AMD Bets $5 Billion on Anthropic AMD will invest up to $5 billion in Anthropic and supply the chips to train and run Claude, deepening a chipmaker and lab alliance.
Nvidia's Vera CPU Chases a Bigger Market Nvidia just shared benchmarks and details for Vera, its first CPU with a custom core, and the pitch isn't what you'd expect.
Microsoft Bets on AMD's Helios for Azure AI Microsoft is committing to AMD's rack-scale Helios accelerator in volume, a fresh crack in Nvidia's grip on AI data centers.
Japan Builds a National AI Factory Nvidia and Japan's new Noetra consortium are building a 140MW, 27,500-GPU AI factory to power state-backed robotics and industrial AI.
What's Buzzing This Week! (July 4-11, 2026) Robots that imagine, a rethink of AI memory, faster CPUs, a $65M raise, and the biggest foreign IPO in US history.
SK hynix's Record $26.5B US IPO The world's top maker of AI memory just pulled off the biggest foreign IPO in US history, and it's spending every dollar on more chips.
Nvidia Bets on Speed Over Core Count Nvidia says AI agents don't need more cores, they need faster ones, and its Vera chip is built for exactly that.
Intel's XBM Patent Rethinks AI Memory Intel wants to ditch HBM's costly silicon interposer with a chiplet-native memory stack, but it's still just a patent.
Startup Powers an Nvidia PC With Nuclear A startup ran a Blackwell desktop off a microreactor live on stage, hinting at how AI factories might sidestep strained grids and local water.