Intel Teams Up with Musk on Terafab to Scale AI Chip Production
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.
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.
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.
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.
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.
Broadcom expects artificial intelligence chip sales to surpass $100 billion by 2027 as demand surges from major technology companies building AI infrastructure.
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.
Nvidia reports earnings amid robust AI chip demand, with $630B Big Tech spending supporting growth, though competition from in-house chips poses risks.
Intel and AMD have warned Chinese customers of server CPU supply shortages, with extended delivery times and rising prices, amid surging AI infrastructure demand.
Samsung plans HBM4 memory chip production for Nvidia next month, targeting AI accelerator demand while competing with SK Hynix in advanced memory supply.
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.
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.
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.
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.
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.
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.