Google Designs a Gemini-Specific AI Chip Called Frozen v2
Google is designing Frozen v2, a chip that hardwires parts of its Gemini model into silicon and could serve six to ten times more tokens per watt, targeting deployment by 2028.
NVIDIA is a leading AI infrastructure company providing GPUs, accelerated computing platforms, networking, and software used to train and deploy frontier AI systems.
NVIDIA is one of the most important companies in the AI economy, supplying the GPUs, networking systems, software libraries, and full-stack computing platforms used to train and run modern artificial intelligence models. Founded in 1993, the company moved from graphics processing into accelerated computing and became a central infrastructure provider for data centers, cloud providers, AI labs, enterprises, autonomous systems, robotics, and scientific computing.
Its AI business spans GPUs, CUDA, DGX systems, networking, inference software, robotics platforms, and domain-specific tools for healthcare, automotive, simulation, and enterprise workloads. As demand for generative AI and agentic systems has expanded, NVIDIA has become a core supplier for the compute layer behind many leading AI products and services.
CUDA, cuDNN, TensorRT, NIM microservices, NVIDIA AI Enterprise, Omniverse, Isaac, Jetson, and accelerated computing SDKs.
Hardware sales, data center systems, cloud partnerships, enterprise software licensing, developer tools, and ecosystem services.
Google is designing Frozen v2, a chip that hardwires parts of its Gemini model into silicon and could serve six to ten times more tokens per watt, targeting deployment by 2028.
NVIDIA unveiled Cosmos 3 Edge and said Japan's robotics and manufacturing leaders, from FANUC to Sony, intend to join its Cosmos Coalition to build AI for the physical world.
SK Hynix raised $26.5 billion in its Nasdaq debut, the largest US listing ever by a foreign company, as investors rushed to buy into the AI memory chip boom.
SpaceXAI released Grok 4.5, a coding and agentic model trained jointly with Cursor that undercuts rivals on price and token use, though it trails Fable 5 on benchmarks.
Meta plans to begin manufacturing its in-house Iris AI chip in September as it aims to double computing capacity to 14 gigawatts next year and cut its reliance on Nvidia.
OpenAI released GPT-Live, full-duplex voice models that listen and speak at once and hand hard questions to GPT-5.5, replacing ChatGPT's Advanced Voice Mode globally.
Apple expanded its partnership with Broadcom in a multi-year deal worth more than $30 billion, its largest US manufacturing commitment, to produce over 15 billion American-made chips.
Nvidia's Kyber rack for its 2027 Rubin Ultra chips has slipped more than a year to 2028 over a hard-to-manufacture circuit board, SemiAnalysis says, with no proven fallback.
About $2.3 trillion was wiped from the Magnificent 7 in June as investors questioned Big Tech's huge AI spending, even as chip and memory stocks kept climbing.
A record European heatwave is highlighting a growing threat to the AI boom: extreme weather that stresses data centers and the power grids they depend on at once.