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.
/ 77 items
#AMD↓
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.
Qualcomm in Talks to Acquire Jim Keller’s AI Chip Startup Tenstorrent
Qualcomm is in early talks to buy Jim Keller’s Tenstorrent to expand its AI chip capabilities and challenge Nvidia in data center and edge AI. Intel is also interested.
AMD Gets Citi Buy Rating as Analyst Eyes Major Meta GPU Opportunity
The upgrade is driven by strong GPU growth potential and AMD emerging as a key second supplier in the AI chip market.
Intel, AMD, and Qualcomm Face Nvidia’s Bold Assault on the PC Market
Nvidia launched RTX Spark, a new AI chip for PCs, challenging Intel, AMD and Qualcomm. Stocks moved after the news.