amd

ByteDance Builds Its Own AI Chips to Reduce Supplier Dependence

AI & Machine Learning, Cloud & Infrastructure, News

By Olivia Grant 4 hours ago

ByteDance is developing its own CPUs to reduce dependence on external suppliers as rising demand for AI infrastructure strains global chip supply chains. The company is exploring both Arm and RISC-V architectures to support future AI and data center workloads.

AMD Commits $10 Billion to Taiwan AI Chip Ecosystem

AI & Machine Learning, Cloud & Infrastructure, News

By Olivia Grant May 21, 2026

AMD will invest more than $10 billion across Taiwan’s semiconductor ecosystem to strengthen AI chip manufacturing and packaging technologies. The move supports deployment of the company’s next-generation Helios AI server platform in 2026.

NXP Stock Jumps 26% as AI and Auto Demand Drive Earnings

AI & Machine Learning, Cloud & Infrastructure, News

By Samantha Reed Apr 29, 2026

NXP Semiconductors shares jumped 26% after strong earnings driven by AI and automotive demand. The company highlighted rising data center infrastructure needs.

AI & Machine Learning, Cloud & Infrastructure, News

Intel Results Spark CPU Rally, Driving AMD Shares Up 12%

By Samantha Reed Apr 24, 2026

Strong CPU demand in Intel’s earnings report has lifted chip stocks, with AMD surging on expectations of broader AI-driven growth. Analysts say CPUs are becoming critical again.

AI & Machine Learning, Enterprise Tech, News

Cohere Plans Aleph Alpha Acquisition to Expand Europe Presence

By Samantha Reed Apr 24, 2026

Cohere plans to acquire Aleph Alpha and secure a $600 million investment to expand its footprint in Europe. The deal targets demand for sovereign AI in regulated industries.

AI & Machine Learning, News

AI Boom Sparks Big Tech Rally, With Oracle, AMD, Microsoft Leading

By Samantha Reed Apr 17, 2026

Big Tech stocks posted a sharp rally this week, driven by AI infrastructure demand and easing macro concerns. Oracle, AMD, and Microsoft led gains.

AI & Machine Learning, Cloud & Infrastructure, News

ASML and TSMC Forecast Strong AI Chip Demand as Spending Surge Continues

By Olivia Grant Apr 16, 2026

Strong forecasts from ASML and TSMC signal continued massive AI spending by tech giants, despite rising concerns over sustainability and supply constraints.

AI & Machine Learning, Cloud & Infrastructure, News

Intel Teams Up with Musk on Terafab to Scale AI Chip Production

By Olivia Grant Apr 7, 2026

Intel has joined Elon Musk’s Terafab project aimed at scaling AI chip production, though its exact role remains unclear. The effort targets massive compute output for AI and robotics.

AI & Machine Learning, Cloud & Infrastructure, News

Broadcom Expands Google, Anthropic AI Chip Partnerships

By Olivia Grant Apr 7, 2026

Broadcom is expanding its role in AI infrastructure through new chip and compute deals with Google and Anthropic. The move reflects accelerating demand for large-scale AI capacity.

AI & Machine Learning, News, Regulation & Policy

Zuckerberg, Huang, and Ellison Join Trump’s AI Advisory Council

By Maria Konash Mar 25, 2026

President Donald Trump has appointed top tech executives, including leaders from Meta, Nvidia, and Oracle, to a council shaping U.S. AI policy and strategy.

AI & Machine Learning, Cloud & Infrastructure, News

Meta Unveils New MTIA Chips for AI Data Centers

By Olivia Grant Mar 11, 2026

Meta introduced four new in-house MTIA chips designed for AI training and inference as the company accelerates data center expansion. The chips aim to improve performance and reduce reliance on external hardware suppliers.

AI & Machine Learning, Cloud & Infrastructure, News

Broadcom Forecasts $100 Billion AI Chip Sales by 2027

By Olivia Grant Mar 5, 2026

Broadcom expects artificial intelligence chip sales to surpass $100 billion by 2027 as demand surges from major technology companies building AI infrastructure.

AI & Machine Learning, Cloud & Infrastructure, News

Meta Strikes Potential $100B AMD Chip Deal to Power AI Expansion

By Maria Konash Feb 24, 2026

Meta plans to buy up to $100 billion in AMD GPUs and CPUs, issuing performance-based warrants as it ramps AI data centers and diversifies compute infrastructure.

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.