Alphabet cloud-recordorders, AMD Helios, TSMC-prijsverhoging & VS-China AI-top

from The State of Tech · host Linda Duursma & Erik Van Doorn

The State of Tech van donderdag 23 juli 2026: Alphabet boekt recordorders voor cloud boven de vijfhonderd miljard dollar, maar ziet de vrije kasstroom kelderen door massale AI-investeringen. Verder daagt AMD Nvidia uit met het nieuwe Helios AI-racksysteem, plannen de VS en China hun eerste formele AI-gesprekken onder Trump, verhoogt TSMC zijn chipprijzen met tien procent en zijn Signal en Lensless de tools om zelf uit te proberen.

Episode metadata supplied by the publisher feed · Published Jul 22, 2026

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Alphabet cloud-recordorders, AMD Helios, TSMC-prijsverhoging & VS-China AI-top

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