Source: Company announcements
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NVIDIA announced a $3 billion equity investment tied to an expanded Meta partnership, while AMD separately announced a $1 billion strategic stake and collaboration.
The same week, both NVIDIA and AMD deepened Oracle Cloud infrastructure work. The pattern looks deliberate: hyperscalers want multi-vendor AI silicon to avoid single-supplier risk, while chipmakers lock preferred cloud and social platforms through capital as well as chips.
Samsung Warns HBM Is Sold Out as Memory Shortage Hits Consumer Devices
Samsung SDS Breaks Ground on 60MW AI Data Center in Gumi
South Korea Switches On Hangang National Supercomputer With 8,496 GPUs
Microsoft Reports Azure Revenue of $33.2B, Up 48% Year Over Year
Google Headcount Climbs to 204,757 as Wiz Deal Adds Staff
Meta Plans Up to $95 Billion Equity Raise Amid AI Infrastructure Race
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