
Apple’s Ternus era begins as Nvidia bets on the whole AI stack
It’s officially the Ternus era at Apple. Tim Cook stepped down as CEO this week, handing the company to former hardware chief John Ternus, whose first memo promised a “huge launch next week” — timing that puts Apple’s next iPhone event on his desk before he’s even settled in. Cook isn’t going far, though: he’s staying on as Executive Chairman, focused on the kind of policy […]
A major technology company has undergone a leadership transition, with a former hardware chief taking over as CEO while the previous leader remains in an executive role focused on policy matters. The new CEO has signaled an immediate major product launch is coming. A chipmaker is making acquisitions and investments that suggest it is attempting to control multiple layers of the artificial intelligence industry rather than just manufacturing chips. The technology sector is experiencing significant competitive developments across multiple areas including robotaxis, consumer hardware investments, and major company acquisitions.
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Google Unveils TPU 8i Max and TPU 8tx: A Dual-Chip TPU and a Confidential TPU
Google has added two new systems to its eighth-generation TPU lineup. TPU 8i Max targets massive context windows and rack density. TPU 8tx targets secure, confidential inference. Google TPU 8i Max is a dual-chip package built from 2 TPU 8i chips. Both arrive alongside TPU 8t and TPU 8i, announced in April. TL;DR Size: TPU 8i Max = 2 TPU 8i chips in 1 package. TPU 8tx = TPU 8t silicon plus 5th Gen AMD EPYC hosts. Runs on: Google Cloud TPU systems. Performance: 8i Max doubles TPU 8
Also reported by Data Center Knowledge

Why the data center you dread might never even be built
The data center boom is running into serious real-world obstacles, from widespread local opposition and permitting delays to a scramble for electricity. Before those challenges even come into play, though, there’s a more basic problem: A lot of the projects being announced may never get built in the first place. With billions of dollars in AI infrastructure […]

How backlash and red tape continue to slow data centers post-Blue Wave
The data center boom is running into serious real-world obstacles, from widespread local opposition and permitting delays to a scramble for electricity. Before those challenges even come into play, though, there’s a more basic problem: A lot of the projects being announced may never get built in the first place. With billions of dollars in AI infrastructure […]

AMD Launches Epyc SP7, Helion as AI Rack Demand Rises
AMD has begun shipping sixth-gen Epyc servers and is rolling out Helion AI racks, signaling a bigger push into enterprise and agentic AI infrastructure.

Google broadens its AI hardware portfolio with two new specialized chips
Google's new tensor processing units (TPUs) broaden its chip portfolio to more use cases: confidential model training and more memory capacity.

Anthropic joins AI’s natural gas frenzy, buys $3.4B worth of turbines
Anthropic bought billions of dollars worth of natural gas turbines in a deal that could give it buyer's remorse.