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Friday 27 February 2026
Meta AI chief maps two growth paths as US$100 billion bet accelerates recursive AI and real-world agents
Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure...
Thursday 26 February 2026
US rushing to reshore semiconductor production
The US is quietly rebuilding its domestic semiconductor industry by reducing dependence on Taiwan, which produces roughly 90% of the world's most advanced computer chips. Experts warn...
Thursday 26 February 2026
DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions
DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with...
Thursday 26 February 2026
Insight: Qualcomm ships rack-scale AI systems built on 2019 AI 100 chip; analyst sees structural barriers
Qualcomm has begun delivering rack-scale AI hardware and software systems for data centers, built around its AI 100 inference chip. The move signals a renewed push into a market where...
Wednesday 25 February 2026
AMD and Meta seal US$100 billion AI infrastructure deal for 6GW of Instinct GPUs
Advanced Micro Devices (AMD) and Meta have entered into a multi-year agreement to deploy up to 6 gigawatts of AMD Instinct GPUs to power Meta's next-generation AI data centers, marking...
Wednesday 25 February 2026
Next in line to challenge Nvidia: Taalas hardwires Llama into silicon, claims 17,000 tokens per second
Toronto-based AI chip startup Taalas says it can hardwire a large language model directly into silicon to accelerate inference beyond what conventional GPUs can deliver. Founded in...
Monday 23 February 2026
AMD puts India at center of its global AI strategy with Helios platform and expanded partnerships
AMD is placing India at the center of its global artificial intelligence (AI) strategy, rolling out a new rack-scale AI platform and deepening partnerships that span infrastructure,...
Monday 23 February 2026
Qualcomm recruits AMD veteran to drive Snapdragon X global PC sales strategy

To accelerate the expansion of its Snapdragon X series processors in the PC market, Qualcomm has recruited former AMD corporate vice president...

Monday 23 February 2026
Nvidia challenges Intel, AMD with AI laptop chips
Nvidia is returning to the consumer PC market with AI-focused laptop processors designed to power next-generation Windows systems. According to The Wall Street Journal, Nvidia's...
Monday 23 February 2026
AMD replicates Nvidia's playbook to backstop US$300 million Crusoe loan
Advanced Micro Devices (AMD) is making a bold pivot by guaranteeing a US$300 million loan for cloud startup Crusoe, signaling a shift from pure hardware competition to financial engineering...
Wednesday 18 February 2026
Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact
Nvidia and Meta have signed an expanded multiyear agreement under which Meta will deploy millions of Nvidia AI chips across its global data centers, securing long-term GPU, CPU and...
Tuesday 17 February 2026
AMD, TCS expand partnership to deploy 200MW AI infrastructure in India
Advanced Micro Devices (AMD) and Tata Consultancy Services (TCS) have expanded their strategic collaboration to develop rack-scale artificial intelligence infrastructure in India,...
Saturday 14 February 2026
AMD's growing server and PC share pressures Intel as China supply constraints tighten prices
AMD's EPYC server processors captured a record 41.3% revenue market share in the server segment in the fourth quarter of 2025, Mercury Research reported, driven by accelerated adoption...
Tuesday 10 February 2026
Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers
AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise a...
Sunday 8 February 2026
AMD's investment in photonics and modular architecture signals shift in AI infrastructure development
AMD is positioning itself to address the future needs of artificial intelligence (AI) computing through advances in chip design and system architecture, particularly by integrating...