In 2026, AI infrastructure is being reshaped by strategic consolidation and innovation among chipmakers Nvidia, AMD, and Intel. Nvidia pursues vertical integration with a $2 billion Marvell investment...
Cerebras Systems has filed for an IPO to raise up to $26.6 billion, aiming to expand its AI chip business and challenge Nvidia's dominance. The company’s wafer-scale engine technology, supported by it...
Flex Ltd announced it will spin off its Power & Cloud division into an independent company focused on AI infrastructure. The new entity aims to accelerate innovation and better serve the growing AI co...
Huawei projects $12 billion in AI chip revenue for 2026, driven by strong domestic demand amid geopolitical tensions. This growth coincides with Nvidia’s market share in China falling to near zero due...
AMD's stock rose 55% following a quarterly report showing record data center revenues and strong GPU sales. The company's growth reflects hyperscalers' shift toward multi-vendor strategies to enhance ...
Cerebras Systems filed for an IPO in March 2026 to fund expansion of its wafer-scale AI processors designed for large-scale AI training and inference. The company aims to scale manufacturing and softw...
Tenstorrent has launched its Galaxy superclusters, a networked AI hardware architecture designed to improve inference speed and capacity for complex AI workloads. The system targets agentic workflows ...
Marvell Technology Group's stock price has rallied in early 2026 due to its strategic focus on custom AI chips and optical networking hardware. However, the stock faces resistance near $170 amid stron...
Thinking Machines, led by former OpenAI CTO Mira Murati, has partnered with Nvidia to build gigawatt-scale AI infrastructure to meet the growing computational demands of agentic AI systems. The collab...
South Korean AI chip startup Rebellions raised $400 million in early 2026 to accelerate development of AI inference chips targeting Nvidia’s market dominance. The funding signals rising competition an...