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AMD doubles down on AI, Google faces possible breakup and ‘causal AI’ is coming
- OpenAI predicts losses of $14 billion in 2026 on $100 billion in revenue as competition in AI accelerates; this week AMD launched a series of new processors, data processing units, and network interface cards to better equip its AI offering and take on leader Nvidia.
- Google faces a possible breakup and a loss of control over Play Store as competition concerns mount; upcoming Open Compute Project Summit will focus on industry news and innovations, including chip gear and manufacturing from TSMC and ASML earnings.
- The AI industry continues to attract investment, as demonstrated by funds raised by startups and companies such as Auger, CoreWeave, Numeric, and Relyance AI, among others; the scope of applications also continues to expand, from accounting software to healthcare-focused AI assistants, among others.
- After agentic AI, the next AI trend could be “causal AI” – an approach that seeks to identify patterns and correlations to better understand the relationships between cause and effect, enabling better decision-making
- AI pioneers John Hopfield and Geoffrey Hinton are awarded the Nobel Prize in physics and Google DeepMind scientists are awarded the prize in chemistry, making a strong case for AI's relevance and value to science.
- The use of AI raises questions about privacy and security, as evidenced by recent data breaches and cyberattacks affecting American Water Works, Fidelity Investments, Internet Archive, and others; a new Google-led Global Signal Exchange aims to centralize fraud detection across platforms.
- Change continues to affect the tech industry, with notable personnel changes and developments such as AWS executive Matt Wood's departure, Pilar Schenk's appointment as AWS' VP of global sales operations, and cloud provider Uniswap Labs' announcement of a new layer-2 blockchain for scaling decentralized finance.
- The Open Compute Project Summit and TSMC and ASML earnings reports are among the key events and announcements that will shape the industry going forward, while SiliconANGLE continues to offer deep and relevant content to its community through its various programs and initiatives.
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