Global semiconductor company designing CPUs, GPUs, and AI accelerators for data center, PC, gaming, and embedded markets.
TSMC will invest an additional $100 billion in its Arizona chip fabs after quarterly profit jumped 77%, deepening the US buildout underpinning Nvidia, Apple and AMD's leading-edge chip supply.
Jul 16, 2026Despite record data-center revenue up 92% year over year, Nvidia's stock is up just 3.2% in 2026 while AMD has gained 171% and Micron 304%, as Broadcom's custom AI chips reshape the competitive order.
Jul 6, 2026AMD launched the $3,999 Ryzen AI Halo, a compact workstation for running AI models up to 200B parameters locally, betting enterprises want to own inference hardware over rising cloud API costs.
Jul 6, 2026AMD's Ryzen AI Halo desktop kit makes running large local AI models genuinely simple, but at roughly $4,000, it reframes the 'run AI at home' pitch as a premium enthusiast and small-business purchase rather than a mass-market one.
Jul 6, 2026Odyssey, the Los Angeles startup founded by self-driving veterans Oliver Cameron and Jeff Hawke, raised a $310 million Series B at a $1.45 billion valuation to build 'world models' -- AI systems that simulate physical environments with real-world physics for robotics, autonomy, and interactive media. The round was led by Natural Capital, with Amazon, AMD Ventures, GV, Jeff Dean, Elad Gil, Garry Tan, Guillermo Rauch, and Kyle Vogt participating, and notably routes the company onto AWS Trainium after it had earlier taken Nvidia's money.
Jun 17, 2026AI infrastructure startup Odyssey raised a $310M Series B from a syndicate including Natural Capital, Amazon, AMD Ventures, GV, and EQT. Strategic backers across the compute stack signal a bet that the AI build-out still needs new infrastructure layers, not just more GPUs.
Jun 17, 2026