News
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 ...
News
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...
Insights
Recently, NVIDIA invested $5 billion in Intel and announced plans to collaborate on developing x86-based RTX SoCs. According to Zhu Xi's column in TechNews, this raises questions about NVIDIA’s potential launch of its first desktop-level Arm-based CPU, the N1X. Given the competitive dynamics ...
News
In a major shake-up in the AI chip market, AMD has signed a multi-year deal with OpenAI to supply next-generation AI accelerators, potentially generating tens of billions in annual revenue and giving OpenAI the option to acquire up to 10% of Team Red. The impact goes beyond the two companies: accord...
News
Just weeks after sealing a massive partnership with NVIDIA — which plans to invest up to $100 billion in the ChatGPT creator — OpenAI is now joining forces with Team Green’s biggest rival. According to Reuters and Tom’s Hardware, AMD has signed a multi-year deal to supply AI chips to OpenAI,...