Tag: AMD

AI AnalyticsSemiconductors

AMD Gains Oracle Partnership in AI Chip Market Expansion

Oracle will deploy 50,000 AMD Instinct MI450 GPUs across its data centers starting 2026. This partnership follows AMD’s recent multi-billion dollar OpenAI agreement, signaling growing competition in the AI chip sector against market leader Nvidia.

In a significant development for the AI chip wars, AMD has secured another major partnership, this time with enterprise cloud giant Oracle Corporation, marking continued momentum for the chipmaker against dominant player Nvidia. The companies announced Tuesday that AMD will deploy 50,000 of its most advanced artificial intelligence chips within Oracle’s cloud infrastructure beginning in the second half of 2026.

Oracle-AMD AI Infrastructure Partnership Details

by Natalie Brooks
BusinessBusiness Software

Intel Open Source Strategy Shift: Executive Voices Investment Concerns

An Intel executive has voiced dissatisfaction with the company’s current open-source investment approach, emphasizing the need for better returns on contributions. The comments suggest a strategic recalibration of Intel’s open-source priorities while maintaining overall commitment.

Intel’s open source investments are facing internal scrutiny as a senior executive has publicly expressed frustration with the current approach to contributions. Kevork Kechichian, Intel’s executive vice president and general manager of the Data Center Group, revealed concerns that the company’s extensive open-source footprint isn’t providing sufficient competitive advantage according to recent analysis.

Executive Concerns About Open Source Returns

by Natalie Brooks
AI AnalyticsSemiconductors

U.S. AI Chip Strategy Intensifies As China Embraces Open Source Models

The global AI race reaches new intensity as U.S. tech giants form trillion-dollar chip partnerships while China pivots to open source models. This strategic divergence reshapes the future of artificial intelligence development and deployment worldwide.

The global AI race has escalated dramatically as United States technology giants forge unprecedented partnerships to control the entire AI production stack, while China’s leading firms embrace open source artificial intelligence models and domestic chip optimization. This strategic divergence represents a fundamental shift in how nations approach AI supremacy, with the U.S. building vertically integrated supply chains and China prioritizing adaptability through collaborative development.

U.S. Chip Ecosystem Forms Trillion-Dollar Loop

by Darren Holt
BusinessStartups

Astera Labs Cofounders Become Billionaires Amid AI Infrastructure Boom

Two Astera Labs cofounders have become billionaires as the AI infrastructure company’s shares surge 250% over six months. CEO Jitendra Mohan and COO Sanjay Gajendra capitalized on the booming demand for semiconductor networking solutions in the artificial intelligence revolution.

The AI infrastructure boom has created its latest billionaires as Astera Labs cofounders Jitendra Mohan and Sanjay Gajendra see their fortunes soar following the company’s 250% stock surge over the past six months. The semiconductor networking firm’s explosive growth reflects the massive demand for connectivity solutions that enable complex artificial intelligence systems to function efficiently.

Astera Labs Billionaires Emerge From AI Infrastructure Surge

by Natalie Brooks