Oracle Cloud Infrastructure (OCI) will be a launch partner for the first publicly available AI supercluster powered by AMD’s upcoming Instinct MI450 Series GPUs — with an initial order of 50,000 of the chips to be deployed starting in Q3 2026 and expanding in 2027. The resulting Oracle installations will feature Instinct MI450s configured with AMD-designed CPUs in AMD’s new Helios server rack systems, positioned to compete with Nvidia’s Vera Rubin NVL144 CPX racks when both platforms are mass-released next year. Oracle is challenged to rapidly scale its data center capacity due to massive compute commitments made this year to OpenAI. Continue reading Oracle Cloud Orders 50,000 New AMD Instinct MI450 AI GPUs

Qualcomm has released two new chips within the Snapdragon X Series portfolio. The Snapdragon X2 Elite Extreme and Snapdragon X2 Elite are “the fastest and most efficient processors for Windows PCs,” according to the company. The 3nm chips boast up to 43 percent less power consumption than the prior generation. They were unveiled at the Snapdragon Summit in Maui, where Qualcomm CEO Cristiano Amon talked about the 6G future, which he described as a “dynamic, adaptive network of intelligence” that will be contextually sensitive, feeding across an ecosystem of personal devices from phones and laptops to smart glasses and connected cars. Continue reading Qualcomm Debuts Chips, Explores 6G at Snapdragon Summit

Nvidia is investing up to $100 billion in a partnership with OpenAI that will result in what Nvidia CEO Jensen Huang predicts will be “the biggest AI infrastructure deployment in history.” The project will use about 10 gigawatts worth of Nvidia systems — including the upcoming Vera Rubin platform — power equivalent to 4 million to 5 million GPUs. “This partnership is about building an AI infrastructure that enables AI to go from the labs into the world,” Huang said on CNBC’s “Halftime Report,” explaining the $100 billion will be invested in stages as each gigawatt is deployed. The investment will be all-cash with Nvidia receiving an undisclosed amount of OpenAI equity. Continue reading Nvidia Investing $100 Billion in OpenAI Data Center Build-Out

Sci-fi short “Europa,” written and directed by Jacqueline Elyse Rosenthal, is the Entertainment Technology Center’s latest project to test the expanding possibilities of virtual production and remote collaboration. To call “Europa” a cloud-first production is to rethink filmmaking from the ground up. This wasn’t just a distributed team working online — it was an ecosystem where every workflow, from previs to final VFX, operated entirely in the cloud. It wasn’t a workaround; it was the foundation. And powering that foundation — every tool, every task, every decision — was AWS. Continue reading ‘Europa’: ETC Teams Up with AWS on Cloud-First Production

Nvidia is investing $5 billion in Intel via a common stock purchase at $23.28 per share, which translates to about a 4 percent stake. The companies plan to collaborate across multiple projects, developing custom data center and PC products to accelerate applications and workloads across the hyperscale, enterprise and consumer markets. Nvidia’s NVLink will be used to connect the architectures, integrating Nvidia’s GPUs with Intel’s CPU technologies. For data centers, Intel will customize x86 CPUs that Nvidia can integrate into its AI platforms. Intel also plans to build x86 SOCs that integrate Nvidia RTX GPU chiplets for PCs. Continue reading Nvidia Invests $5 Billion in Intel with Plans for AI Infrastructure

AI infrastructure company Nebius Group NV has entered into a $17.4 billion deal to provide dedicated compute power to Microsoft from a new data center in Vineland, New Jersey. The five-year agreement could be worth up to $19.4 billion with additional capacity and services. The news sent Nebius shares surging by 49 percent on the Nasdaq composite, underscoring how the rapidly growing demand for AI support can influence the fate of companies. The deal added $1 billion to the value of Nebius founder Arkady Volozh’s stake. The Russian expatriate founded that country’s equivalent of Google. Continue reading Microsoft Contracts with Nebius for $17.4 Billion in AI Capacity

Nvidia has designed a new class of GPU for massive-context inference, the Rubin CPX, due in late 2026. Purpose-built to speed the million-token applications used to generate video and create software, the Rubin CPX functions as a specialty accelerator, working in concert with Nvidia Vera CPUs and Rubin GPUs packaged inside the upcoming Vera Rubin NVL144 CPX rack platform. “The Vera Rubin platform will mark another leap in the frontier of AI computing,” revolutionizing massive-context AI just as RTX did graphics and physical AI, said Nvidia CEO Jensen Huang. Continue reading Nvidia Says Rubin CPX Inference Accelerator Coming in 2026

