WS #10620
Google is losing two more high-profile AI researchers to Anthropic and delaying Gemini 3.5 Pro launch to July, signaling competitive weakness in AI. Qualcomm announces custom silicon will generate meaningful revenue in Q1 2027, with data center CPU in mid-2028, and Microsoft to deploy its HBC chip at Azure. Nvidia CEO Jensen Huang says national security comes first and black market data centers using smuggled chips are a 'dead end,' reinforcing US-China tech export controls.
Google AI Talent Drain and Gemini Delay
Google is losing two more high-profile AI researchers to Anthropic and delaying Gemini 3.5 Pro launch to July, signaling competitive weakness in AI.
Qualcomm announces custom silicon will generate meaningful revenue in Q1 2027, with data center CPU in mid-2028, and Microsoft to deploy its HBC chip at Azure.
Nvidia CEO Jensen Huang says national security comes first and black market data centers using smuggled chips are a 'dead end,' reinforcing US-China tech export controls.