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AI & Machine Learning, News

Nvidia’s Earnings Test Investor Confidence in AI Chip Dominance

By Maria Konash Feb 24, 2026

Nvidia reports earnings amid robust AI chip demand, with $630B Big Tech spending supporting growth, though competition from in-house chips poses risks.

AI & Machine Learning, Cloud & Infrastructure, News

Intel and AMD Warn China Clients of CPU Shortages

By Olivia Grant Feb 6, 2026

Intel and AMD have warned Chinese customers of server CPU supply shortages, with extended delivery times and rising prices, amid surging AI infrastructure demand.

AI & Machine Learning, Cloud & Infrastructure, News

Samsung to Begin HBM4 Chip Production for Nvidia

By Olivia Grant Jan 26, 2026

Samsung plans HBM4 memory chip production for Nvidia next month, targeting AI accelerator demand while competing with SK Hynix in advanced memory supply.

AI & Machine Learning, Consumer Tech, Enterprise Tech, News

Shaping the Future: TIME Honors the ‘Architects of AI’ as 2025 Person of the Year

By Samantha Reed Dec 11, 2025

TIME Magazine selected the CEOs driving the global AI race as its 2025 Person of the Year, highlighting their impact on technology, policy, and geopolitics.

AI & Machine Learning, Cloud & Infrastructure, Enterprise Tech, News

Nvidia Unveils AI Server That Boosts Model Performance 10x”

By Olivia Grant Dec 4, 2025

Nvidia’s newest AI server accelerates mixture-of-experts models by 10x, leveraging 72 chips and high-speed interconnects, maintaining an edge over AMD and competitors.

AI & Machine Learning, Consumer Tech, Enterprise Tech, News, Startups & Investment

OpenAI’s Stake in Thrive Holdings Sparks Concerns Over Circular Funding Loops

By Samantha Reed Dec 1, 2025

OpenAI invests in Thrive Holdings, embedding teams into its portfolio companies to accelerate AI adoption. The move deepens OpenAI’s circular dealmaking strategy with partners that also invest in it.

AI & Machine Learning, Cloud & Infrastructure, Enterprise Tech, News, Startups & Investment

AMD CEO Lisa Su Defends Big Tech’s AI Spending Surge: “It’s the Right Gamble”

By Olivia Grant Nov 12, 2025

AMD CEO Lisa Su dismissed fears of an AI spending bubble, saying Big Tech’s aggressive investments in computing infrastructure are essential to accelerating innovation and long-term growth.

AI & Machine Learning, Cloud & Infrastructure, News

Oracle to Deploy 50,000 AMD AI Chips, Expanding Compute Power for OpenAI and Cloud Clients

By Laura Bennett Oct 14, 2025

Oracle Cloud Infrastructure will deploy 50,000 AMD Instinct MI450 GPUs beginning in 2026, underscoring the growing competition to Nvidia in the global race for AI computing capacity.

AI & Machine Learning, Cloud & Infrastructure, Enterprise Tech, News

OpenAI Partners with Broadcom to Develop 10-Gigawatt Custom AI Accelerators

By Samantha Reed Oct 13, 2025

OpenAI has announced a strategic partnership with Broadcom to design and deploy 10 gigawatts of custom AI accelerators, expanding its hardware ecosystem beyond Nvidia and AMD.

AI & Machine Learning, Cloud & Infrastructure, News, Startups & Investment

OpenAI Crosses $1 Trillion in Computing Deals, Cementing AI Infrastructure Lead

By Samantha Reed Oct 7, 2025

OpenAI’s computing agreements have now surpassed $1 trillion, spanning deals with AMD, Nvidia, Oracle, and more – a milestone that underscores the capital intensity driving AI infrastructure expansion.

AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs

By AIstify Team Oct 6, 2025

AMD and OpenAI have entered a multi-year, 6-gigawatt partnership to deploy AMD Instinct GPUs and build next-generation AI infrastructure, marking one of the largest compute collaborations in the industry’s history.

AI & Machine Learning, Cloud & Infrastructure, News

OpenAI Strikes Major Chip Deal with AMD to Bolster AI Infrastructure

By Maria Konash Oct 6, 2025

OpenAI has entered into a strategic agreement with AMD to supply high-performance AI chips, diversify its hardware sources, and build next-gen compute capacity.