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OpenAI has struck deals worth about $1 trillion with chipmakers like Nvidia and AMD to secure computing power. These agreements aim to fuel the massive growth in generative AI and cloud infrastructure. One major deal gave OpenAI access to 10 gigawatts of Nvidia GPU capacity. In return, Nvidia plans to invest up to $100 billion…
Meta Platforms has entered a major partnership with Arm Holdings to run its AI recommendation systems on Arm-based server chips. The shift marks a move away from traditional x86 processors toward technology that promises better energy efficiency and performance per watt. Arm’s chip architecture is already dominant in mobile devices. Under the deal, Meta will…
Oracle is preparing a bold push into AI clouds. In Q3 2026, it plans to deploy 50,000 AMD MI450 chips across its infrastructure. This marks a major step beyond its current use of AMD hardware. These chips are built for scale. They support rack-scale configurations, letting 72 chips function as a single AI compute unit….
