Arm announces its first in-house semiconductor, the AGI CPU with up to 136 cores, claiming double the performance per watt of x86 chips. Meta, OpenAI, and Cloudflare among first customers.
NVIDIA announced a strategic $2 billion investment in AI cloud provider Nebius Group, partnering to develop hyperscale AI factories and deploy over 5 gigawatts of NVIDIA computing capacity by 2030 to meet surging global AI demand.
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.
