Company
AMD
AMD builds the Instinct accelerators that give frontier labs an alternative to Nvidia.
AMD21d ago
AMD spends $8.2bn on Fei-Fei Li's World Labs to chase Nvidia into robotics
AMD's second-largest deal ever hands it spatial-intelligence models and a marquee chief scientist as the AI market pivots from text to physical world.
2 min read · 28 September 2026
AMD2mo ago
AMD didn't buy compute demand. It bought someone to fix ROCm
Up to $5bn into Anthropic, two gigawatts of MI450, and a clause putting Claude to work on AMD's software stack. Guess which part AMD actually needed.
3 min read · 22 July 2026