market-leading GPUs. TPU sales have become a crucial growth engine of Google's cloud revenue as it seeks to prove to investors that its AI investments are generating returns.
Reuters 44 min ago
GOOG
META
Netflix to add soccer video game based on FIFA World Cup next year

Netflix to add soccer video game based on FIFA World Cup next year

Netflix on Wednesday said it will add a soccer simulation title to its ​gaming portfolio, as the streaming giant looks to ‌leverage the FIFA World Cup 2026 tournament to deepen its video ‌game push. The soccer title will be developed and published by Delphi Interactive, which is also helping create a premium James Bond game called "007 First Light," and in association ⁠with the sport's ‌governing body, FIFA. Netflix said the game will launch in time for the world's most-watched ‍sporting event, scheduled to start June next year in the U.S.
Reuters 44 min ago
Brazil to get satellite internet from Chinese rival to Starlink in 2026

Brazil to get satellite internet from Chinese rival to Starlink in 2026

Chinese low Earth ​orbit satellite company SpaceSail ‌will start providing internet ‌access to remote areas in Brazil in the first half of ⁠2026, President ‌Luiz Inacio Lula da Silva's chief ‍of staff, Rui Costa, said on Wednesday. SpaceSail and ​Brazil's state-owned telecom Telebras ‌had signed a memorandum of understanding in late 2024 to offer satellite internet services ⁠for schools, hospitals ​and other ​essential services in the South American country. SpaceSail ‍competes ⁠directly with Elon Musk's Starlink in the ⁠satellite internet market.
Reuters 52 min ago
Amazon's $10 Billion AI Power Play: OpenAI Deal Could Disrupt Nvidia's Chip Empire

Amazon's $10 Billion AI Power Play: OpenAI Deal Could Disrupt Nvidia's Chip Empire

Trainium chips, a $500B valuation, and a $38B cloud pact--inside Amazon's bold move to reshape the AI stack.
GuruFocus.com 1 hr ago
AMZN
NVDA
Is Fiserv (FISV) an Undervalued Stock?

Is Fiserv (FISV) an Undervalued Stock?

GreensKeeper Asset Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Value Fund has ended the quarter with a +4.0% gain, taking the YTD return to +0.2% net of fees and expenses. The US dollar continued to pose a challenge, negatively impacting performance […]
Insider Monkey 1 hr ago
FISV
DX-Y.NYB
Do You Believe in the Growth Potential of Adobe (ADBE)?

Do You Believe in the Growth Potential of Adobe (ADBE)?

GreensKeeper Asset Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Value Fund has ended the quarter with a +4.0% gain, taking the YTD return to +0.2% net of fees and expenses. The US dollar continued to pose a challenge, negatively impacting performance […]
Insider Monkey 1 hr ago
ADBE
DX-Y.NYB
Fortinet vs. Cisco: Which Cybersecurity Leader Has the Edge Now?

Fortinet vs. Cisco: Which Cybersecurity Leader Has the Edge Now?

Fortinet's record margins, surging SASE billings, and AI-driven security gains put FTNT in focus against CSCO's broader but uneven growth story.
Zacks 1 hr ago
FTNT
CSCO
Oracle data center plan hit as Blue Owl walks from $10 billion deal, source says

Oracle data center plan hit as Blue Owl walks from $10 billion deal, source says

Oracle's largest data center partner, Blue Owl Capital, will not provide funding for a $10 billion deal to build ​its next facility, a source said on Wednesday, amid growing concerns ‌about the cloud computing company's rising debt and artificial intelligence spending. Blue Owl's discussions with lenders and ‌Oracle regarding investment in a planned 1-gigawatt data center in Saline Township, Michigan, intended to serve OpenAI, have broken down after stalled negotiations, the person said. A key issue was that Blue Owl viewed the existing leases for the Michigan project as ⁠less favorable than those it ‌had helped structure in its other deals with Oracle, the person said.
Reuters 2 hr ago
ORCL
OWL
Coursera to buy Udemy, creating $2.5 billion firm to target AI training

Coursera to buy Udemy, creating $2.5 billion firm to target AI training

Online education platform Coursera said on Wednesday it would buy rival Udemy in an all-stock deal, valuing the ​combined company at $2.5 billion, as the industry consolidates after a post-pandemic ‌slowdown and heightened investor scrutiny. Udemy shareholders would receive 0.8 shares of Coursera for each held, ‌valuing the company at about $930 million, according to Reuters calculations. Coursera shares were up about 8%, while Udemy jumped nearly 28%.
Reuters 3 hr ago
COUR
UDMY
Hut 8 shares jump as ex-bitcoin miner signs $7 billion AI data center lease

Hut 8 shares jump as ex-bitcoin miner signs $7 billion AI data center lease

Hut 8 has signed a deal valued at about $7 billion to lease a data center in ​Louisiana, it said on Wednesday, as former cryptocurrency miners pivot ‌to meet surging demand for artificial intelligence infrastructure. The company will sign a 15-year lease agreement to develop a 245-megawatt data center in the River Bend campus. The new deal involves partnerships with AI model developer Anthropic and infrastructure provider Fluidstack.
Reuters 2 hr ago
HUT
NVDA
Factbox-By the numbers: How the Netflix and Paramount bids for Warner Bros stack up

Factbox-By the numbers: How the Netflix and Paramount bids for Warner Bros stack up

Warner Bros Discovery's board rejected ​Paramount Skydance's $108.4 billion hostile ‌bid, saying it failed to ‌provide adequate financing assurances, in a blow to the David Ellison-run company's ambitions ⁠to ‌grow its media empire. Warner Bros' board, in a ‍letter to shareholders, said it found Paramount's offer "inferior" to the merger ​agreement with Netflix. Warner Bros ‌chose Netflix as its suitor earlier this month, securing an $82.7 billion enterprise deal for its TV, film ⁠studios and ​streaming assets, while ​Paramount's bid includes all of Warner Bros' assets.
Reuters 3 hr ago
NFLX