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Riding on a string of major future collaborations with OpenAI and Oracle, which are expected to boost growth in the coming years, AMD reported a record $9.2 billion in Q3 revenue. Looking ahead, it forecasts a strong Q4, with revenue around $9.6 billion, plus or minus $300 million, above analysts’...
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While NVIDIA unveiled its latest silicon photonics breakthrough last week—teaming up with Meta and Oracle to enhance AI data center networks using Spectrum-X Ethernet switches—another AI chip titan is stepping up its game. According to the Liberty Times, AMD has picked Tainan and Kaohsiung fo...
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While NVIDIA flexed its muscle with giga-scale AI data center solutions and an expanding NVLink Fusion ecosystem, rival AMD took the stage at the 2025 OCP Global Summit with a slightly different approach. According to TechNews, CTO and EVP Mark Papermaster, speaking on “A Fully Open and Collaborat...
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In a rapid series of announcements over the past month, OpenAI has unveiled three landmark hardware partnerships that together amount to a staggering 26 gigawatts (GW) of AI compute capacity. The company has struck deals to: Co-develop 10 GW of custom AI accelerators with Broadcom Invest up ...
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According to TechNews, as AI-driven data centers continue to expand in both scale and energy consumption, the Open Compute Project (OCP) unveiled a series of key collaborations at its 2025 Global Summit. Notably, Broadcom—formerly a founding member of the UALink consortium—joined the initial gro...