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AMD to invest up to $5 billion in Anthropic under AI infrastructure deal

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AMD has agreed to invest up to $5 billion in Anthropic under an infrastructure agreement covering tens of billions of dollars’ worth of AI systems. Anthropic will deploy up to two gigawatts of capacity using AMD’s Instinct MI450-series accelerators, with deployment of the first gigawatt beginning in the first half of 2027. AMD’s investment will […]

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SenseTime’s Galaxy Project targets domestic AI chip scale-up

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SenseTime has launched the Galaxy Project, teaming with nearly 20 partners to scale domestic AI chip infrastructure in China. In a keynote titled ‘Intelligent Transformation and Symbiosis,’ Yang Fan – the company’s co-founder and president of its Large Device Business Group – laid out what SenseTime describes as a closed loop connecting chip-level technology, ecosystem

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Bristol Myers Squibb buys Nvidia AI system for drug discovery

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Bristol Myers Squibb is purchasing an Nvidia DGX SuperPOD built on the chipmaker’s Vera Rubin architecture to support artificial intelligence use across its drug discovery and development operations. The pharmaceutical company said it will be the first life sciences group to acquire a DGX SuperPOD based on Vera Rubin. Nvidia introduced the architecture earlier this

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Nokia’s AI-RAN platform: a radio comeback that runs on NVIDIA

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Nokia’s AI-RAN platform arrived on July 15 with a claim worth examining: that it is the industry’s first. The vendor says the platform, built on its anyRAN software and NVIDIA’s Aerial system, will let operators pull far more capacity from the spectrum they already own, and it has framed the launch as one of the most significant

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Deploying retail AI to scale personalisation and customer insight

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Optimising retail AI infrastructure drives the successful deployment of personalisation systems and real-time customer insight. Leaders are replacing static customer interaction patterns with data pipelines capable of modifying the user environment during a live session. Static layouts and broad segmentation rules fail to satisfy modern conversion targets. Deployments demonstrate that traditional demographic categorisation generates insufficient

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The math behind the OpenAI Jalapeño chip

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OpenAI’s financial trajectory hinges heavily on infrastructure costs, a reality that drove the development of the new custom OpenAI Jalapeño chip. Developed in collaboration with Broadcom, the application-specific integrated circuit (ASIC) represents a direct attempt to mitigate the heavy capital expenditure associated with third-party hardware. While Nvidia currently commands an estimated 75% profit margin on

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Samsung opens ChatGPT Enterprise and Codex access after AI restrictions

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Samsung Electronics is expanding employee access to ChatGPT Enterprise and Codex, giving staff wider use of AI tools for technical and non-technical work. According to OpenAI, the deployment covers all Samsung Electronics employees in Korea and all Device eXperience employees worldwide. The DX division includes smartphones, consumer electronics, and home appliances. Samsung plans to use

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Microsoft’s Majorana 2 quantum chip is also a case study for agentic AI in R&D

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Microsoft’s Majorana 2 quantum chip arrived this week with numbers that are genuinely difficult to contextualise: qubits 1,000 times more reliable than the first generation, a mean qubit lifetime of 20 seconds against an industry norm measured in microseconds, and a revised roadmap targeting a commercially scalable quantum computer by 2029. Behind those numbers is Microsoft Discovery

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Nvidia’s Vera chip is the US$200 billion bet Jensen Huang doesn’t want you to overlook

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The Nvidia Vera chip is rarely the headline when earnings beat estimates, but it should be. When Nvidia reported Q1 revenue of US$81.62 billion on Wednesday, beating analyst estimates of US$78.86 billion, and guided Q2 at US$91 billion–well above Wall Street’s US$86.84 billion forecast–the numbers did what Nvidia numbers always do: dominate the room. But

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Alibaba is designing AI chips around agents, and that changes what the race is actually about

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Alibaba has unveiled a new AI processor built specifically for AI agents, pairing the chip announcement with a multi-year silicon roadmap and a new large language model, signalling that the company is building an integrated AI stack, not just filling a gap left by US export controls. The Zhenwu M890, developed by Alibaba’s semiconductor subsidiary

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