SemiPulse — Semiconductor Intelligence

Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095 - AI: Reset to Zero

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michaelparekh.substack.com 2026-05-23 AI: Reset to Zero

AI: Reset to Zero Subscribe Sign in WEEKLY ROUNDUP Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095 ...weekly roundup ending 5/22/26 MICHAEL PAREKH MAY 23, 2026 Share 1. Nvidia Q1 2027 Reigns On — Sans China: Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even

Artificial Intelligence NVIDIA Semiconductor Industry AI Chips Earnings Report Investment Rating Tech Stocks AI Development

'The Nvidia Way' Author Tae Kim Says Nvidia Is Increasingly Undervalued As Google TPU, Amazon Trainium Threats Remain A 'Rounding Error' - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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Mega AI IPOs incoming, Google’s agentic blitz and Nvidia’s next big business - SiliconANGLE

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siliconangle.com 2026-05-22 SiliconANGLE

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'The Nvidia Way' Author Tae Kim Says Nvidia Is Increasingly Undervalued As Google TPU, Amazon Trainium Th - Benzinga

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www.benzinga.com 2026-05-21 Benzinga

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Nvidia Wants to Decouple Its Reputation From Meta, Amazon, Google, and Microsoft - Gizmodo

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news.google.com 2026-05-21 Gizmodo

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Google and Blackstone could lift ASIC demand with TPU leasing joint venture

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digitimes.com 2026-05-20

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google's Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.

Google and Blackstone Join Forces to Topple Nvidia’s AI Cloud Dominance - Barron's

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www.barrons.com 2026-05-20 Barron's

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NVIDIA and Google Cloud Empower the Next Wave of AI Builders - NVIDIA Blog

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blogs.nvidia.com 2026-05-20 NVIDIA Blog

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One Year of Innovation: Celebrating 100k Members in the Google Cloud x NVIDIA Developer Community - blog.google

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developers.googleblog.com 2026-05-20 blog.google

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Google’s SynthID AI watermarking tech is being adopted by OpenAI, Nvidia, and more - Ars Technica

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arstechnica.com 2026-05-20 Ars Technica

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Nvidia Earnings Loom as Google-Blackstone Unveil TPU Cloud - Gotrade

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www.heygotrade.com 2026-05-19 Gotrade

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Google and Blackstone reportedly plan AI cloud venture to expand TPU business

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digitimes.com 2026-05-19

Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure market, according to reports from Bloomberg, Reuters, and The Wall Street Journal.

Chipmakers rejoice as Googlebook entry heats up AI PC race

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digitimes.com 2026-05-19

Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing into a higher-end product tier in the AI PC era. Chipmakers, including Intel on the x86 side and Qualcomm and MediaTek on the Arm side, are also joining the race, further intensifying competition in the AI PC market

All eyes are on Google and Nvidia in a pivotal week for the AI trade - AOL.com

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www.aol.com 2026-05-18 AOL.com

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Once-dominant over chip suppliers, Apple sidelined by Nvidia, Google - Korea JoongAng Daily

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koreajoongangdaily.joins.com 2026-05-18 Korea JoongAng Daily

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Nvidia, Google, and Retail Earnings Drive Market Focus - Let's Data Science

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news.google.com 2026-05-17 Let's Data Science

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Anthropic's CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here's Why Nvidia, Amazon, and Google Are All in Play - 24/7 Wall St.

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247wallst.com 2026-05-15 24/7 Wall St.

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MediaTek courts Intel as Google pushes for alternatives to CoWoS - digitimes

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www.digitimes.com 2026-05-14 digitimes

MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.The article requires paid subscription.Subscribe Now

MediaTek Intel CoWoS EMIB Advanced Packaging Semiconductor Industry Chip Design Foundry Manufacturing

MediaTek courts Intel as Google pushes for alternatives to CoWoS

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digitimes.com 2026-05-14

MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.

Intel, Qualcomm confirm Googlebook AI laptop partnerships, opening ARM and x86 possibilities for new OS — Google VP says devices to also ship with MediaTek chips - Tom's Hardware

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www.tomshardware.com 2026-05-14 Tom's Hardware

Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article5Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterChipmakers are taking to social media to confirm their partnerships withGoogleon its newly announced Googlebook laptop lineup.Ina post shared on X, Intel said it is collaborating on the lineup. Meanwhile, over on Instagra

Googlebook AI Operating System ARM Architecture x86 Architecture Intel Partnership Qualcomm Collaboration MediaTek Chips Gemini Integration