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Oracle Cloud to deploy 50,000 AMD AI chips as alternative to Nvidia

Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026. AMD shares climbed about 3% premarket. Oracle shares ticked slightly lower. The move is the latest sign that cloud companies are increasingly offering AMD’s GPUs as an alternative to Nvidia’s market-leading GPUs … Read more

OpenAI partners with Broadcom custom AI chips alongside Nvidia, AMD

Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images Broadcom and OpenAI have made their partnership official. OpenAI and Broadcom said Monday that they’re jointly building and deploying 10 gigawatts … Read more

Gear News of the Week: Intel’s New Chips Arrive, and Apple May Debut iPads and MacBooks This Month

Intel’s future has never seemed so uncertain. But most of the company’s roller-coaster ride of a year has been a lead-up to its next-gen CPU launch, announced this week. The chips will be known as Intel Core Ultra Series 3, codenamed Panther Lake, and they’re being manufactured in its new Arizona-based fabrication plant. Intel claims … Read more

Microsoft wants to mainly use its own AI chips in the future

Microsoft Chief Technology Officer and Executive Vice President of Artificial Intelligence Kevin Scott speaks at the Microsoft Briefing event at the Seattle Convention Center Summit Building in Seattle, Washington, on May 21, 2024.  Jason Redmond | AFP | Getty Images Microsoft would like to mainly use its own chips in its data centers in the … Read more

Taiwan should only produce half of America’s chips, says U.S. Commerce Chief

A logo of the Taiwan Semiconductor Manufacturing Company (TSMC) displayed on a smartphone screen Vcg | Visual China Group | Getty Images The Trump administration is pushing Taipei to shift investment and chip production to the U.S. so that half of American demand is manufactured locally, in a move that could have implications for Taiwan’s … Read more

Qualcomm Debuts Snapdragon X2 Elite and X2 Elite Extreme, Its Next-Gen Laptop Chips

Perhaps the most exciting part of the chip is the graphics performance: The Snapdragon X2 Elite and X2 Elite Extreme both use a new Adreno GPU architecture. Qualcomm says power efficiency has improved by 2.3X, so hopefully that means these laptops can scale up performance when it’s needed, in games or creative applications. Qualcomm says … Read more

Nvidia OpenAI investment in cash mostly used to lease Nvidia chips

OpenAI CEO Sam Altman speaks to media following a Q&A at the OpenAI data center in Abilene, Texas, U.S., Sept. 23, 2025. Shelby Tauber | Reuters Nvidia’s massive investment in OpenAI, announced earlier this week, will put billions of dollars into the coffers of the artificial intelligence startup to use as it sees fit. But … Read more

China’s BYD says it has a backup plan if cut off from Nvidia chips

The Chinese electric car manufacturer BYD presents its models at the Open Space Area during the IAA Mobility in Munich, Bavaria, Germany, on September 12, 2025. Eyeswideopen | Getty Images News | Getty Images BYD has a backup plan if it gets cut off from the Nvidia chips it currently uses in its cars, a … Read more

Apple now controls all core iPhone chips, prioritizing AI workloads

iPhone Air is the big newcomer among Apple’s latest lineup that went on sale Friday, but inside the slim phone’s raised plateau is another new piece of hardware that signals a renewed focus on artificial intelligence.  Apple’s custom A19 Pro chip introduces a major architecture change, with neural accelerators added to each GPU core to … Read more

China Turns Legacy Chips Into a Trade Weapon

While the Trump administration was trying to make a TikTok deal happen during a meeting with China last weekend, Beijing was busy adding its own bargaining chips to the table. Actual chips, in fact—semiconductors. In the past week, China has unveiled a series of regulatory actions targeting American chipmakers. The most significant is an anti-dumping … Read more

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