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Alphabet
Chips & Compute

Google's TPU v6 gives DeepMind a 3× edge on protein-folding benchmarks — and a direct shot at Nvidia's dominance

The new Trillium chip architecture, now running across 12 Google data centers, is powering AlphaFold 3 workloads at a scale previously impossible without Nvidia silicon. For the first time, Alphabet has a credible internal answer to its $10B annual spend on NVDA hardware.

"If Google can commercialise TPU access through Vertex AI, every dollar routed away from Nvidia chips is a dollar Google recaptures on margin."
— SEVENAI analysis, May 2026
2 hours ago  ·  8 min read  ·  Chips & Hardware
Microsoft
Copilot Studio 3.0 lets enterprises build autonomous agent networks — threatening the consulting industry
Azure's latest release turns multi-step AI workflows into drag-and-drop infrastructure.
1 hour ago  ·  Enterprise AI
Nvidia
Blackwell Ultra's NVLink-C2C bandwidth rewrites the AI server market — and Nvidia's margin story
The new interconnect makes 100,000-GPU clusters economically viable.
4 hours ago  ·  Chips
Meta
Llama 5 drops under Apache 2.0 — benchmarks challenge GPT-4o and Meta's bet looks prescient
The model is in production at 200+ enterprises. Every download chips away at OpenAI's moat.
Yesterday  ·  Foundation Models






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