AMD Offers Equity to Meta in Major AI Chip Deal
AMD has secured a multibillion-dollar deal with Meta, offering the social media giant an equity stake of up to 10% in exchange for a major AI chip purchase.
#AMD#Meta#AI Chips
#AMD
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OpenAI Seeks Alternatives to Nvidia Chips
OpenAI is reportedly seeking alternatives to Nvidia's AI chips, citing dissatisfaction with inference performance. The company has already secured deals with AMD and Broadcom to develop custom AI acce
#OpenAI#Nvidia#AI Chips
US Imposes 25% Tariff on High-Performance AI Chips
The Trump administration has issued an order for a new 25% tariff on specific high-end AI chips, including those from Nvidia and AMD, to boost U.S. manufacturing.
#Tariffs#AI Chips#Nvidia
Intel Unveils Strategy to Reclaim Chip Dominance
Intel is launching a major strategic pivot, leveraging its new Core Ultra Series 3 chip to expand beyond PCs and into the growing AI and robotics markets.
#Intel#Artificial Intelligence#Semiconductors
AMD Faces High Stakes in Upcoming Earnings Report
AMD heads into its Q3 earnings report with high investor expectations, as the market seeks proof that its AI business can sustain the stock's recent surge.
#AMD#Artificial Intelligence#Semiconductors
US and AMD Form $1 Billion Supercomputer Partnership
The U.S. Department of Energy and AMD have announced a $1 billion partnership to build two new AI supercomputers aimed at advancing research in fusion energy, cancer, and national security.
#Supercomputers#AMD#Artificial Intelligence
Qualcomm Enters AI Chip Market to Challenge Nvidia and AMD
Qualcomm has announced its entry into the AI accelerator market with new chips, the A1200 and AI250, directly challenging industry leaders Nvidia and AMD.
#Qualcomm#AI Chips#Nvidia
OpenAI Forges Major Deals Without Outside Advisers
OpenAI has forged multi-trillion-dollar deals for chips and infrastructure, largely bypassing external advisers. CEO Sam Altman and a small internal team, including President Greg Brockman and CFO Sar
#OpenAI#Sam Altman#Artificial Intelligence
OpenAI Deals Boost AMD and Broadcom in AI Chip Market
OpenAI's new chip agreements with AMD and Broadcom are boosting their stock prices and signaling a more competitive AI hardware market beyond Nvidia's dominance.
#OpenAI#AMD#Broadcom
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Oracle to Deploy 50,000 New AMD AI Chips Starting in 2026
Oracle Corp. will purchase 50,000 of AMD's upcoming MI450 AI chips for its data centers, with deployment scheduled to begin in the third quarter of 2026.
#AMD#Oracle#Artificial Intelligence
Coatue Management Bets on Arm, Sells AMD Stake
Hedge fund Coatue Management has sold a large portion of its AMD shares while initiating a major new position in chip designer Arm Holdings, projecting massive growth by 2030.
#Coatue Management#Arm Holdings#AMD
AI Fuels Market Gains, Tesla Debuts Cheaper EVs
The stock market saw mixed results this week, with AI developments boosting the S&P 500 and Nasdaq to new highs. OpenAI partnered with AMD for chips, Nvidia expressed strong AI demand, and TSMC report
#Stock Market#AI Technology#Semiconductors