Semiconductor Company
Appears in 7 stories · Last updated Oct 30, 2026
Supplier of 6th-gen EPYC 'Venice' processors powering the Gen13 lineup
HPE announced its first four ProLiant Gen13 servers, all built on AMD's sixth-generation EPYC 'Venice' processors. Each chip has up to 256 cores. The systems add PCIe Gen6 and a new management chip, iLO 8, which encrypts drives automatically from first boot. Two-person approval for high-impact actions is optional and must be switched on.
Updated Oct 30
Meta's second-largest AI GPU supplier after $60-100B, 6GW deal
ChatGPT's November 2022 launch triggered the fastest infrastructure buildout in tech history. Hyperscalers are now on track to spend over $1 trillion in 2026, a figure roughly equal to the entire GDP of Turkey or the Netherlands.
Updated Oct 19
Acquirer of World Labs
AMD has agreed to buy World Labs, the AI lab founded by Stanford professor Fei-Fei Li, for $8.2 billion in stock. The deal puts one of AI's most prominent researchers inside a chipmaker racing to close Nvidia's lead in data-center AI. The transaction is expected to close by the end of 2026, pending regulatory approvals.
Updated Oct 17
As of August 2026: Backing both Anthropic and Cerebras with investment and hardware deals struck in July 2026
Nvidia still runs roughly four of every five AI chips sold today. In December 2025, Nvidia paid $20 billion to license rival Groq's chip design and hire its founding team. It then built its own inference-only rack from that technology, launched at Nvidia's GTC conference in March 2026.
Updated Aug 19
As of August 2026: Shipping Helios racks in Q3 2026; data-center revenue more than doubled year over year in Q2
AMD began shipping Helios racks in Q3 2026, with OpenAI, Meta, Microsoft, Oracle, and Anthropic all committed as launch customers. A deal with Anthropic on July 22 added 2 gigawatts of MI450 GPU capacity and an AMD equity investment of up to $5 billion, pushing total committed deployments to 14 gigawatts. Each Helios rack lists at $5.25 million, roughly 40% above Nvidia's competing second-generation Rubin rack.
Updated Aug 5
As of June 2026: Lead competitor in data center GPUs
Nvidia reported Q1 fiscal-2027 revenue of $81.6 billion on May 20, beating Wall Street's $78 billion consensus by $3.6 billion. Data center revenue hit $75 billion, up 92% from a year earlier. The company guided Q2 to $91 billion, above the $85 billion estimate, but the stock closed down 1.8% the next day as analysts said the beat was already priced in.
Updated Jun 3
As of May 2026: Intel's primary competitor, gaining market share in CPUs and AI chips
Intel just shipped its first client processors built on 18A, the most advanced semiconductor process ever made in America. The Core Ultra Series 3 chips, unveiled January 5 at CES 2026, went on sale globally January 27 with over 200 PC designs, offering 60% faster performance and 27-hour battery life.
Updated May 19
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