Are Startups or Superpowers Shaping the Next Generation of Data Center Silicon?

Are Startups or Superpowers Shaping the Next Generation of Data Center Silicon?
The AI chip wars are not the fairytale story the industry wants them to be. They are not about brilliant underdogs toppling an entrenched giant, they are about superpowers consolidating control. Read more
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Qualcomm and Meta Announce Strategic Multi-Generation Agreement on Data Center CPUs

Qualcomm and Meta have announced a collaboration on a multi-generation roadmap for CPU products supporting Meta’s growing compute footprint.
Qualcomm and Meta collaborate on a multi-generation roadmap for CPU products supporting Meta’s growing compute footprint. Read more
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Meta Scales Out AI Infrastructure With NVIDIA

Meta scales out AI workloads with NVIDIA Spectrum-X Ethernet, supporting network efficiency and throughput.
Meta’s AI roadmap supported by large-scale deployment of NVIDIA CPUs, networking and millions of NVIDIA Blackwell and Rubin GPUs. Read more
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AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs

AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs
Meta is partnering with AMD to rapidly scale AI infrastructure and accelerate the development and deployment of cutting-edge AI models. Read more
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AMD Advances Openness in AI Infrastructure with “Helios” Reference Design

AMD

At the Open Compute Project (OCP) Global Summit in San Jose, California, Meta introduced specifications for a new Open Rack for AI featuring an Open Rack Wide (ORW) form factor — marking a major leap forward in open infrastructure Read more

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