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.
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.
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 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 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.
China launches anti-dumping and anti-discrimination investigations against US semiconductor companies, escalating trade tensions ahead of high-level talks.
