Samsung Locks Up 60-70% of Future AI Chip Supply in Five-Year Deals
Samsung pre-allocated 60-70% of its future memory capacity into five-year supply agreements with major data center companies, part of roughly $950 billion in deals across Korean chipmakers. The move signals a coming memory shortage through 2027-2028.
AMD Invests $5 Billion in Anthropic for AI Infrastructure Partnership
AMD announced a $5 billion strategic investment in Anthropic, including a partnership to develop custom AI chips optimized for Claude's training and inference workloads. The deal represents AMD's biggest push into AI infrastructure.
Cerebras Runs Trillion-Parameter AI Model Nearly 7x Faster Than GPU Clouds in Landmark Inference Test
Cerebras Systems announced it runs Moonshot AI's trillion-parameter Kimi K2.6 model at 981 tokens per second, 6.7x faster than the fastest GPU cloud provider, in an independently verified benchmark.
Google Cloud Launches TPU 8t and 8i AI Chips
New custom AI chips offer 3x faster training and 80% better performance per dollar, directly competing with Nvidia.