
AMD Instinct MI350P - CDNA 4 PCIe Inference Card
AMD Instinct MI350P brings CDNA 4 to a standard PCIe slot: 144GB HBM3E, 4 TB/s bandwidth, 2.3 PFLOPS MXFP8, and 600W passive cooling for air-cooled servers.
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AMD Instinct MI350P brings CDNA 4 to a standard PCIe slot: 144GB HBM3E, 4 TB/s bandwidth, 2.3 PFLOPS MXFP8, and 600W passive cooling for air-cooled servers.

ByteDance is weighing up to $70 billion in AI capital expenditure for 2026, nearly tripling its 2025 spend, while locking in offshore compute and a Qualcomm chip deal to sidestep US export controls as Doubao hits 345 million users.

SoftBank will build 5 GW of AI data center capacity in France for up to €75 billion, a phased commitment that would create the largest AI compute cluster in Europe.

NextEra's $67B acquisition of Dominion creates the world's largest regulated utility to meet AI data center electricity demand.

Blackstone commits $5 billion to a new Google joint venture selling TPU compute-as-a-service, directly challenging CoreWeave with Wall Street capital and Google's chip stack.

NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.

SpaceX's IPO filing discloses that Anthropic will pay $1.25 billion per month for compute across both Colossus data centers through May 2029, totaling roughly $45 billion.

xAI operates 46 gas turbines at its Southaven data center power plant, five above its state permit, as the NAACP seeks an emergency court order over Clean Air Act violations.

Meta's MTIA 450 doubles HBM bandwidth to 18.4 TB/s and adds FlashAttention hardware acceleration for GenAI inference in 2027.

AMD Helios packs 72 Instinct MI455X GPUs and 31 TB HBM4 into a single rack delivering 2.9 FP4 ExaFLOPS for AI workloads.

Meta's second-gen ASIC delivers 6 PFLOPS FP8 and 288 GB HBM for GenAI and recommendation inference inside Meta's data centers.

Cisco reported record quarterly revenue of $15.8B and immediately announced 4,000 layoffs, raising its FY2026 AI infrastructure order target from $5B to $9B.