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Wistron Opens Fort Worth Advanced Manufacturing Plant to Produce NVIDIA AI Systems
Wistron opened its first U.S. manufacturing facility, a 324,000-square-foot plant in Fort Worth, Texas, producing NVIDIA GB300 Grace Blackwell Ultra Superchips and preparing to produce NVIDIA Vera Rubin Superchips. The facility represents a $700 million combined investment in advanced U.S. manufacturing, has created over 500 new jobs with plans to expand to 1,000 by year-end, and is scaling to produce tens of thousands of boards per month. NVIDIA stated the Fort Worth plant is part of its previously disclosed co...
NVIDIA Vera Rubin Platform Ramping Into Full Production With 300+ Global Partners
NVIDIA's Vera Rubin NVL72 rack-scale AI platform is ramping into full production with partners including CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure and Mistral deploying systems across 350+ factory sites in 30 countries. CoreWeave's DeepSeek-R1 benchmark showed 10x more tokens per megawatt than Grace Blackwell NVL72, and Google Cloud's new A5X instance built on Vera Rubin NVL72 delivers up to 10x lower inference cost per token and 10x higher token throughput per megawatt than the prior...
NVIDIA Spectrum-6 102.4Tb/s Ethernet Switch Debuts in Gigascale AI Factories, Built for Vera Rubin Platform
NVIDIA announced that its next-generation Spectrum-6 Ethernet switch is arriving in gigascale AI factories as part of the NVIDIA Vera Rubin platform. Spectrum-6 delivers 102.4 terabits per second of switching capacity, 2x the capacity of the previous generation, and pairs with the NVIDIA ConnectX-9 SuperNIC to form the next generation of NVIDIA Spectrum-X Ethernet. CoreWeave, Microsoft, Nebius, SpaceXAI and Tesla are disclosed as early adopters.
AMD and Microsoft expand strategic partnership; Microsoft to deploy AMD Helios, new EPYC-powered Azure VMs, and Pensando DPUs
AMD announced an expanded strategic partnership with Microsoft covering AMD GPUs, CPUs, networking and software on Microsoft Azure. Microsoft will deploy the AMD Helios Rackscale Solution on Azure to power frontier model AI inference for Microsoft, its AI customers and Azure AI services; Azure will also add two new VM series powered by 6th Gen AMD EPYC 'Venice' processors, and broaden deployment of Pensando DPUs for Azure networking. AMD said it will begin shipping Helios to customers, including Microsoft, in th...
Intel Appoints Seok-Hee Lee as EVP of Intel Foundry to Lead Advanced Packaging; Navid Shahriari to Retire
Intel Corporation announced the appointment of Seok-Hee Lee as executive vice president of Intel Foundry, reporting to CEO Lip-Bu Tan. In this role, Lee will lead advanced packaging, system integration, back-end technology development, and back-end manufacturing, as Intel establishes advanced packaging as a focused business within Intel Foundry. Naga Chandrasekaran will continue as EVP of Intel Foundry, leading front-end technology development, front-end manufacturing, design enablement, and customer-facing func...
AMD Commits up to £2 Billion over Five Years to Accelerate AI Innovation and Research in the United Kingdom
AMD announced plans to invest up to £2 billion over the next five years in the United Kingdom to accelerate AI innovation, scientific research and workforce development, with the announcement made at London Tech Week by Chair and CEO Dr. Lisa Su. The investment includes new strategic collaborations with Imperial College London and Oriole Networks, and continued work with Dell Technologies and the University of Cambridge on the Zenith AI supercomputer and the Sunrise fusion AI system built with UKAEA. The initiat...
Intel Announces AI Innovations at Computex 2026
Intel announced new AI innovations at Computex 2026, including rackscale AI infrastructure for inference and agentic workloads built on Intel Xeon processors and SambaNova SN-50 Reconfigurable Dataflow Units, with Foxconn providing system integration. Vector Core Compute, a new enterprise inference cloud formed by Vista Equity Partners and Cambium Capital, unveiled fully disaggregated inference running on Intel Xeon processors, SambaNova RDUs, and NVIDIA Blackwell GPUs, with Together.ai as its first commercial c...
Intel Announces AI Infrastructure and Xeon 6+ Processor Availability at Computex 2026
Intel announced new rackscale AI infrastructure combining Intel Xeon processors with SambaNova SN-50 Reconfigurable Dataflow Units, targeting cost-effective and power-efficient AI inference for data center, hyperscale, and intelligence center deployments. The company also announced Intel Xeon 6+ processors built on Intel 18A are now available, designed for high-density, scale-out workloads including agentic AI. Strategic partnerships were unveiled with Foxconn, Siemens, Hitachi, Echo Neurotechnologies, and Green...
Arm Holdings FY2026 Annual Report on Form 20-F Filed
Arm Holdings plc filed its annual report on Form 20-F for the fiscal year ended March 31, 2026, disclosing that its top five customers accounted for approximately 57% of total revenue, with Arm China representing approximately 16% of total revenue as the largest customer. The company noted ongoing litigation with Qualcomm and discussed risks related to production silicon products, geopolitical tensions, and customer concentration.
AMD Announces Production Ramp of Next-Generation EPYC Processor Venice on TSMC 2nm
AMD announced production ramp of its 6th Gen AMD EPYC processor codenamed Venice on TSMC's advanced 2nm process technology in Taiwan, with plans to also ramp production at TSMC's Arizona fabrication facility. Venice is the first high-performance computing product in the industry to enter production on TSMC's 2nm technology, marking a milestone in AMD's data center CPU roadmap. AMD plans to extend 2nm process technology across its data center CPU roadmap with Verano, a follow-on EPYC processor optimized for perfo...
Arm Holdings Reports Q4 FYE26 and Full-Year FYE26 Results; Q1 FYE27 Guidance Issued
Arm Holdings Q4 FYE26 revenue of $1.49 billion and non-GAAP EPS of $0.60 both beat the company's prior guidance midpoint, with revenue exceeding the $1.47 billion midpoint by $20 million and EPS exceeding the $0.58 midpoint by $0.02. For the full fiscal year ended March 31, 2026, total revenue reached a record $4.92 billion, up 23% year-over-year, with non-GAAP EPS of $1.77. The company launched the Arm AGI CPU, its first data center chip, and disclosed more than $2 billion in customer demand for the product acr...
Arm Launches AGI CPU for AI Data Centers, Expanding Beyond IP to Production Silicon
Arm Holdings plc announced the expansion of its compute platform to include production silicon products for the first time in the company's history, beginning with the Arm AGI CPU designed for agentic AI infrastructure. Meta serves as the lead partner and co-developer of the Arm AGI CPU, with additional commercial commitments from partners including Cerebras, Cloudflare, F5, OpenAI, Positron, Rebellions, SAP, and SK Telecom. The Arm AGI CPU delivers up to 136 Arm Neoverse V3 cores per CPU with 6GB/s memory bandw...
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