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Most recently updated firstOct14
Custom AI Silicon at the Hyperscalers: TPU, Trainium, Maia, MTIA and the OpenAI–Broadcom Chip
Google, AWS, Microsoft and Meta began designing AI accelerators to run their own workloads rather than rely solely on merchant GPUs; the programs have since expanded into large external and frontier-lab deployments. AWS has put nearly 500,000 Trainium2 chips into Anthropic’s Project Rainier, Google has made Ironwood generally available and is selling TPU capacity to Anthropic and Meta, while Meta, Microsoft and OpenAI are moving their next designs toward much larger deployments.
Oct14
Xbox Game Pass: The Price Rise, the Reversal and the Metered Cloud
Microsoft launched Xbox Game Pass in 2017 as a $9.99-a-month catalogue subscription, then made new Microsoft Studios games available on release day in 2018 and built the broader Ultimate tier around console, PC and other benefits. Microsoft reported more than 25 million members in January 2022 and 34 million in February 2024, although the latter figure included Game Pass Core subscribers and is not directly comparable with earlier disclosures.
