Subject


AMD


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...

2025-08-14

[News] NVIDIA Reportedly Denies Rubin Delay as AMD MI450 Spurs Redesign Speculation

With its China-focused H20 still facing uncertainty despite U.S. approval, NVIDIA’s next-gen AI chip Rubin has drawn fresh attention amid delay rumors. But the company told Barron’s and Seeking Alpha the claims are false, adding Rubin remains on schedule. The reports, citing Fubon Research, w...

2025-08-11

[News] NVIDIA, AMD Make Historic Deal: Reportedly Pay 15% of China Sales for H20, MI308 Export Licenses

NVIDIA and AMD reportedly secured export licenses last Friday to sell their H20 and MI308 chips in China—but at a steep price. According to the Financial Times, the chipmakers have agreed to share 15% of their China revenues as a condition for the approvals. The report suggest that this marks t...

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