AMD and Meta announced a multi-year 6GW agreement deploying custom Instinct MI450 GPUs and EPYC CPUs for Meta's AI inference workloads, with AMD issuing Meta a warrant for up to 160 million shares.

Nvidia reported record fiscal Q4 2026 revenue of $68.1B, up 73% year-over-year, with data center revenue surging 75% to $62.3B and Q1 guidance of $78B beating analyst expectations.

Defense Secretary Pete Hegseth gave Anthropic until Friday to allow unrestricted military use of its Claude AI or face a Pentagon supply-chain-risk ban and potential Defense Production Act enforcement.