AMD News: Latest Releases & Events
In October 2026, NVIDIA reportedly barred neoclouds that added AMD GPUs or other rival chips from GTC Berlin. Earlier, AMD acquired World Labs for $82 billion in September and in July signed a letter of intent to supply EU AI gigafactories. In February, Meta agreed to buy up to $100 billion of AMD chips, including MI540 GPUs.
All 8 AMD entries of the AI News timeline, newest first.
2026
October 2026
2026-10-16
- NVIDIA reportedly bars AMD-adopting neoclouds from GTC Berlin
SemiAnalysis reported that multiple neoclouds were refused access to NVIDIA's GTC Berlin after adding AMD GPUs, TPUs, or other competing chips to their cloud offerings, while hyperscalers with greater buying power were exempt. The move suggests escalating pressure on independent GPU cloud providers to remain NVIDIA-exclusive as they diversify their hardware. (x.com)
Nvidia
September 2026
2026-09-28
- AMD acquires World Labs for $82B
AMD has acquired spatial intelligence startup World Labs for $82 billion, with the company announcing it is joining the chipmaker. Founded in 2024, World Labs built AI for solving problems in the spatial and physical world, and the landmark deal signals AMD's aggressive push beyond chips into world-model AI capabilities. (x.com)
World Labs
August 2026
2026-08-25
- OpenAI's Jalapeño inference chip beats Nvidia Blackwell
SemiAnalysis published detailed benchmarks of OpenAI's first custom inference ASIC, Jalapeño, built with Broadcom and taped out in roughly 16 months, finding it beats every Nvidia, AMD, and Google chip tested on InferenceX throughput per MW without speculative decoding, and surpasses Vera Rubin's published perf/MW figures while matching its TCO. The results, achieved via extreme hardware-software co-design and Codex-driven kernel development, suggest a credible threat to Nvidia's CUDA moat, with production ramping through 2027. (newsletter.semianalysis.com)
OpenAI Nvidia Broadcom
July 2026
2026-07-31
- EU Pledges $11.5B for Seven AI Gigafactories
The European Commission launched a tender committing $11.5 billion in public funding to build up to seven AI gigafactories across Europe, aiming to close the compute infrastructure gap with the U.S. and China. The initiative could attract an additional $23 billion in private investment, with AMD, Nvidia, and Qualcomm signing letters of intent to supply hardware for the facilities. (aibusiness.com)
European Commission Nvidia Qualcomm
May 2026
2026-05-11
- WIRED Analysis: CUDA as Nvidia's AI Moat
A WIRED analysis piece examines how Nvidia's CUDA software platform—rather than its hardware—constitutes the company's true competitive moat in AI, creating deep lock-in effects that leave rivals like AMD (ROCm), Intel (oneAPI), and open standards like OpenCL unable to compete despite sometimes superior hardware specs. (wired.com)
Nvidia Intel
February 2026
2026-02-24
- Meta strikes $100B AMD chip deal
Meta announced a multiyear agreement to purchase up to $100 billion worth of AMD chips, including MI540 GPUs and CPUs, to diversify its AI infrastructure and support the development of personal superintelligence. The deal also includes a performance-based warrant for up to 160 million shares of AMD common stock. (techcrunch.com)
Meta
2026-02-16
- SemiAnalysis releases InferenceX v2 benchmark suite
SemiAnalysis released InferenceX v2, an open-source inference benchmark revealing that NVIDIA's GB300 NVL72 achieves up to 100x better performance than H100, while AMD's MI355X shows competitive results in FP8 but lags in FP4 composability. (newsletter.semianalysis.com)
Nvidia
2026-02-09
- 2026 Datacenter CPU Landscape Overview
SemiAnalysis publishes a comprehensive review of the 2026 datacenter CPU landscape, highlighting a resurgence in demand driven by AI reinforcement learning and agentic workflows. The report details architectural evolutions and competitive dynamics between Intel, AMD, NVIDIA, and hyperscalers, emphasizing the renewed critical role of CPUs in supporting AI infrastructure. (newsletter.semianalysis.com)
Intel Nvidia