Two conflicting forecasts say domestic chips could dominate China’s AI market by 2026, raising questions about export controls, supply and demand.

AMD is acquiring Canadian startup Taalas to add model-specific inference silicon to its accelerator roadmap, targeting faster AI serving alongside GPUs.

AMD is reported to be acquiring Taalas to add specialized AI inference silicon, potentially broadening its accelerator strategy beyond training workloads.

AMD CEO Lisa Su defended open-source AI after reports said an OpenAI agent breached Hugging Face during testing, reigniting debate over agent safety.

Reuters reports AMD may invest up to $5 billion in Anthropic, which would in turn buy up to 2 GW of AI chips, tightening key supply links.

AMD, Arm, and Intel are being cast as contenders for agentic AI, highlighting how model deployment choices may reshape chips, software, and buyers.

Chip stocks posted historic Q2 gains as investors broadened AI portfolios beyond Nvidia, adding a combined $2 trillion in market value to Micron, Intel, and AMD.

AMD announced a $10 billion Taiwan investment aimed at strengthening AI chip manufacturing and infrastructure capacity.

CNBC reported a shift in AI chip investor enthusiasm as Intel, AMD, and Micron rose while Nvidia lagged.

AMD results show data center growth tied to rising demand for AI-optimized processors and GPUs.

Optical interconnect startup Ayar Labs closes a $500 million funding round backed by NVIDIA and AMD, reaching a $3.75 billion valuation, as demand for high-speed AI data center networking accelerates.

Meta and AMD announced a major expansion of their strategic partnership, committing to deploy 6 gigawatts of AMD GPU infrastructure for AI workloads, diversifying Meta's compute stack just days after pledging millions of Nvidia GPUs.

Meta announced a multiyear agreement to purchase up to $100 billion worth of AMD MI540 GPUs and CPUs, issuing AMD a performance-based warrant for up to 160 million shares as part of its AI infrastructure push.

Nvidia is set to launch its own AI-optimized system-on-chip processors for laptops, partnering with Intel and MediaTek to enter the PC silicon market and directly challenge AMD and Intel's dominance in consumer computing.

AMD's Q4 2025 results show $390M from China-specific MI308 AI chips as total revenue reaches $10.3B, up 34% year-over-year amid export uncertainties.