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Khabre desk
Recent reporting, analysis and explainers from the semiconductors desk.
technology
AMD says Meta has installed initial Helios rack-scale systems and is testing them ahead of a broader deployment. The companies also described work spanning AMD CPUs, GPUs, networking and AI software.
technology
Commonwealth Fusion Systems says it and the US Department of Commerce signed a letter of intent for $85 million in proposed federal incentives. The company plans to use the support for semiconductor and electronics projects linked to its fusion machines.
science
AMD says CEO and chair Lisa Su received the National Medal of Science on October 8, 2026. The award recognises her engineering career and contributions to computing through her leadership at the company.
technology
At the 2026 OCP Global Summit, AMD said its Helios AI racks are ramping production, with systems installed at four named customers. The company also said Helion rack configurations for agentic AI are under development and planned for November 2026.
technology
AMD is sampling the Versal AI Core XQRVC1902 in an enhanced space-grade package with early-access customers. Class Y qualification testing is underway, and flight-qualified units are expected in the second half of 2027.
technology
CoreWeave has announced NVIDIA Vera Rubin NVL72 availability on its cloud, with Cognition as the first customer running production workloads. In an early software-engineering test, Cognition reported up to 4.8× the total token throughput of a GB200 NVL72 system.
technology
AMD has introduced Ross, an AI assistant that connects natural-language requests with AMD embedded development tools, documentation and reusable engineering workflows. The company says it is available now, with further tool and workflow capabilities planned monthly.
technology
Samsung Electronics and five affiliates announced a combined USD 1 billion investment in Helix Digital Infrastructure, with Samsung Electronics contributing USD 500 million. Helix plans to build across data centres, power infrastructure and fibre networks.
technology
AMD has agreed to acquire AI research company World Labs in an all-stock transaction valued at approximately $8.2 billion. The deal would add expertise in spatial-intelligence models and robotic learning to AMD’s AI research and infrastructure efforts.
technology
AMD says AI infrastructure should be designed around adaptability as training, inference and agentic workloads evolve. Its framework emphasises hardware breadth, common software, cost per task and open standards.
technology
NVIDIA says its Vera Rubin NVL72 achieved up to 3.7 times the throughput of GB300 NVL72 in preview submissions to MLPerf Inference v6.1. The results combine new hardware with software optimisations for large-scale AI inference.
technology
AMD says its 6th Gen EPYC 9006 “Venice” server CPU portfolio is designed for the varied CPU workloads created by agentic AI systems. The company reports performance gains across enterprise, cloud-native and high-performance computing tests, while identifying several figures as preliminary estimates.
technology
AMD says production AI infrastructure using its Instinct MI355X GPUs, EPYC CPUs and Cisco networking is live and serving customers in Saudi Arabia, while partners plan further regional expansion.
technology
NVIDIA and Palantir announced a supply-chain AI stack combining Nemotron models, Palantir software and NVIDIA optimisation tools, beginning with NVIDIA’s own operations.
technology
AMD and the University of Delhi have signed an MoU to bring AMD's AI Engage Developer Program, ROCm software and cloud GPU resources to the university, with a stated goal of training up to 10,000 students over the following year.
technology
NVIDIA says d-Matrix will integrate its next-generation Raptor inference XPUs with NVLink Fusion, MGX racks and NVIDIA networking for rack-scale AI systems.
technology
AMD, Cisco and HUMAIN say a production AI infrastructure deployment using AMD Instinct MI355X GPUs is live in Saudi Arabia, with plans to expand capacity to up to 250 MW from 2027 and up to 1 GW by 2030.
technology
NVIDIA and MediaTek are expanding their collaboration from local and automotive computing into custom AI infrastructure, with MediaTek adopting NVIDIA’s NVLink Fusion platform and NVIDIA announcing a $3.5 billion investment in MediaTek convertible bonds.
technology
AMD has released ROCm 10 and made ROCm.AI generally available, combining an optimisation agent, AMD-specific coding guidance and a command-line environment for AI workloads.
technology
EuroHPC JU has contracted Bull to deliver the LUMI-AI supercomputer in Finland, using AMD Instinct MI430X GPUs and 6th Gen EPYC 256-core processors. Deployment is planned for the second half of 2027.
technology
AWS and NVIDIA say they plan to deploy 2 million additional NVIDIA GPUs across AWS infrastructure in 2027–2028, alongside new work on CPUs, networking, memory, models and robotics.
technology
NVIDIA says it has agreed to acquire Hugging Face for $12,930,300,000 and intends to preserve the platform’s support for open models, multiple cloud providers and different accelerator types.
technology
Samsung Electronics has announced a partnership with Mistral AI to develop on-premises AI systems for chip design, defect detection, equipment optimisation and semiconductor manufacturing.
technology
Samsung and ASML are expanding their semiconductor-manufacturing partnership, including Samsung's planned use of High NA EUV for future DRAM high-volume manufacturing by 2028 and participation in a 12-inch photomask initiative.
technology
AMD says select Versal RF adaptive SoCs will support native UCIe 1.1 links for co-packaged chiplets, with production chiplets expected alongside select devices in the fourth quarter of 2027.