Timeline
Booked Intel to package 3 million TPUs
Google booked Intel to package 3 million TPUs by 2028
Added background execution and MCP support to Gemini API Managed Agents
Google selected Intel EMIB-T for 9th-gen TPU packaging, breaking TSMC monopoly
Launched Gemini 2.0 with any-to-any multimodal models
Google ships full any-to-any multimodal models via Gemini 2.0, gaining structural advantage.
xAI pivots Colossus cluster to rental compute, targeting 30%+ margins as a neo-hyperscaler
xAI drops JAX for GPU training, builds custom C training framework using Grok Build
Integrated SuperGrok subscriptions into Hermes Agent with single OAuth login
Colossus 2 unified Blackwell-only cluster under preparation for training and IPO support
Ecosystem
xAI
Evidence (12 articles)
Google to Pay SpaceX $920M/Month for xAI Compute Capacity
Jun 5, 2026Amazon Issues Canadian Bond to Fund $200B AI Data Center Buildout
Jun 13, 2026Multi-User LLM Agents Struggle: Gemini 3 Pro Scores 85.6% on Muses-Bench
Apr 14, 2026ClawRouter: Open-Source Tool Routes AI Requests to Cheapest Model in Under 1ms
Mar 21, 2026Google Inks Pentagon AI Deal, Reverses 2018 Stance
Apr 28, 2026Ethan Mollick: Recursive AI Self-Improvement Likely Limited to Google, OpenAI, Anthropic
Mar 15, 2026Google, Microsoft, xAI Agree to US Gov Pre-Release AI Testing
May 6, 2026The AI benchmark gap has collapsed: top 10 labs now separated by just 44 Elo points
Jun 19, 2026+ 4 more articles