AMD announces MI350P PCIe AI accelerator card with 144GB of HBM3E — roughly 40% faster in FP16 and FP8 theoretical compute compared to Nvidia's H200 NVL competitor

Nvidia invests $300 million in Corning to build three new US-based optical fiber plants — AI infrastructure deal would boost fiber production capacity by over 50%

SpaceX files for $55 billion semiconductor fab in rural Texas for Musk's Terafab — total chipmaking fab investment could reach $119 billion

AMD Ryzen AI Max+ PRO 495 APU could arrive with 192GB of unified memory — leaked PassMark benchmarks suggest modest update over Strix Halo

Apple considering Intel and Samsung for US chip production, report claims — consumer electronics giant looks to diversify supply chain amid chip shortages

Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer CPUs and physical AI