Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC - The AI Hardware Show

## Episode Summary In this episode, we cover: - **Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWdIBrAFBVV95cUxQbU1GQm44YUdzT19wdVhFS1A4N25LMnp5NmlnMS1vZEZLdktUa2pCNlRkOElYYnNPSGxTcGNKeHA3QktGc0ZNVDYxTlNEZ01GM1phYUMwWEprU2htcjltSEFJa0FLLUkzZUIzN3F6N2NnTDNqSlZBVk9xYXJfM1M5d25TOGJaM0lHcURLZllvUjFUb1M2ZC1rMUFEUjYxcV9rdTdwQWg0cUtUSEpy?oc=5) - **Broadcom’s AI chip revenue triples to $16.7B — custom silicon now undercuts Nvidia - Martin Cid Magazine** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxOaFZjQTJ6MlJYTndtS01SanphT1I2a1VKVTdZYmxaWXFDNWdyT1YwS2JldEV5bnZPczkxSlJSdW53cFJJWTJfVEtVWS1rZDk2ZXNoU05kNUlvcjhxRHVrMFM1ZjRqcmMxQXV3RUJqSGhpUzNyU1FGMDRwYmtuYmZWNy0zTW12ZVBzNVUw?oc=5) - **TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPZEtLT0pUSHFicmNvSlZYRUtLLXJob2xXV2VEZndWcEY3TV8tU3ltX08waTg1RDVpeEQ4S3VsRHhGNzZYQWdCT0lkaENNXzN5d0RLX3R2NVRZWm5fc1htZjE2S24xamZiS0FwNXJpdDdhMURoUUFDUWtEeEp3RUZ6ZV9sbEo5dGpWN3ZMZm13Ym9KOFo2VmZ3cUlsUnlWd3F6YVJDNHc5TC00NWlLS2U3a3ZmNXVpVzJXdjAzYy1GR29JUi1Vd1kxLTBsbw?oc=5) - **Nvidia Rubin vs AMD Helios vs Microsoft Maia 300: AI Chip Race Hits $100B [2026] - tech-insider.org** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxPdXFYa3JfTjVyQlNBRjdrTFowYy1UQV9haC11eU9EdjhoczJIRU95Q3pSMnZYS3B4U1h4X2VQWi01WmlxWE1UWEw4WWhCZlFOdmRVcWItdzdqWlVrN2EtcnpaSXVkbnJIRWRYSVNGUkxJd1hwLUNNcEdnSGJkZUpxRmk4cjJDdw?oc=5) - **Chinese AI chip start-up bets on 3D stacking to bypass US controls - South China Morning Post** (google_ai_chip) - [Read more](https://news.google.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?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC

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