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AMD to Supply Up to 2 GW of MI450 GPUs and Invest Up to $5 Billion in Anthropic

The agreement couples gigawatt-scale Helios hardware with a Claude-driven engineering pact intended to speed deployments, secure long-term capacity.

Japan Awards Noetra Big-Machine AI Factory Built With Nvidia Vera Rubin Hardware

Taiwan Raids Supermicro Offices as Probe of Alleged Nvidia Chip Smuggling Expands

Nvidia Says U.S. National Security Comes First and Warns Smuggled Chips Won’t Work Without Support

Applied Materials Expands AI-Focused 3D Chip Toolset and Raises Outlook

Amazon Explores Selling Trainium AI Chips to Third-Party Data Centers

Nvidia’s Data‑Center Boom Fuels Massive Buyback as Supply Tightness and New Chips Loom

Anthropic Signs 12+ Preliminary U.S. Data‑Center Leases Totaling Over 1 GW

Micron Tops $1 Trillion as Analysts Raise Targets and Flag Risks

Sunny Optical Wins Major Share of Apple’s Planned Variable‑Aperture Lens Orders

Nvidia to Supply About 1 Million GPUs to AWS Through 2027

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Meta Strikes Multiyear AMD Deal for Up to 6 GW of AI Compute

Meta Strikes Multi-Year 6 GW AI Compute Deal With AMD

Meta Strikes Up to $60 Billion AMD AI Chip Deal, Locking In 2026 Deliveries

AMD Strikes Multiyear Deal to Supply Meta Up to 6 GW of AI GPUs

Nvidia, SK Leaders Meet in Silicon Valley to Discuss HBM4 Supply and AI Cooperation

Positron Raises $230 Million to Challenge Nvidia in AI Inference

Alibaba Steps Up In‑House Tech With New AI Chip and Reported Robovan Merger

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules