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Key PlayersNVIDIA, AMD, Google, Cerebras

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MSI PRO MAX EDGE AI+ brings Ryzen AI Max+ 395 and 128GB memory for running massive AI models locally

MSI launched the PRO MAX EDGE AI+, a compact desktop system powered by AMD's Ryzen AI Max+ 395 processor with up to 128GB of unified memory. The 4-liter system can run large language models with up to 120 billion parameters locally, while multiple units can be clustered to handle models with up to 670 billion parameters.

Technology3 sources

MSI PRO MAX EDGE AI+ brings Ryzen AI Max+ 395 and 128GB memory for running massive AI models locally

Technology3 sources

HCLTech invests $1.48 billion in AI data center with Sarvam AI, plans 5,000-seat tech hub

HCLTech announced a $1.48 billion investment to build its first AI data center at the Odisha Sovereign AI Park in partnership with Sarvam AI and the Odisha government. The facility will combine full-stack AI capabilities with foundation models to deliver sector-specific AI applications. Additionally, HCLTech will open a 5,000-employee technology center in Bhubaneswar by 2028, marking a significant expansion into India's AI infrastructure space.

Business6 sources

HCLTech invests $1.48 billion in AI data center with Sarvam AI, plans 5,000-seat tech hub

Business6 sources

AMD partners with Eric Trump-backed Foundation to build humanoid robots for military and industry

AMD has partnered with Foundation Future Industries to develop autonomous humanoid robots using its Ryzen AI Embedded X100 Series processors. The startup, backed by Eric Trump, plans to deploy robots for both heavy industry and defense, with facilities capable of producing 55,000 units annually by next year.

Technology2 sources

AMD partners with Eric Trump-backed Foundation to build humanoid robots for military and industry

Technology2 sources

Nvidia commits $1.5B to Amkor to expand US chip packaging and secure AI supply chain

Nvidia has agreed to provide Amkor Technology with a $1.5 billion prepayment to expand advanced semiconductor packaging capacity in Arizona. The deal secures critical capacity for AI accelerator production as packaging constraints have limited how many chips Nvidia can ship. The partnership aims to develop next-generation packaging technologies while strengthening domestic supply chains.

Business3 sources

Nvidia commits $1.5B to Amkor to expand US chip packaging and secure AI supply chain

Business3 sources

AMD and Cerebras forge strategic partnership to challenge Nvidia's $20 billion Groq acquisition

AMD and Cerebras Systems announced a strategic partnership to develop a disaggregated AI inference platform that combines AMD's Helios rack-scale infrastructure with Cerebras' Wafer-Scale Engine. The collaboration promises up to 5x higher tokens per second per watt by splitting inference workloads between AMD's EPYC processors and Instinct GPUs for prompt processing, while Cerebras handles memory-intensive token generation with its SRAM-powered accelerators.

Technology10 sources

AMD and Cerebras forge strategic partnership to challenge Nvidia's $20 billion Groq acquisition

Technology10 sources

Intel posts fastest revenue growth in 15 years as AI spending drives data center boom

Intel delivered its strongest quarterly performance since 2011, with revenue climbing 25% to $16.1 billion in Q2 2026. The chipmaker's data center and AI business surged 59% year-over-year as tech companies increasingly buy CPUs for AI agents. CEO Lip-Bu Tan acknowledged Intel must leapfrog rivals AMD and Arm while raising capital expenditure to $20 billion to meet unprecedented AI demand.

Business13 sources

Intel posts fastest revenue growth in 15 years as AI spending drives data center boom

Business13 sources

Geekbench 7 launches with overhauled tests for AI workloads, CUDA support, and real-world benchmarking

Primate Labs released Geekbench 7, introducing its most significant update yet with overhauled performance tests for CPU and GPU workloads. The cross-platform benchmark tool now features AI benchmarks, CUDA support for Nvidia GPUs, and real-world multi-core benchmarking that mirrors actual application behavior. New media workloads include AV1 encoding, Opus audio compression, and Whisper speech recognition for live captions.

