Globales · Smartphones & Devices · Software and Applications14/01/2026

Google wins AI race in smartphones by putting Gemini in Galaxy and iPhone

In the past two weeks, deals have been announced that position Big Tech’s AI as a market leader. OpenAI and Meta are pursuing an alternative path: replacing phones with new AI-native devices.

Globales · Convergence · Smartphones & Devices · Software and Applications06/01/2026

CES 2026 celebrates AI omnipresence

The technology fair opened its doors on Monday afternoon. Jensen Huang of Nvidia unveiled AI chips five times faster than their predecessors. Celebrities will also be in attendance.

Globales · Hardware11/12/2025

Google’s TPUs successfully challenge Nvidia’s GPUs

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.

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.