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AI Chips

Meta Strikes Multiyear AMD Deal for Up to 6 GW of AI Compute

The pact uses performance-based warrants that could grant Meta up to 10% of AMD at a penny per share.

Broadcom’s Custom AI Chip Boom Draws Big Bets and Caution Ahead of March 4 Earnings

Meta Seals Multiyear Nvidia Pact for Millions of AI Chips and Standalone Grace CPUs

Microsoft Rolls Out Maia 200, In‑House AI Accelerator Now Running in Azure Iowa

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Amazon Unveils Trainium3 as AWS Touts Multi-Billion Trainium Business

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Nvidia Defends Its Lead as Reported Meta–Google TPU Talks Hit the Stock

Nvidia Becomes First Public Company Valued at $5 Trillion

Polen Capital Rebalances Focus Growth Fund Toward AI Leaders After Q3 Lag

OpenAI Strikes Multi-Year AMD Deal for Up to 6 GW of AI GPUs, With Option for ~10% Stake

China Probes Nvidia H20 Chips as U.S. Licenses Delay Exports

Trump Administration to Clear Nvidia H20 Chip Exports to China, Faces Bipartisan Backlash