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The Week Ahead In Technology for December 1, 2025: Cloud, AI chips, and software earnings drive the narrative. • AWS re:Invent sets the tone for cloud + gen AI strategy Amazon Web Services • Google–Meta TPU talks test Nvidia’s AI hardware lead Google Cloud NVIDIA • Key prints from... show more

Patrick Moorhead

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18,078 次观看 • 7 个月前 •via X (Twitter)

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TARS AI was on the ground at Google Cloud Summit Nord in Düsseldorf, surrounded by builders, AI engineers, and cloud leaders. From autonomous agents to GenAI infrastructure, the takeaway was clear, the market is moving from pilots to large-scale deployment. For TARS AI, it was a sharp signal, growing demand for agent-first products and clear alignment on scaling AI systems for real-world adoption. Highlights, insights, and snapshots from the Google Cloud Summit 👇

TARS AI was on the ground at Google Cloud Summit Nord in Düsseldorf, surrounded by builders, AI engineers, and cloud leaders. From autonomous agents to GenAI infrastructure, the takeaway was clear, the market is moving from pilots to large-scale deployment. For TARS AI, it was a sharp signal, growing demand for agent-first products and clear alignment on scaling AI systems for real-world adoption. Highlights, insights, and snapshots from the Google Cloud Summit 👇

TARS AI 🤖

161,078 次观看 • 1 年前

AI has become the core growth engine for telecom operations, networks, and services. NVIDIA’s 2026 State of AI in Telecommunications Report shares data from over 1,000 global professionals on how companies are investing in, deploying, and benefiting from AI. Learn about the key use cases driving AI deployment and see how telcos are planning for growing AI traffic.

AI has become the core growth engine for telecom operations, networks, and services. NVIDIA’s 2026 State of AI in Telecommunications Report shares data from over 1,000 global professionals on how companies are investing in, deploying, and benefiting from AI. Learn about the key use cases driving AI deployment and see how telcos are planning for growing AI traffic.

NVIDIA

29,408 次观看 • 2 个月前

🤝 Alphabet and NVIDIA are expanding their decade-long partnership to advance agentic AI, robotics, drug discovery, and more. This involves deep co-engineering with integrated platforms, open-source frameworks, and managed services. ✅ Google Cloud is one of the first to bring the NVIDIA Blackwell platform to the cloud. ✅ Google Distributed Cloud using NVIDIA Confidential Computing on #NVIDIABlackwell for enterprises to run Google Gemini on-premises. ✅ Integration of the NVIDIA AI platform across Vertex AI, Cluster Director and Google Kubernetes Engine. ✅ Bringing the NVIDIA Nemotron family of open models to Vertex AI Model Garden. Watch the full video to learn more ➡️

🤝 Alphabet and NVIDIA are expanding their decade-long partnership to advance agentic AI, robotics, drug discovery, and more. This involves deep co-engineering with integrated platforms, open-source frameworks, and managed services. ✅ Google Cloud is one of the first to bring the NVIDIA Blackwell platform to the cloud. ✅ Google Distributed Cloud using NVIDIA Confidential Computing on #NVIDIABlackwell for enterprises to run Google Gemini on-premises. ✅ Integration of the NVIDIA AI platform across Vertex AI, Cluster Director and Google Kubernetes Engine. ✅ Bringing the NVIDIA Nemotron family of open models to Vertex AI Model Garden. Watch the full video to learn more ➡️

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268,567 次观看 • 6 个月前

What a week at #GoogleCloudNext in Las Vegas ✨ From sessions to showfloor demos to networking events, we were excited to partner with Google Cloud to advance how the AI ecosystem can build, deploy, and innovate in the cloud. Looking forward to working together to advance AI agents, physical AI, and beyond.

What a week at #GoogleCloudNext in Las Vegas ✨ From sessions to showfloor demos to networking events, we were excited to partner with Google Cloud to advance how the AI ecosystem can build, deploy, and innovate in the cloud. Looking forward to working together to advance AI agents, physical AI, and beyond.

