2026-08-26
SemiAnalysis
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A detailed look at Jalapeño, OpenAI's ASIC developed with Broadcom in 16 months, which beat Nvidia, AMD, and Google chips on multiple top open-weight models
OpenAI's self-designed ASIC compared with Rubin, Jalapeño's TCO, throughput per MW, and spicy deets
2026-08-25
SemiAnalysis
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A detailed look at Jalapeño, OpenAI's ASIC developed with Broadcom in 16 months, which beat Nvidia, AMD, and Google chips on multiple top open-weight models
SemiAnalysis:
2026-08-07
The Register
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AMD acquires Toronto-based Taalas, which integrates model weights directly into silicon with the promise to boost inference performance, for an undisclosed sum
Early tech demos show model-specific integrated circuits churning out up to 17,000 tokens a second
2026-08-06
The Register
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AMD acquires Toronto-based Taalas, which integrates model weights directly into silicon to boost inference performance, for an undisclosed sum
2026-07-29
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Core Scientific and AMD announce a deal under which AMD will secure 500+ MW of US data center capacity starting in 2027, with the ability to scale up to 2.5 GW
2026-07-28
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Core Scientific and AMD announce a deal under which AMD will secure 500+ MW of US data center capacity starting in 2027, with the ability to scale up to 2.5 GW
Quick Take — AMD will secure more than 500 megawatts of Core Scientific data-center capacity beginning in 2027 …
2026-07-24
Reuters
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Foundation Future Industries, backed by Eric Trump, partners with AMD to develop autonomous humanoid robots using the AMD Ryzen AI Embedded X100 Series chips
Aishwarya Jain /Reuters:
The Information
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AMD is working with Cerebras to connect AMD's server racks to Cerebras wafers, running their chips simultaneously to make workloads faster; CBRS closed up 4.86%
Phoebe Liu /The Information:
2026-07-23
The Information
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AMD is working with Cerebras to combine AMD Helios and Cerebras wafer-scale chips for an AI inference solution to make workloads faster; CBRS closed up 4.86%
AMD said Thursday it is working with Cerebras, a rival AI server chip developer, on connecting AMD's server racks to Cerebras wafers …
Reuters
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Foundation Future Industries, backed by Eric Trump, partners with AMD to develop autonomous humanoid robots using the AMD Ryzen AI Embedded X100 Series chips
Aishwarya Jain /Reuters:
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