New physical attacks are quickly diluting secure enclave defenses from Nvidia, AMD, and Intel
On-chip TEEs withstand rooted OSes but fall instantly to cheap physical attacks.
Qualcomm Steps Into Data Center Arena With New AI Chips to Rival Nvidia, AMD
Qualcomm unveils AI200 and AI250 chips to challenge Nvidia and AMD, marking its bold entry into the booming AI data center market.
The post Qualcomm Steps Into Data Center Arena With New AI Chips to Rival Nvidia, AMD appeared first on TechRepublic.
Wall Street analysts explain how AMD’s own stock will pay for OpenAI’s billions in chip purchases
by Julie Bort
AMD’s unusual deal to finance OpenAI’s chip purchases could grant the AI model maker up to $100 billion, analyst estimates.
AMD wins massive AI chip deal from OpenAI with stock sweetener
ChatGPT maker will be allowed to buy 10% of AMD for a penny per share.
AMD to supply 6GW of compute capacity to OpenAI in chip deal worth tens of billions
AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker, helping accelerate its momentum in the AI industry.
Intel and AMD trusted enclaves, the backbone of network security, fall to physical attacks
The chipmakers say physical attacks aren’t in the threat model. Many users didn’t get the memo.
Cohere hits $7B valuation a month after its last raise, partners with AMD
by Julie Bort
A fresh $100 million and an interesting partnership with AMD has slightly bumped Cohere’s valuation up.
After falling behind in generative AI, IBM and AMD look to quantum for an edge
As IBM and AMD look to regain ground after falling behind on the generative AI boom, the move could position them as key infrastructure players in a future where quantum and AI converge.
Nvidia, AMD may sell high-end AI chips to China if they pay US a cut
by Ram Iyer
The global AI chip race narrative used to be about U.S. national security, but apparently now it’s about tariffs: Nvidia and AMD have agreed to pay the U.S. government 15% of the revenue they make from sales of high-end AI chips to China in exchange fo…
Trump’s AI Action Plan aims to block chip exports to China but lacks key details
The AI Action Plan offers a path, but not a concrete plan, for what the administration is thinking when it comes to chip export restrictions.
Chinese firms rush for Nvidia chips as US prepares to lift ban
H20 chips, designed to skirt export bans, are back after Trump meets with CEO.
AMD acqui-hires the employees behind Untether AI
AMD has acqui-hired the employees behind Untether AI.
AMD takes aim at Nvidia’s AI hardware dominance with Brium acquisition
Brium is a startup that builds machine learning applications to enable AI inference, the process a trained AI model uses to draw conclusions from new data, across a variety of different hardware options.
NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions
by Ivan Mehta
NVIDIA and AMD will soon begin selling new GPUs made for AI workloads in China to comply with US chip export restrictions.
AMD buys silicon photonics startup Enosemi to fuel its AI ambitions
by Kyle Wiggers
AMD has acquired Enosemi, a startup designing custom materials to support silicon photonics product development. The terms of the deal, announced Wednesday, weren’t disclosed. Silicon photonics uses light — photons — to transmit data, offeri…
AMD strikes a deal to sell ZT Systems’ server-manufacturing business for $3B
Semiconductor giant AMD followed through with its plan to spin out ZT Systems’ server-manufacturing business. AMD announced on Monday that it was selling ZT Systems’ server-manufacturing business to electronic manufacturing services company…
TensorWave raises $100M to grow its AMD-powered cloud infrastructure
by Kyle Wiggers
TensorWave, a data center provider building facilities primarily with AMD hardware, has raised $100 million as it seeks to further build out its data center infrastructure. The funding round was led by Magnetar and AMD Ventures, and brings the company&…
AMD estimates $800M charge on US license requirement for AI chips
by Kyle Wiggers
AMD says that the U.S. government’s license control requirement for exporting AI chips to China and certain other countries may impact its earnings materially. If AMD doesn’t successfully obtain a license, the company could be on the hook f…
Major Manufacturing Shake-up: Intel Agrees to TSMC Takeover of Chip Foundries, Sources Say
TSMC will take a 20% stake in the joint venture by contributing chipmaking expertise and staff training to Intel, according to The Information.
Microsoft Finally Expands Copilot+ AI Features to Intel and AMD-Powered PCs
Windows brings AI-powered creative tools to AMD and Intel PCs, including Cocreator in Paint and new Restyle Image and Image Creator features in Photos.
Who is Intel’s New CEO? 5 Key Things to Know About Lip-Bu Tan
Lip-Bu Tan plans to make Intel a “world-class” products company and foundry, as well as delight customers.
Intel Foundry Shake-Up: TSMC Proposes Shared Takeover with Chip Giants
The Taiwanese chipmaker intends to run operations of Intel’s fab division but does not want to own more than 50% of it and is looking for more than one partner.
Trump Calls for CHIPS Act Repeal, Slams ‘Horrible’ Subsidies
by Megan Crouse
The president’s comments are on the heels of Taiwanese chipmaker TSMC committing $165 billion to U.S. facilities.
AMD’s Radeon RX 9070 and 9070 XT Deliver 20% to 40% More Power, Challenging NVIDIA
by Megan Crouse
The $549 and $599 price points put these GPUs in intense competition with NVIDIA’s RTX 50-series. Plus, AMD committed to an AI telecom solution layer at Mobile World Congress.
Framework’s first desktop PC is optimized for gaming and local AI inference
Framework, the company that is better known for its modular, repairable laptops, just released its first desktop computer. It’s a small desktop PC that punches above its weight. The most interesting part is what’s inside the device. Framework is one of…