Technology2 sources

Geekbench 7 launches with overhauled tests for AI workloads, CUDA support, and real-world benchmarking

Technology2 sources

Schneider Electric and AMD release blueprint to fast-track AI data center builds with 246 kW racks

Schneider Electric and AMD unveiled a reference design for the Helios rackscale solution that supports AI racks with power densities up to 246 kW and modular clusters reaching 10.4 MW IT capacity. The collaboration addresses facility power, cooling, IT space, and lifecycle software to reduce deployment complexity and accelerate AI infrastructure builds.

Technology2 sources

Schneider Electric and AMD release blueprint to fast-track AI data center builds with 246 kW racks

Technology2 sources

AMD Ryzen AI Embedded X100 brings Zen 5 power to autonomous robots and physical AI applications

AMD launched its Ryzen AI Embedded X100 Series processors at the Advancing AI 2026 event, combining 16-core Zen 5 CPU, RDNA 3.5 GPU with 40 compute units, and XDNA 2 NPU for robotics and physical AI. The chips support 24/7 operation with a 10-year lifecycle, unified memory architecture up to 128 GB, and extreme temperature tolerance from -40°C to 105°C, directly competing with Intel Panther Lake and Nvidia's robotics platforms.

Technology4 sources

AMD Ryzen AI Embedded X100 brings Zen 5 power to autonomous robots and physical AI applications

Technology4 sources

Alphabet locks in $811 billion for AI infrastructure as future spending jumps $500 billion

Alphabet revealed $811 billion in contracted future spending commitments at the end of Q2, surging nearly $500 billion from the previous quarter. The massive obligations cover AI infrastructure including chips, data centers, and power agreements, representing roughly four years of spending at current rates. Meanwhile, the company raised its 2026 capital expenditure guidance to $195-$205 billion.

Business2 sources

Alphabet locks in $811 billion for AI infrastructure as future spending jumps $500 billion

Business2 sources

Elon Musk says Tesla Optimus is hardest product to scale, warns of supply chain challenges

Elon Musk told investors that Tesla Optimus will be the company's hardest product to scale, citing the lack of an existing supply chain and 10,000 entirely new components. Tesla quietly removed mass production language from its Q2 shareholder deck, marking a sharp shift from earlier projections of 100,000 units monthly by 2030.

Technology2 sources

Elon Musk says Tesla Optimus is hardest product to scale, warns of supply chain challenges

Technology2 sources

Inside the Data Centers Powering the AI Boom: Why Secrecy Is Fueling Public Backlash

A rare tour inside Digital Realty's Virginia facility reveals the massive physical infrastructure behind AI: gold-painted Nvidia racks worth $1 million each, nearly 40 diesel generators, and deafening noise. But industry secrecy around these data centers is sparking growing community concerns about power consumption and environmental impact.

Technology2 sources

Inside the Data Centers Powering the AI Boom: Why Secrecy Is Fueling Public Backlash

Technology2 sources

Besi orders surge 128.8% as AI demand and hybrid bonding technology fuel semiconductor growth

Dutch semiconductor equipment maker Besi reported quarterly orders more than doubled to €292.9 million, driven by surging AI demand and hybrid bonding technology adoption. The company's customer base for advanced chip packaging expanded to 21 customers, with AI-related systems now accounting for 60% of first-half orders as data center infrastructure spending accelerates.

Business3 sources

Besi orders surge 128.8% as AI demand and hybrid bonding technology fuel semiconductor growth

Business3 sources

Intel and AMD lock Chinese customers into multi-year server CPU deals as prices surge over 40%

Intel and AMD are signing long-term purchase agreements with Chinese server customers for data center processors as prices surge over 40% since the start of the year. The deals lock in volumes but not prices, marking a shift for server CPUs that were once easy to obtain. The AI boom has spread demand beyond GPUs to every layer of the infrastructure stack, giving chipmakers unprecedented leverage.

Business4 sources

Intel and AMD lock Chinese customers into multi-year server CPU deals as prices surge over 40%

Business4 sources

Texas Instruments says AI data center demand will stay strong as Q2 revenue jumps 23%

Texas Instruments reported second-quarter revenue of $5.46 billion, surpassing analyst estimates by $210 million, driven by surging demand from AI data centers and industrial markets. The chipmaker's data center revenue doubled year-over-year while industrial revenue climbed 30%, signaling broad-based momentum in analog and embedded chip demand tied to AI infrastructure expansion.

Business3 sources

Texas Instruments says AI data center demand will stay strong as Q2 revenue jumps 23%

Business3 sources

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