OpenAI is said to be in talks with Broadcom about developing custom AI inference chips to run its models. On an earnings call last week, Broadcom disclosed that an AI developer had placed a $10 billion order for AI server racks using its chips. That new customer was reported to be OpenAI, which has relied primarily on hotly sought-after Nvidia GPUs for model training and deployment. Broadcom specializes in XPUs — accelerator chips designed for specific uses, like inference for ChatGPT. OpenAI CEO Sam Altman has publicly complained that a shortage of chips has impeded the company’s ability to get new models and products to market. Continue reading OpenAI Reportedly Turning to Broadcom for Custom AI Chips

Microsoft is rolling out its first internally developed AI models. Branded Microsoft AI (MAI), the two initial releases are MAI-Voice-1, a “highly expressive and natural speech generation model,” and MAI-1-preview, a mixture-of-experts LLM designed for consumer facing applications. The move demonstrates Microsoft’s intent to move beyond exclusive reliance on OpenAI models to power its Copilot assistant and other applications. By striking out on its own, Microsoft is paving a smoother road for OpenAI’s transition to a for-profit entity, which the company is scheduled to initiate by the end of the year. Continue reading Microsoft AI Introduces Proprietary Foundation, Voice Models

Santa Clara, California-based Nvidia reported its sales were $46.7 billion for the most recent quarter, marking 56 percent growth over the same period last year and up 6 percent sequentially. Profit rose more than 59 percent to $26.42 billion. The results, which surpassed estimates, reassured global analysts and investors that AI infrastructure spending remains strong, easing — though not erasing — anxieties about an AI bubble. This summer, the chipmaker became the first company to exceed a market cap of $4 trillion, and it is considered a global barometer for the overall health of the artificial intelligence sector. Continue reading Nvidia Announces Continued Growth, $26 Billion in Q2 Profit

Japan’s SoftBank has committed to investing $2 billion in U.S. chipmaker Intel as the company struggles to gain traction in the exploding artificial intelligence space and catch up in the mobile market. SoftBank has agreed to purchase roughly 87 million Intel shares at $23 per share to become the company’s fifth or sixth-largest shareholder. The move comes as the Trump administration deliberates converting the U.S. government’s CHIPS Act grants into a 10 percent equity stake in the company as part of its effort to revive American semiconductor manufacturing. Such a deal would make the government Intel’s largest stakeholder. Continue reading SoftBank Invests $2 Billion in Intel as Government Mulls Stake

Nvidia has unveiled the Blackwell Server Edition GPU designed for enterprise servers. The reveal was made at the ACM SIGGRAPH 2025 computer graphics conference, which started Sunday and runs through Thursday in Vancouver. The company also introduced a host of resources for robotics developers that include a new AI family called the Cosmos World Foundation Models, or Cosmos WFMs, which generate “physics-aware” videos. Notable among them is Cosmos Reason, an open and customizable 7-billion-parameter reasoning vision language model (VLM) for physical AI and robotics. Continue reading SIGGRAPH: Nvidia Touts Server Chip, Cosmos World Models

Artificial intelligence startup Odyssey, which turns two this year, has unveiled an interactive streaming AI video model. Available on the web in research preview, the model generates video streams every 40 milliseconds that viewers can navigate through — much like interacting with a 3D-rendered video game using either a keyboard, game controller or smartphone. Odyssey describes the current experience as similar to “exploring a glitchy dream” and says that while “utility is limited for now” its breakthrough is based on the fact that “improvements won’t be driven by hand-built game engines, but rather by models and data.” Continue reading Odyssey’s AI World Modeling Engine Streams Interactive 3D

Nvidia is rolling out DGX Cloud Lepton, a platform that connects AI developers with GPU access available through various cloud providers. Nvidia calls it “a compute marketplace” that offers tens of thousands of GPUs through a global network that features Nvidia Cloud Partners (NCPs). Among them: CoreWeave, Crusoe, Firmus, Foxconn, GMI Cloud, Lambda, Nebius, Nscale, Softbank Corp. and Yotta Data Services — offering Nvidia Blackwell and other architecture GPUs. Developers can tap into GPU compute capacity in specific regions for both on-demand and long-term computing, Nvidia says, adding that it expects leading cloud computing providers to eventually sign on. Continue reading DGX Cloud Lepton: Nvidia’s New GPU Compute Marketplace

Nvidia is joining forces with Foxconn to build Taiwan’s first supercomputer. Foxconn, the world’s largest contract manufacturer of electronics, will implement the system through its subsidiary Big Innovation Company, which specializes in advanced tech solutions for enterprise. The supercomputer will leverage 10,000 Nvidia Blackwell GPUs, providing “orders-of-magnitude faster performance, compared with previous-generation systems,” said Nvidia CEO Jensen Huang in his Computex keynote. Huang also announced a new initiative that will let companies build semi-custom chips and talked-up desktop supercomputers in the works with Acer and Asus. Continue reading Nvidia, Foxconn Plan to Build an AI Supercomputer in Taiwan