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The Week Ahead In Technology for April 20, 2026: I’ll be on the ground at Adobe Summit and Google Cloud Next, both in Las Vegas. Adobe is an agentic customer experience read. Google is the AI infrastructure and agent read: Gemini Enterprise, new infrastructure, the cloud backlog. Enterprise software earnings: $NOW, $IBM, $SAP. The read is whether AI agents are extensive booked revenue, not pilots. Semis: $INTC, $TXN, $LRCX. Lam is a clean WFE/HBM/advanced packaging print. Intel’s 18A under Lip-Bu Tan is the one to watch. Carry-over: Anthropic enterprise revenue ramp vs OpenAI, Section 232 phase two.

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Patrick Moorhead

21,994 次观看 • 3 个月前

Project Genesis is the closest thing we’ve seen to the Manhattan Project for science since 1939, what will this mean for America's AI dominance? - AWS planning $50B in U.S. government AI infrastructure + a 2.2 GW Indiana megacenter. - Google’s Ironwood TPU lands 4× performance and million-token multimodal context. - Amazon deploying 500,000 Tranium 2 chips for Anthropic-scale workloads. - Google is now rivaling NVIDIA by letting companies like Meta train frontier models directly on Google Cloud instead of buying GPUs.

Project Genesis is the closest thing we’ve seen to the Manhattan Project for science since 1939, what will this mean for America's AI dominance? - AWS planning $50B in U.S. government AI infrastructure + a 2.2 GW Indiana megacenter. - Google’s Ironwood TPU lands 4× performance and million-token multimodal context. - Amazon deploying 500,000 Tranium 2 chips for Anthropic-scale workloads. - Google is now rivaling NVIDIA by letting companies like Meta train frontier models directly on Google Cloud instead of buying GPUs.

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41,936 次观看 • 7 个月前

Raiinmaker x Google marks a breakthrough in AI video model training. Over 450,000 contributors. 190+ countries. Real people. Real data. Real results. You can now train AI and generate beautiful, cinematic video all from your phone. It’s fast, it’s easy, it’s next-level. This is what the future looks like: Raiinmaker’s decentralized Video Intelligence platform Traiin Video, together with Google’s cutting-edge Veo technology = a new standard for ethical AI video training. Ethical AI. Human-powered. Built to win. Make AI Yours. Make it $RAIIN. Google Cloud Google Cloud Partners Google AI #GoogleCloudPartner #GoogleCloud

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Raiinmaker

300,651 次观看 • 1 年前

Big news from NVIDIA's Jensen Huang on the biggest stage in cloud about our super partnership: Announcing Google Distributed Cloud with Gemini and NVIDIA will bring state-of-the-art AI to the world's regulated industries and countries. #GoogleCloudNext

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117,466 次观看 • 1 年前

Dylan Patel explains that Nvidia’s biggest threat is the rise of custom silicon from companies like Google, Amazon, and Meta. He notes that Google’s TPUs are already fully utilized, Amazon is making millions of Trainium chips, and Anthropic will likely help adoption. Google could compete directly with Nvidia by selling TPUs on the open market, not just renting them through Cloud. He argues that if AI remains concentrated, custom silicon will win, but if open-source models spread widely, Nvidia benefits through its software ecosystem.

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Wes Roth

74,608 次观看 • 11 个月前

AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.

AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.

Bull Theory

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💬 Alphabet CEO: US and China need to talk 📦 Tencent stockpiles Nvidia chips ⏸️ Alibaba pulls cloud spinoff plan Annabelle Droulers looks at some of the key topics in AI this week. For all things AI:

💬 Alphabet CEO: US and China need to talk 📦 Tencent stockpiles Nvidia chips ⏸️ Alibaba pulls cloud spinoff plan Annabelle Droulers looks at some of the key topics in AI this week. For all things AI:

Bloomberg

30,033 次观看 • 2 年前

December is the month for giving So here are 9 new Recipes demoing how to use Weaviate AI Database and Amazon Web Services, Contextual AI, Chonkie, Parallel Web Systems, Google, Modaic, TwelveLabs (twelvelabs.io), and LlamaIndex 🦙 🧑‍🍳

December is the month for giving So here are 9 new Recipes demoing how to use Weaviate AI Database and Amazon Web Services, Contextual AI, Chonkie, Parallel Web Systems, Google, Modaic, TwelveLabs (twelvelabs.io), and LlamaIndex 🦙 🧑‍🍳

Erika Shorten

12,746 次观看 • 7 个月前

Introducing in collaboration with Google Cloud For the first time agents can discover, access, and pay-per-request for APIs from Google Cloud including Gemini, BigQuery, Vertex AI, and more using stablecoins on Solana. No accounts, no subscriptions, just machine-native commerce.

