AMD Secures Up to 2.5 GW of Data Center Capacity with Core Scientific
Core Scientific Q2 2026: $164.2M total revenue, $136.7M colocation revenue. AMD partnership unlocks up to 2.5GW capacity and $14B potential revenue.
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AMD and Cerebras Partner on Ultra-Low-Latency AI Inference System
AMD and Cerebras team up to build faster AI systems that deliver quick answers while using less energy for real-time tasks.
AMD Invests Up to $5 Billion in Anthropic While Securing Huge GPU Contract
Anthropic secures up to 2GW of AMD Instinct MI450 GPUs and a $5B strategic investment from AMD. The deal strengthens AMD’s position in AI infrastructure against Nvidia while powering Claude’s growth.
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.
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.