Subject


AMD


2025-10-09

[Insights] NVIDIA Teams Up with Intel on x86 RTX SoCs — What Does This Mean for Its Arm-Based N1X?

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 ...

2025-10-08

[News] Samsung Reportedly to Supply HBM4 for AMD MI450 in OpenAI Deal, Taking On NVIDIA–SK hynix

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...

2025-10-07

[News] OpenAI’s Multi-Billion AMD Deal Unpacked: Big Gains for Both, Along with TSMC and Taiwan’s ODMs

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,...

2025-10-02

[News] Intel Rumored to Explore Foundry Deal with Archrival AMD Amid Big Tech Backing

After securing fresh backing from U.S. government and tech giants like NVIDIA and SoftBank, Intel is now eager to stabilize its foundry business by locking in external customers. According to Semafor, the company is in preliminary talks with AMD—once its fiercest rival in the PC and server chip wa...

2025-09-09

[News] AMD May Return to GPU Arena with the Launch of 2.5D/3.5D Chiplet-Based GPU

AMD may be gearing up for a comeback in the high-performance GPU arena. As per Tom’s Hardware, AMD SoC chief architect Laks Pappu recently revealed on LinkedIn that the company is developing next-generation GPUs with advanced 2.5D and 3.5D chiplet packaging. AMD’s current Radeon RX 9000 serie...

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