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.