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.
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.
Super Micro Offices Raided in Taiwan as Chip Smuggling Probe Widens
Taiwan raided Super Micro offices on June 29, 2026, as part of an expanding investigation into alleged smuggling of Nvidia AI chips to China.
Palantir Expands into Aviation and Secure AI with Surf Air and Nvidia Partnerships
Palantir deepens its aviation push with Surf Air Mobility on OperatorOS and partners with Nvidia to deploy secure AI models for government and critical infrastructure.
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.