AMD MI300X Becomes Alternative to Nvidia Chips as Meta and Microsoft Announce Purchases

At AMD's investor event on Wednesday, Meta, OpenAI, and Microsoft announced that they would be using AMD's latest artificial intelligence chip, the Instinct MI300X. This marks the most significant indication of tech companies seeking alternatives to Nvidia's graphics processors. The MI300X features a new architecture and boasts 192GB of high-performance memory HBM3. AMD hopes that this chip will reduce the cost of developing AI models and exert competitive pressure on Nvidia's AI chip sales. Over the next four years, AMD forecasts that the AI GPU market could reach a size of $400 billion.

Anthropic Invests in Unknown Newcomer Volta with a $10 Billion Power Order: Buying the Timeline, Betting That the Counterparty Won't Collapse

Anthropic places a multi-billion-dollar computing order with startup Volta, breaking Amazon, Microsoft, and Google's dominance. Once cloud giants relied on land, power, and capital; now funding is ample, electricity is the true bottleneck. Power supply for new data centers from the big three is no faster than newcomers, so the deal goes to Volta.....

Samsung and Broadcom Team Up with Over $200 Billion Investment, Fully Betting on Next-Generation AI Chips

Samsung and Broadcom have reached a long-term deep cooperation, covering the entire supply chain of memory chips, foundry, and advanced packaging. It is expected that by 2030, the scale of cooperation will break through $200 billion, marking that AI chips have entered a stage of 'design plus manufacturing' deep integration. The core technology is Broadcom's ASIC custom design capabilities combined with Samsung's manufacturing. The two companies will jointly tackle challenges in sub-2nm process technology and HBM high-bandwidth memory fields.

Google's TPU Strategy Shifts: From Internal Tool to Commercial Use, Directly Challenging NVIDIA's Dominance in AI Chips

Google's self-developed TPU transforms into commercial use, collaborating with Broadcom to provide AI infrastructure for customers such as Anthropic, directly targeting NVIDIA's 86% market share. With cost and system advantages, the commercialization process is accelerating, reshaping the competitive landscape of AI chips.

AI Pioneer: Production Capacity in Crisis - Samsung Plans to Expand Advanced Semiconductor Packaging Plant in Gwangju, South Korea

Samsung Electronics is facing a production capacity crisis due to the surge in demand for AI chips and plans to build an advanced semiconductor packaging factory in Gwangju, South Korea, to expand its production capacity. Meanwhile, the company also announced a diversified investment strategy, including advancing the robotics industry in Gumi.

Artificial Intelligence Chip Manufacturer Cerebras Successfully Lists on the Stock Market, Valuation Surges to $60 Billion

Cerebras Systems successfully went public in 2026, raising $5.5 billion through its IPO, and its valuation surged to approximately $60 billion, making its founder a billionaire. The company was founded in 2016 and focuses on AI chip manufacturing, but it nearly went bankrupt in 2019, with monthly expenses of $8 million, almost exhausting its funds.