Microsoft Deploys AMD Helios Racks in Azure, Boosting AMD’s Push Against Nvidia Dominance
Lower cost per token and strong TCO position AMD to gain AI market share from Nvidia.
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BofA Sees Meta’s AI Chip Breakthrough as Major Turning Point for Cost Control
Bank of America calls Meta’s custom AI chip progress and faster, cheaper 14GW infrastructure buildout a “big positive.” Iris production starts September 2026.
Trump’s Praise Triggers Second Dell Stock Rally in 2026
The president has also favorably mentioned Micron, Intel, AMD, Hewlett Packard Enterprise, and several other publicly traded companies since beginning his second term in the White House.
Anthropic’s AI Chip Ambitions Spark Semiconductor Sell-Off
Anthropic has started developing a custom AI chip and is in early talks with Samsung. The news sparked a sell-off in Nvidia, AMD, and semiconductor stocks amid growing custom silicon trend.
Qualcomm Unveils Dragonfly C1000 and Lands Multi-Generation Meta AI Deal
At Investor Day 2026, Qualcomm announced Dragonfly C1000 for AI workloads, major Meta partnership, Microsoft collaboration, and sharply raised long-term targets.
AMD to Supply 30 MW AI Compute for Rackspace’s Enterprise Cloud
Rackspace Technology shares surged after finalizing a deal with AMD to deploy 30 MW of AI compute capacity across its global data centers from late 2026 through 2028.