Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune

## Episode Summary In this episode, we cover: - **Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxNUkFOZG5JWlRIblJ6dXk0a3pOZjQyRWdKQ1B3cG92MUdYY1VrMzltZ1BFdnE0bVBsbTI1bGdFd3dXT3hPM1lpYm9uejlqTkxQdmhIeWRnRXZVdU8zX21FMkgyOExmc09pR2tfNFF0cWlYMWVkeHpNNEI1cjFOa3NYNDBORkV5R0VwOWNFUnYtRFkwQk5Gdm9nV0lVTG9qc0RlaUYwd2RPRXNVa2g5VHl5SmhYVllMQmJBZHUzRm9uT3cyVm1GT2c4OWNYaw?oc=5) - **Nvidia has shipped 'hundreds of thousands of Grace standalone servers’ — GPU firm pivots messaging as CPUs take center stage in agentic data centers - Tom's Hardware** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxNZDFUd1hlVWNlN3hwRE9saXBmUHBqbS1wcGxwb002bGN6SVpXYnN0UHhGNng0N25EcWZORlAzWVZfLXdPLVpHalItSkZDUFgyMC0tMUU0MG8wOTlVVERLaDQyYnB0YVNyWW1ZYm9xZUZjUEwxOWpBOEdLVGtqXzFWNl9EUEdkQnBEd0kwbFg2T0xCSTVpVDlramtrN3pUcnhENkVXMjRUc1pOSURaenlLNWJLbklLQkV3S2FQN01aVU0xS1p0cHlvdWZsb3FUSHBFcU1GOHhYQ1dmNVNCY0RESm1FRE11c2xzb28xSTFjZGQ5YzBFUnZfX1I4N2RCMmRGRjMzekJrc3p4aDJlVmdDV1Y4Rk8tNWQyV1lVeQ?oc=5) - **AMD takes the wraps off its Instinct MI455X AI accelerator — CDNA 5 and Helios rack-scale architecture combine to take the fight to Nvidia in the data center** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/gpus/amd-takes-the-wraps-off-its-instinct-mi455x-ai-accelerator-cdna-5-and-helios-rack-scale-architecture-combine-to-take-the-fight-to-nvidia-in-the-data-center) - **Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxObkJTSE1abHpyNU9ic25LdXVnS2lWWHk3ZEwwS25mMGp0TlNHWXdhTHoySnpNUk5VbEo3ZEpDelpOVExsMW5POFc4Zm1LRGdLcDlnSG5MQ0hsNndLeVl4WlVPOW5kM0VGZmR6c0JkLWlFNTVnT3d3a21vUGY5amtFcTdvRmZNT01RblRCbTNrcFpiY2c?oc=5) - **AMD and Cerebras partner on low-latency, high-throughput AI inference — EPYC processors in Helios rack-scale infrastructure paired with Cerebras' Wafer-Scale Engine (WSE) solutions** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/amd-and-cerebras-partner-on-low-latency-high-throughput-ai-inference-epyc-processors-in-helios-rack-scale-infrastructure-paired-with-cerebras-wafer-scale-engine-wse-solutions) --- *Sponsored by LimitLess AI*