Chips
Nvidia shares hit a record, briefly pushing its market cap past $5 trillion
The rally underscores how central Nvidia’s GPUs remain to AI infrastructure spending across Big Tech.
Topic
AMD
Coverage of AMD, Lisa Su, and AMD's position in the AI chip race.
4 stories · Updated 2026-04-27
More on AMD
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AMD Signs Letter of Intent With French Government to Power National AI Strategy and Exascale Supercomputer
The multi-year collaboration, signed in Paris on April 16, deepens AMD's role in Alice Recoque — France's planned first exascale supercomputer — and extends to AI research, education, and startup support across the country.
Chips
Meta Unveils Four Generations of Custom MTIA AI Chips in Bid to Reduce Reliance on Nvidia
The social media giant's accelerated silicon roadmap targets both ranking and generative AI inference, with all four chip generations deploying within two years at a pace far faster than industry norms.
Chips
Meta Strikes Multibillion-Dollar Chip Deal With AMD, Takes Up to 10% Equity Stake Option
AMD and Meta announced a sweeping chips-for-stock agreement under which Meta will acquire AI chips equivalent to six gigawatts of capacity and gain the option to purchase up to a 10% stake in AMD.
