The AMD Instinct MI430X is AMD's CDNA 5 HPC accelerator with 432GB HBM4, full FP64 support, and 19.6 TB/s bandwidth - designed for sovereign AI and scientific supercomputing alongside the MI455X AI GPU.
The NVIDIA Groq 3 LPU is a pure-SRAM inference chip delivering 150 TB/s memory bandwidth and 1.2 PFLOPS FP8 per chip, designed to pair with Vera Rubin GPUs for trillion-parameter model serving.
The Positron Atlas is an 8-card FPGA inference server delivering 4.5x better performance per watt than the NVIDIA DGX H200 at 2000W in a single 1U chassis.
Meta expands its CoreWeave partnership by $21 billion through December 2032, bringing total commitments to $35 billion and locking in early NVIDIA Vera Rubin deployments.
Intel will use its 18A process node to manufacture chips for the Tesla-SpaceX-xAI joint venture targeting 1 terawatt of AI compute annually - and claims $2B in CHIPS Act subsidies in the process.
Microsoft pledges $10B to Japan for AI data centers, cybersecurity cooperation, and workforce training from 2026 to 2029, partnering with SoftBank and Sakura Internet.
Arm says its 136-core AGI CPU is purpose-built for agentic AI workloads. Intel's data center chief - Arm's former head of solutions engineering - says the claim overstates what's actually new.
The 15-person startup that launched an H100 GPU into space last November just became the fastest Y Combinator company ever to reach unicorn status.
Mistral AI secures $830M in debt financing from seven banks to build a 13,800-GPU Nvidia GB300 cluster near Paris, targeting 200MW of European compute by 2027.
NVIDIA's DSX Flex library and Emerald AI's Conductor platform let AI factories ramp GPU power up or down in seconds, unlocking faster grid connections and up to 100GW of new U.S. capacity.
Microsoft signs a deal with Crusoe for a new 900 MW AI factory campus in Abilene, Texas, adjacent to the Stargate site Oracle and OpenAI walked away from three weeks ago.
At its Arm Everywhere event in San Francisco, Arm unveiled the AGI CPU - a 136-core data center processor co-developed with Meta and the company's first owned silicon product in its 35-year history.
