Big Tech chips power the Gemini 3 model, which outperformed ChatGPT 5.1—the latest version of the popular OpenAI model, which runs on Nvidia processors—in tests. It has now been announced that Anthropic will acquire one million TPUs, paying around US$25 billion for them. Meta is reportedly considering following the same path.

The recent sale of Google’s TPUs (Tensor Processing Units) to Anthropic for over US$ 25 billion has raised concerns among Nvidia investors, amid the prospect that Big Tech could increase its commercial efforts and displace Nvidia products in various markets.

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Globales · Data Center18/12/2025

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

Globales · Internet & OTT15/12/2025

Webscale market imbalance: revenues rise 14% while capex jumps 63%

These are figures from analyst firm MTN Consulting for the third quarter of 2025 compared with the same period in 2024. The study notes that there are “very few proven business models” and that advertising remains a very important source of revenue for large companies, but warns that it will be subject to consumer conditions in 2026.

Globales · Economy04/12/2025

WEF says that if the ICT sector reduces its environmental impact, it can add US$ 800 billion in value

A new study to be discussed at the 2026 Davos Forum highlights the economic benefits of reducing the use of natural resources through strategies such as circular economy practices, recycling, and the use of renewable energy.

América Latina · Smartphones & Devices02/12/2025

Trasna’s new factory in Brazil could be operational by early 2026

This was confirmed to Convergencialatina by Gabriel Poggio, the company’s director for Latin America and Iberia, which specializes in IoT, SIM/eSIM and connectivity solutions.

América Latina · Hardware · Economy25/11/2025

IDB: Brazil, Mexico and Costa Rica lead the way to leverage new rules in the global chip value chain

The report highlights that the integration of the region’s countries depends on maintaining good relations with the United States and offering a favorable environment for investors. There are opportunities in the design, packaging and testing segments, as well as in supplying raw materials.

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Google’s TPUs successfully challenge Nvidia’s GPUs

MORE ANALYSIS

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

Webscale market imbalance: revenues rise 14% while capex jumps 63%

WEF says that if the ICT sector reduces its environmental impact, it can add US$ 800 billion in value

A new study to be discussed at the 2026 Davos Forum highlights the economic benefits of reducing the use of natural resources through strategies such as circular economy practices, recycling, and the use of renewable energy.

Trasna’s new factory in Brazil could be operational by early 2026

This was confirmed to Convergencialatina by Gabriel Poggio, the company’s director for Latin America and Iberia, which specializes in IoT, SIM/eSIM and connectivity solutions.

IDB: Brazil, Mexico and Costa Rica lead the way to leverage new rules in the global chip value chain

The report highlights that the integration of the region’s countries depends on maintaining good relations with the United States and offering a favorable environment for investors. There are opportunities in the design, packaging and testing segments, as well as in supplying raw materials.

A DIARIO LATINO 29-12-2025

Personal Pay surpasses 4.2 million users in Argentina

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Rappi ranks the most valuable Latin American startup in 2025

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