Introducing in collaboration with Google Cloud For the first time agents can discover, access, and pay-per-request for APIs from Google Cloud including Gemini, BigQuery, Vertex AI, and more using stablecoins on Solana. No accounts, no subscriptions, just machine-native commerce.

Solana Foundation

627,550 次观看 • 2 个月前

INTERNET COMPUTER'S CLOUD ENGINES REPRESENT AN INFLECTION POINT... Founder of Internet Computer (DFINITY Foundation), Dominic Williams (dom | icp), while celebrating the protocol's five-year journey, provided a detailed preview of “Cloud Engines." Cloud Engines is the sovereign frontier cloud technology that the network will soon provide via opencloud(.)org. He stated that Cloud Engines will enable anyone to spin up their own tamperproof sovereign cloud by selecting and configuring nodes within the mathematically secure Internet Computer network. The founder emphasized that the technology is built specifically for the AI era, enabling AI agents to create and update online applications and services without the need for security teams or sysadmins. Additionally, software hosted on Cloud Engines is immune to infrastructure hacks, guaranteed to run as long as sufficient nodes remain operational, and protected by orthogonal persistence in the Motoko language, which automatically detects and prevents “lossy” AI-generated updates. He added that users will soon be able to develop and deploy apps directly from AI platforms such as Claude or Perplexity, with seamless integration through caffeine, while maintaining full tech sovereignty. Cloud Engines allow owners to choose node operators and locations, mix Big Tech instances (Amazon Web Services, Microsoft Azure, Google), add sovereign AI nodes, and scale capacity instantly without downtime or vendor lock-in. In summary, Cloud Engines is an inflection point in the Internet Computer’s history.

INTERNET COMPUTER'S CLOUD ENGINES REPRESENT AN INFLECTION POINT... Founder of Internet Computer (DFINITY Foundation), Dominic Williams (dom | icp), while celebrating the protocol's five-year journey, provided a detailed preview of “Cloud Engines." Cloud Engines is the sovereign frontier cloud technology that the network will soon provide via opencloud(.)org. He stated that Cloud Engines will enable anyone to spin up their own tamperproof sovereign cloud by selecting and configuring nodes within the mathematically secure Internet Computer network. The founder emphasized that the technology is built specifically for the AI era, enabling AI agents to create and update online applications and services without the need for security teams or sysadmins. Additionally, software hosted on Cloud Engines is immune to infrastructure hacks, guaranteed to run as long as sufficient nodes remain operational, and protected by orthogonal persistence in the Motoko language, which automatically detects and prevents “lossy” AI-generated updates. He added that users will soon be able to develop and deploy apps directly from AI platforms such as Claude or Perplexity, with seamless integration through caffeine, while maintaining full tech sovereignty. Cloud Engines allow owners to choose node operators and locations, mix Big Tech instances (Amazon Web Services, Microsoft Azure, Google), add sovereign AI nodes, and scale capacity instantly without downtime or vendor lock-in. In summary, Cloud Engines is an inflection point in the Internet Computer’s history.

BSCN

12,138 次观看 • 2 个月前

The future of basketball is here. 💥🏀 The NBA and AWS are joining forces in a multi-year partnership to power the future of the game. As the Official Cloud and Cloud AI Partner, AWS will help deliver next-level innovation, insights, and fan experiences across the NBA and its affiliate leagues including WNBA, G League, BAL, and NBA Take-Two Media. Amazon Web Services

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227,456 次观看 • 9 个月前

Elon Musk on the SpaceXAI satellites: “We intend for SpaceXAI satellites to allow people to use whatever GPU or TPU they want. NVIDIA GPUs, Google TPUs, Amazon Trainiums, or any other chips can be put on them. We will also offer our own chips, and we want to offer our AI software, in the future. It will be such that you can run anyone’s AI hardware or software on the SpaceXAI satellites.”

Elon Musk on the SpaceXAI satellites: “We intend for SpaceXAI satellites to allow people to use whatever GPU or TPU they want. NVIDIA GPUs, Google TPUs, Amazon Trainiums, or any other chips can be put on them. We will also offer our own chips, and we want to offer our AI software, in the future. It will be such that you can run anyone’s AI hardware or software on the SpaceXAI satellites.”

