Timeline
Nvidia's next-gen AI rack system delayed to 2028.
Next-gen AI rack system delayed to 2028
Nvidia's next-gen AI rack system delayed to 2028
Next-gen AI rack system delayed to 2028 due to manufacturing snags
Nvidia invested in SSI; amount undisclosed.
Nvidia weighs $250B guarantee for OpenAI's Ohio campus lease with $350B chip financing deal
AMD and Cerebras launched disaggregated inference platform at Advancing AI 2026
AMD and Anthropic announce strategic partnership to deploy up to 2GW of MI450 GPUs
AMD provides $3.6M MI355X cluster access to vLLM and SGLang maintainers
Launched PCIe-based GPU for AI workloads targeting existing servers
Ecosystem
AMD
Nvidia
Evidence (15 articles)
Aehr Test Systems Lands $41M AI Chip Order; H2 Bookings Top $92M
Apr 16, 2026AMD Backs UALink Open Interconnect to Challenge NVIDIA NVLink in AI
Apr 17, 2026Jensen Huang's 30-Year TSMC Battle: From 3D Graphics to AI GPUs
Apr 23, 2026OpenAI's MRC Protocol Sprays Packets Across 100+ Paths to Fix GPU Stragglers
May 6, 2026Meta Deploys Millions of Amazon Graviton CPUs for AI Agents
Apr 24, 2026AMD Launches PCIe GPU for AI Workloads, Targets Existing Server Install Base
May 8, 2026NVIDIA Vera CPU Benchmarks: 1.55x Faster Than Intel Xeon in Phoronix Tests
May 27, 2026McKinsey: AI Infrastructure Value Creation Outpaces Business Capture
Apr 6, 2026+ 7 more articles