Google has surged ahead in the enterprise AI race after perceived stumbles. VentureBeat details the Gemini models, TPU advantage & agent ecosystem driving its turnaround.

TSMC, ASML earnings; 2nm processor; HBM4; touch controllers for foldable OLED displays; $500B AI supercomputer buildout; NVIDIA, AMD export licenses; Cadence's acquisition; DRAM, NAND flash; rare ...

This capability has been around for a while, but OpenAI's o3 model could popularize it in a major way. Social media is ...