Technology
3 synchronized stories carry this tag.
Qualcomm unveiled its Dragonfly data-centre roadmap, including C1000 CPUs, AI300 accelerators, and high-bandwidth cache, and announced a multi-generation agreement with Meta.
Why it matters: A major mobile-chip supplier is making a full-stack attempt to enter AI data centres, adding another potential alternative to incumbent accelerator platforms.
NVIDIA said seven Vera Rubin platform chips were in full production, spanning the Vera CPU, Rubin GPU, NVLink 6, ConnectX-9, BlueField-4, Spectrum-6, and the integrated Groq 3 LPU. The company positioned the racks as one system for pretraining, post-training, test-time scaling, and agentic inference, with partner products expected in the second half of 2026.
Why it matters: AI infrastructure competition is shifting from individual accelerators to co-designed rack and pod systems that optimize compute, networking, storage, memory, power, and cooling together.
OpenAI and AMD signed a multi-generation agreement targeting six gigawatts of accelerator deployments, beginning with one gigawatt of MI450 systems in the second half of 2026.
Why it matters: The agreement diversifies OpenAI's accelerator supply while tying future hardware deployment, technical milestones and AMD equity incentives unusually closely together.