October 10, 2025

AMD specific news

What makes OpenAI and AMD partnership, one of the largest infrastructure deals to dateedit

US chipmaker AMD and OpenAI recently announced a 6 gigawatt agreement to power the AI company’s next generation AI infrastructure across multiple generations of AMD Instinct GPUs, making it one of the largest infrastructure deals to date Under the partnership, the first 1 gigawatt deployment of AMD Instinct MI450 GPUs is set to begin in the second half of 2026.

Publication: The Times of India

AMD soars 43% as OpenAI plans major chip purchaseedit

AMD shares jumped 11% on October 8, extending their weekly gain to 43% after OpenAI announced plans to buy billions of dollars in AI equipment from the chipmaker. OpenAI also entered an agreement that could give it up to a 10% stake in AMD, depending on the stock price and partnership milestones.

Publication: The Economic Times

AMD Launches Enhanced Global Channel Program with APN for Resellers and Partners (Proactive)edit

The APN will draw on the unique benefits AMD, OEMs, and value-added resellers bring to the table. AMD will provide training, enablement, marketing, and operations information in a single location, along with incentive monitoring / management tools and dashboards.

Publication: Digital Terminal

AMD expands global partner network with new training, certification, and comarketing tools (Proactive)edit

The program offers tiered benefits—from Silver to Platinum—providing all partners with core sales and technical support, while advanced tiers get exclusive comarketing, strategic initiatives, and certification through AMD Arena, webinars, newsletters, and a seller toolkit, enabling OEMs and VARs to integrate AMD solutions with client deployments.

Publication: Var India

AMD brand mentions

Sam Altman Says OpenAI To Reveal More Infrastructure Partnerships After Oracle, Nvidia, AMD Dealsedit

OpenAI CEO Sam Altman has said that the company is preparing to unveil ‘much more’ in terms of major infrastructure partnerships in the coming months, following a string of multibillion-dollar deals with Oracle, SoftBank, Nvidia, and AMD.

Publication: Business World

Sam Altman hints at more multibillion dollar deals after AMD partnershipedit

This comes after NVIDIA’s investment and AMD s strategic partnership with the company. The announcement was made during a podcast with Ben Horowitz, cofounder of Andreessen Horowitz, an investor in OpenAI. You should expect much more from us in the coming months, Altman said when asked about these recent deals.

Publication: News Bytes App

OpenAI has more big deals coming after Stargate, Nvidia and AMD: Sam Altmanedit

OpenAI chief executive Sam Altman has signalled, even after announcing the Stargate infrastructure venture and landmark partnerships with Nvidia, Oracle and AMD, that further major agreements are in the pipeline.

Publication(s): Your Story, The Times of India, Business Today, Forbes

Nvidia, AMD, Oracle and more: ChatGPT maker OpenAI has locked $1,000,000,000,000 in deals this yearedit

OpenAI has struck roughly $1 trillion worth of deals this year – an amount exceeding the company s current revenue – to secure the computing power needed to run its AI systems. The Microsoft backed artificial intelligence (AI) company’s most recent deal is with chipmaker AMD as it scrambles to obtain enough computing capacity for its services.

Publication: The Times of India

AI trade showing signs of overheating; India could gain as Wall Street rally pauses: Geoffrey Dennisedit

Commenting on the recent market action, where stocks like AMD have seen double-digit gains following a series of partnership announcements, Dennis stated that there is a perception of circularity in the sector There is some suggestion that things are just indeed going round and round, he said, referring to the chain of deals between firms like OpenAI, AMD, Nvidia, and Microsoft.

Publication: CNBC TV18

After AMD deal, OpenAI CEO Sam Altman says more infrastructure deals are on the wayedit

After AMD deal, OpenAI CEO Sam Altman says more infrastructure deals are on the way ChatGPT maker OpenAI has signed several major deals with tech giants, including Oracle, NVIDIA, Samsung and CoreWeave.

Publication: The Indian Express

Volatile Worldedit

By setting the fee at a level that makes the programme extortionate, Trump struck at the heart of the U.S.-India innovation marketplace. The immediate reaction was shock. Silicon Valley warned of talent shortages. Infosys and Wipro shares fell, while students in Indian tech institutions suddenly saw their American dreams blurred.

Publication: The Statesman

Scaling Physical AIedit

As a child, I was always fascinated with the brain, how neurons work, and how we recognise things,” he recalls. But 30 years ago, the technology was not ready to make neural networks commercially viable. His career, therefore, began in semiconductors and software, including a long stint at Xilinx, later acquired by AMD for USD 50 billion.

