Astera Labs Joins Arm Total Design to Accelerate Custom AI Chip Development
Astera Labs partners with Arm Total Design to deliver chiplet connectivity for AI infrastructure using PCIe, CXL, and UALink amid recent stock volatility.
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OpenAI Formalizes Broadcom Partnership to Co-Develop and Deploy 10 Gigawatts of Custom AI Infrastructure
OpenAI has formalized a multiyear agreement with Broadcom to co-develop and deploy 10 gigawatts of custom AI chips and computing systems starting in 2026.
Sanmina's Potential Boost from the AMD-OpenAI AI Deal
AMD and OpenAI's AI partnership is beneficial for Sanmina. The company builds AMD's GPU racks, but the exact financial impact is "difficult to determine," according to BofA.
AMD and OpenAI Forge Landmark AI Infrastructure Deal, Targeting Tens of Billions in Revenue
Advanced Micro Devices strikes a definitive agreement with OpenAI to supply 6 gigawatts of GPUs, challenging Nvidia's dominance and granting OpenAI warrants for up to a 10% stake in the chipmaker.
Chip Giants Intel and AMD Discuss Surprise US Manufacturing Partnership
Chip rivals Intel and AMD are in talks for Intel to make some of AMD's chips in the US. Intel needs a win, but its tech lags TSMC.
Nvidia's $5 Billion Bet: Powering Up Intel for a New Computing Era
Nvidia invests $5 billion in Intel, forming a strategic alliance to co-develop PC and data center chips. This partnership aims to boost Intel and fuse Nvidia's AI dominance with Intel's x86 architecture, laying the groundwork for future computing.