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Amazon partnered with Qualcomm in a multi-year deal to potentially purchase up to $60 billion in AI data-center chips and optical connectivity. Amazon received $4 billion in warrants, allowing AWS to…
AMD shares rose after unveiling the Threadripper Halo Station, an on-premise workstation designed to run massive AI models with up to one trillion parameters. Equipped with MI350P accelerators and HB…
AMD is accelerating AI adoption via MI355X deployments with partner Humain and revealing Ryzen AI Halo. Independent benchmarks show MI355X achieves approximately 80% of Nvidia B200 inference throughp…
Broadcom announced production shipments of its next-generation TPUs for Google and custom Jalapeño chips for OpenAI. CEO Hock Tan claimed the silicon rivals and outperforms Nvidia's upcoming Vera Rub…
AMD teamed up with Cisco and HUMAIN to launch an AI infrastructure platform in Saudi Arabia. Featuring Instinct MI355X GPUs and EPYC CPUs, the multi-year deal targets 1 gigawatt of capacity by 2030, …
Cerebras Systems shares plunged 16% after-hours on a revenue miss and margin decline, despite raising annual guidance. The AI chip firm competes with Nvidia, citing on-chip memory as an edge amid soa…
AMD outlined aggressive AI and data center growth at its Tech Leadership Forum, projecting 80%+ server growth in 2026 and 100%+ data center growth in 2027, backed by Helios ramp and major customer co…
AMD secured 15-year data-center leasing agreements with Core Scientific for 529MW (potentially 2.5GW) of AI infrastructure capacity starting 2027, strengthening its ecosystem versus Nvidia. Deal incl…
Broadcom delivered blowout Q2 results with 143% AI semiconductor growth and guided Q3 AI revenue to $16B. Management projects $100B+ AI revenue by FY2027 with visibility into 2028, reinforcing its ne…
AMD acquired Toronto startup Taalas, which builds ultra-efficient, model-specific AI inference chips using 90% less power than Nvidia GPUs. The deal is a long-term strategic bet on inference economic…
AMD acquires AI chip startup Taalas to boost inference capabilities, intensifying competition with Nvidia. Deal follows string of AI acquisitions, aiming for cost/power efficiency advantages in the g…
Qualcomm inked a decade-long chip deal with BMW for cockpit and ADAS systems, boosting its automotive pipeline. Investors remain split as handset revenue keeps declining despite automotive and data c…
Anthropic confirms it is building in-house custom AI chip team to reduce reliance on external suppliers amid chip shortages, while maintaining multi-vendor hardware strategy including AWS, Google, Nv…
Emerald Wealth Partners' Q2 2026 letter praised Broadcom's dominance in custom AI silicon, citing the OpenAI inference chip deal, Ethernet switching leadership, and VMware virtualization as durable A…
Amazon's Q2 results beat expectations with 20% revenue growth and EPS of $5.75. CEO Jassy revealed AI chip business (Trainium) hit $25B run rate, growing triple-digit YoY, posing long-term competitiv…
Arm Holdings beat Q1 estimates with 22% revenue growth and record data center royalties, but stock fell on stretched 200x forward earnings valuation and softened smartphone royalty outlook. New AGI C…
AMD CEO Lisa Su declared AI has hit an 'inflection point' with inference surpassing training compute in 2026. AMD raised its CPU TAM to $220B by 2030, secured major deals with OpenAI, Meta, and Anthr…
AMD announced a multi-billion-dollar partnership with Anthropic to deploy 2 gigawatts of MI450 AI accelerators, potentially generating $27.2 billion in revenue. Strong Q1 earnings and bullish analyst…
Wall Street projects AMD could hit $100B revenue by 2028, two years ahead of Lisa Su's 2030 goal, driven by MI450 accelerator and Helios rack system positioning AMD as AI's credible second-source GPU…
AMD unveiled next-gen AI chips (MI450, EPYC Venice) with major deals from Microsoft Azure and Anthropic, including a $5B investment. This strengthens AMD's position as a viable Nvidia alternative in …