NIK

48,256 次观看 • 1 个月前

The Mag 7's will continue to beat the S&P 500 and make you richer faster. Here's exactly what to expect: 1. $TSLA - autonomous driving + robots + energy storage 2. $AMZN - AWS leads cloud AI infrastructure 3. $NVDA - AI chip dominance, obvious winner 4. $META - AI-enhanced ads + dominates socials 5. $GOOGL - search + YouTube empire, cloud and huge moat 6. $MSFT - Azure cloud and Office/enterprise software locks in recurring high margin growth 7. $AAPL - ecosystem impossible to leave, and the #1 consumer product in the world All my exact entries and targets in Discord @

The Mag 7's will continue to beat the S&P 500 and make you richer faster. Here's exactly what to expect: 1. $TSLA - autonomous driving + robots + energy storage 2. $AMZN - AWS leads cloud AI infrastructure 3. $NVDA - AI chip dominance, obvious winner 4. $META - AI-enhanced ads + dominates socials 5. $GOOGL - search + YouTube empire, cloud and huge moat 6. $MSFT - Azure cloud and Office/enterprise software locks in recurring high margin growth 7. $AAPL - ecosystem impossible to leave, and the #1 consumer product in the world All my exact entries and targets in Discord @

StockWhale

94,025 次观看 • 5 个月前

🎥 Behind the Scenes of Alibaba Cloud Partner Connect 2026 We’re excited to advance our AI Alliance Program — a strategic initiative to empower AI innovation and accelerate next-gen solutions for global enterprises. Working with AI partners like ATOS, we’re helping organizations harness cloud-native data and AI capabilities to drive business transformation at scale globally. In this video, hear from Purshottam Purswani, Head of Data and AI & CTO, APAC at ATOS, on how Partner Connect 2026 is shaping the future of AI-powered collaboration — and why strategic cloud partnerships are essential for future-ready enterprises. 💬 AI Partner - Your Voice, Our Connection #AlibabaCloud #PartnerConnect2026 #AIAlliance #ATOS #CloudComputing #AI #AInnovation #LLM

🎥 Behind the Scenes of Alibaba Cloud Partner Connect 2026 We’re excited to advance our AI Alliance Program — a strategic initiative to empower AI innovation and accelerate next-gen solutions for global enterprises. Working with AI partners like ATOS, we’re helping organizations harness cloud-native data and AI capabilities to drive business transformation at scale globally. In this video, hear from Purshottam Purswani, Head of Data and AI & CTO, APAC at ATOS, on how Partner Connect 2026 is shaping the future of AI-powered collaboration — and why strategic cloud partnerships are essential for future-ready enterprises. 💬 AI Partner - Your Voice, Our Connection #AlibabaCloud #PartnerConnect2026 #AIAlliance #ATOS #CloudComputing #AI #AInnovation #LLM

Alibaba Cloud

19,233 次观看 • 5 个月前

“The Coatue team mapped out cloud revenue market share, Oracle at 5%, Amazon at 44% with AWS, Google 19%, Microsoft 30%. Next to that, they showed NVIDIA GPU allocation: Microsoft and Google match their cloud share. Amazon is 44% cloud revenue but only 20% GPUs. Oracle jumps from 5% to 19%. Cori comes out of nowhere at 11%.” “One obvious takeaway is that Amazon has half the share of GPUs than their share of AWS. So that could mean one of two things, either AWS is behind in AI, that could be one, or they're pursuing a different hardware strategy than its competitors.” — Bill Gurley Bill Gurley and Thomas Laffont Thomas Laffont

“The Coatue team mapped out cloud revenue market share, Oracle at 5%, Amazon at 44% with AWS, Google 19%, Microsoft 30%. Next to that, they showed NVIDIA GPU allocation: Microsoft and Google match their cloud share. Amazon is 44% cloud revenue but only 20% GPUs. Oracle jumps from 5% to 19%. Cori comes out of nowhere at 11%.” “One obvious takeaway is that Amazon has half the share of GPUs than their share of AWS. So that could mean one of two things, either AWS is behind in AI, that could be one, or they're pursuing a different hardware strategy than its competitors.” — Bill Gurley Bill Gurley and Thomas Laffont Thomas Laffont

bg2clips

180,260 次观看 • 1 年前