Publication: Entrepreneur

Competition in news

Qualcomm to Acquire Arduino, Boosting Edge AI Innovationedit

In a significant move aimed at accelerating innovation in edge computing and embedded AI, Qualcomm Technologies Inc. has announced its intention to acquire Arduino, the globally renowned open-source electronics platform.

Publication(s): BIS Infotech, ET Manufacturing

Qualcomm Focused on Building Future-Ready India, Highlights AI + 5G Leadership and Developer Upskilling at IMC 2025edit

At India Mobile Congress (IMC) 2025, Qualcomm India unveiled a powerful portfolio of technologies driving India’s digital transformation. From Edge AI and 6G to smart retail, connected homes, and compute innovation, Qualcomm reinforced its commitment to enabling scalable, secure, and intelligent solutions for India.

Publication: The Wire

US approves some Nvidia chip sales to UAE in Trump AI diplomacy stepedit

The US has approved several billion dollars worth of Nvidia Corp. chip exports to the United Arab Emirates, an initial step in implementing a controversial deal that could serve as a blueprint for American AI statecraft.

Publication(s): Business Standard, The Economic Times, Live Mint

Nvidia stock surges 2% as AI computing demand is upedit

Nvidia stock surged by 2% on Wednesday after CEO Jensen Huang said the demand for AI computing has grown at an explosive pace this year. Speaking live on CNBC’s Squawk Box, Jensen explained, “This year, particularly the last six months, demand of computing has gone up substantially.

Publication: Communication Today

Nvidia CEO Jensen Huang Says $100K H-1B Visa Fee Could Have Blocked His American Dreamedit

Nvidia CEO Jensen Huang has voiced concern over the newly introduced $100,000 H-1B visa fee, saying it could have prevented his own journey to the United States — and ultimately changed the course of his life.

Publication: The Hans India

Nvidia CEO Jensen Huang on Elon Musk’s ChatGPT rival xAI: The only, the only regret I have is …edit

Nvidia CEO Jensen Huang has expressed strong support for Elon Musk’s AI startup xAI. In a recent CNBC interview Huang revealed that his only regret was not investing more in the venture.

Publication: The Times of India

Musk’s xAI Races Toward $20 Billion Raise Fueled By Nvidia Chip Demandedit

Elon Musk’s artificial intelligence startup, xAI, is raising significantly more funding than initially planned, with Nvidia investing up to US$2 billion in equity, as reported by Bloomberg News on Tuesday, citing people familiar with the matter.

Publication: Electronics For You, Hindustan Times

Panther Lake explained: How new Intel chip will impact laptops in 2026edit

There’s a version of PC progress where you get a bigger number on a spec sheet and not much else – Panther Lake or Intel Core Ultra series 3 doesn’t seem to be anything like that.

Publication: Digit

Intel’s Panther Lake processors enter production with promise of 50% performance gainsedit

Intel’s newest processors are now into production and making a risky bet: that graphics chips, not specialised neural engines, are the future of AI computing. The Core Ultra series 3, codenamed Panther Lake, is the company’s most aggressive performance leap in years—and a fundamental departure from how every chipmaker is approaching artificial intelligence.

Publication: The Times of India

Intel to reportedly reveal tech details on its forthcoming PC chip Panther Lakeedit

As part of an effort to reassure investors about Intel’s first product made entirely using its next-generation manufacturing process called 18A, the American chipmaker plans to release technical details about its forthcoming chip for laptops, known as Panther Lake.

Publication: Var India

Inside Intel’s reboot: Sachin Katti’s blueprint for an open, heterogeneous AI futureedit

If Katti is right, 2026 will feel like an inflection not because your laptop writes better emails thanks to better on-device AI, but because your laptop joins a much larger conversation.

Publication: Digit

Inside Intel’s 18A Ramp Up: Panther Lake This Year, Clearwater Forest In 2026edit

Intel has lifted the lid on Panther Lake, its next Core Ultra Series 3 platform and the firm’s first client chip built on Intel 18A, with high-volume production starting this year at Fab 52 in Arizona and the first SKU slated to ship before end-2025; broader availability is targeted for January 2026.

Publication: Business World

Apple could launch the new M5 MacBook Pro soon but there is a catchedit

Rumours about Apple’s upcoming MacBook with the yet-to-be-unveiled M5 chip have been doing rounds for a long time.

Publication: Digit

TSMC reports better than expected sales on sustained AI demandedit

The Taiwanese company is the go-to chipmaker for major AI accelerator designers, including Nvidia Corp., Advanced Micro Devices Inc. and Broadcom Inc., and it also makes processors for iPhones and other Apple Inc. devices.

