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Meta signs NVIDIA deal

Why Nvidia’s deal with Meta is an ‘Intel killer,’ according to this analyst

Nvidia’s expanded partnership with Meta Platforms could be a bad omen for Intel. Nvidia NVDA announced on Tuesday that it will deploy more of its Arm-based Grace central processing units in Meta’s META data centers for what the chip maker called “the first large-scale Nvidia Grace-only deployment.

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Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal

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Today in tech: OpenAI's new funding, Nvidia comes for AMD & Intel

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Chip startup Taalas raises $169 million to help build AI chips to take on Nvidia

Toronto-based chip startup Taalas said on Thursday it had raised $169 million and said it has developed a chip capable of running artificial intelligence applications faster and more cheaply than conv...

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Breakfast News: Nvidia And Meta Ink Huge AI Deal

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Nvidia is moving in on Intel and AMD’s home turf

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Nvidia: The Market Wants Proof, Meta Just Gave It

On more positive news, the stock is up over 2.3% on Wednesday after the company announced a multi-year partnership with Meta for AI infrastructure.

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Nvidia’s Deal With Meta Signals a New Era in Computing Power

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Nvidia Wins Meta Deal. Its Gain Is Broadcom’s Loss.

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DLSS 4.5 wins big: 48% of gamers pick Nvidia over AMD FSR (and native) in blind gaming test

A new blind PC gaming test shows 48% of gamers prefer Nvidia DLSS 4.5 over AMD FSR and native rendering — a major win for AI upscaling.

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Is Nvidia DLSS better than AMD FSR? This survey of PC gamers might surprise you

DLSS owns FSR in battle of the upscaling techs — and native 4K can't hold a rendered candle to Nvidia's GPU booster either.

24/7 Wall St.

Did Nvidia Just Deliver a Crushing Blow to AMD?

Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has been advancing its AI chip offerings, including the Instinct MI450 series accelerators set for deployment with OpenAI starting in the second half of 2026.

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AMD vs. Nvidia: Which AI Stock Will Outperform in 2026?

AMD has been the better stock pick as of late.

AMD deepens India push with TCS in bid to rival Nvidia

AMD and TCS expand partnership to bring AMD Helios rack-scale AI to India, offering a 200MW data center blueprint and challenging Nvidia—read more.

The Information

AMD to Backstop $300 Million Crusoe Loan, Following Nvidia Playbook

Chipmaker AMD is pursuing the same growth-driving strategy that has boosted sales at rival Nvidia: lending its financial support to upstart cloud providers buying its chips. AMD will effectively guarantee a $300 million loan for data center and cloud startup Crusoe to purchase AMD’s AI chips and

Nvidia's stock is down and AMD is up. The culprit may be Arista.

Shares of Nvidia fell on Friday, while rival Advanced Micro Devices rallied after the CEO of Arista Networks said her company is shifting some workloads.

Windows Report

AMD Denies Instinct MI455X Delay, Says H2 2026 AI GPU Shipments Remain on Track

AMD denies reports of an Instinct MI455X delay, confirms H2 2026 shipments, and reaffirms its AI GPU strategy against NVIDIA Rubin.

Forget NVIDIA: This is the AI Stock to Buy in 2026

NVIDIA Corporation (NASDAQ:NVDA) remains the undisputed leader in AI hardware, but its 45x trailing P/E ratio and flat year-to-date performance suggest much of its growth story is already priced in. For investors seeking exposure to the AI revolution with better risk/reward profiles,

Tom's Hardware on MSN

AMD denies report of MI455X delays as Nvidia VR200 systems are rumored to arrive early — company says Helios systems 'on target for 2H 2026'

AMD's Helios rack-scale solution based on the MI455X accelerators, the company's major hope for AI market, may slip to 2027, whereas Nvidia may speed up roll out of the Vera Rubin platform if the latest market rumors are to be believed.