AMD

Aug 9, 2026 chipsinfrastructure

AMD and Cerebras split AI inference into two separate stacks

On July 23, 2026, AMD and Cerebras announced a partnership pairing AMD's Helios rack-scale systems with the Cerebras Wafer-Scale Engine in one disaggregated inference stack: Helios handles prompt processing and long context, Cerebras takes over memory-bandwidth-heavy token generation. The partners expect the combination to deliver up to 5x higher tokens per second per watt, a figure from AMD and Cerebras modeling that compares Helios plus the Wafer-Scale Engine against a Cerebras WSE-only configuration. Availability comes through Cerebras Cloud in the second half of 2026.

Aug 9, 2026 infrastructurepolicy

Europe opens its call for seven AI gigafactories worth 30 billion euro

On July 30, 2026, the European Commission officially opened the call for up to seven AI gigafactories, combining advanced chips, cloud and data centers to train next-generation AI. Roughly 10 billion euro of public funding is designed to unlock about 20 billion euro in private investment; bids close November 12, winners are expected in early 2027, and sites should be operational around mid-2028. 76 consortia across 10 countries have signaled preliminary interest.

Aug 9, 2026 chipsmoney

Intel posted its strongest revenue growth in 15 years

Intel's Q2 2026 results, reported July 23, showed revenue of $16.1 billion, up 25 percent year over year against $14.4 billion expected, with adjusted EPS of $0.42 doubling the $0.21 estimate. The Data Center and AI segment surged 59 percent on AI server demand, and the stock jumped about 13 percent after hours. CEO Lip-Bu Tan called it the company's strongest quarterly revenue growth in more than fifteen years.

Aug 9, 2026 chipsmoney

Chinese GPU maker MetaX filed for a Hong Kong IPO

Shanghai-based GPU maker MetaX, founded by former AMD engineers, has confidentially filed for a Hong Kong listing targeting an IPO by the end of 2026, per SCMP. The move comes about six months after its December 2025 Star Market debut, when the stock surged nearly 700 percent on day one after raising 4.2 billion yuan (about $596 million). The plan is H shares of up to 5 percent of enlarged capital, funding next-gen GPU development as Beijing pushes Chinese AI firms off Nvidia silicon.