Publication: CNBC TV18

Nvidia CEO surprised by AMD, OpenAI stake dealedit

Nvidia CEO Jensen Huang said he was surprised by AMD’s decision to give OpenAI the potential to acquire about 10% of AMD’s shares through warrants as part of a new multibillion-dollar partnership. AMD, a US chipmaker, and OpenAI announced the deal earlier this week, with OpenAI committing to purchase AMD chips providing 6 gigawatts of computing power over several years, including the upcoming MI450 series.

Publication: Tech In Asia

Intel unveils Panther Lake: First AI PC chip built on 18A nodeedit

Because Panther Lake isn’t just for spreadsheets and gaming rigs. Intel is positioning it as the foundational silicon for a new breed of AI PCs – a phrase that, not long ago, felt like industry vaporware. But with Apple, Qualcomm, AMD and NVIDIA all doubling down on ondevice AI, Intel’s hand was forced.

Publication: Digit

Intel To Reveal Details On NextGen Panther Lake Laptop Chipsedit

Intel is set to unveil technical details of its upcoming Panther Lake laptop chips on Thursday, sources told Reuters, marking the company s first high-volume product built entirely on its next generation 18A manufacturing process. The announcement comes as Intel seeks to regain market share lost to Advanced Micro Devices (AMD) amid years of production challenges.

Publication: Electronics For You

Intel outlines details of first PC chip made on its new manufacturing techedit

The rollout of Panther Lake, aimed at high-end, artificial intelligence-enabled laptops, is a major test of Intel’s ability to scale its 18A manufacturing technology and reclaim PC market share lost to rival AMD.

Publication: The Economic Times

Intel details Panther Lake architecture, its first AI PC platform built on 18A processedit

Alongside Panther Lake, Intel also previewed Xeon 6+, codenamed Clearwater Forest — its first server processor built on the same Intel 18A node. Slated for release in the first half of 2026, Clearwater Forest targets massive performance-per-watt gains for data centers, marking a major step in Intel’s roadmap to compete more aggressively with AMD and ARM-based cloud processors.

Publication: The Economic Times

Partner in news

Switching from Microsoft Office to Zoho’s Writer, Sheet and Show: What works, what doesn’t and what the experience is likeedit

Ever since I started working as a journalist, the Microsoft Office suite – Word, Excel and PowerPoint – is my go-to tool so much so that they are my comfort zone now.

Publication: Money Control

Microsoft Vies for Scarce Clean Power in Asia Chipmaking Nationsedit

Microsoft Corp.’s data-center crunch will continue for longer than the company has previously outlined, underscoring the software giant’s struggles to keep up with cloud demand.

Publication: Live Mint

Google Cloud introduces Gemini Enterprise, an AI platform for businessesedit

Google Cloud has launched Gemini Enterprise, a new platform designed to bring artificial intelligence into everyday business workflows. The platform is powered by Google’s advanced Gemini AI models and connects directly with business tools such as Google Workspace, Microsoft 365, Salesforce, and SAP.

Publication: The Times of India

Decoding Zoho, India’s ‘Swadeshi’ answer to Google Workspace, Microsoft 365edit

Zoho One: Marketed as an “operating system for business”, bundling apps that manage sales, operations, finance, HR and analytics, Zoho One offers enterprise clients a flat per-employee pricing model, allowing firms to use all Zoho applications for one subscription fee.

Publication: Hindustan Times

Top Laptops Under Rs 50,000 to Buy During Diwali Sale With Unbelievable Price Cuts and Offersedit

The Lenovo IdeaPad Slim 3 comes equipped with an AMD Ryzen 7 5825U processor and offers 16GB of RAM paired with a 512GB SSD for fast storage. It features a 15.6inch FHD display and integrated AMD Radeon graphics.

Publication: Techlusive

Dell Pro 14 Essential and Pro 15 Essential laptops launched in Indiaedit

Users can choose between AMD and Intel CPU options, providing versatility in terms of performance and pricing.

Publication(s): Gadget Bridge, The Mobile Indian, Fone Arena

Small and medium businesses are the engines driving the economy, says Dell Senior Director Indrajit Belgundiedit

Available with Intel or AMD processors and starting at Rs 31,999, the series combines portability with full-size functionality, while integrating business focused features.

Publication: Digit

Dell launches Pro Laptops for SMBS in Indiaedit

The device offer up to 2.5k displays HD webcams and MIL STD 810H durability, ensuring productivity and seamless collaboration for business on the go.

Publication: News Today

Industry news

Vi showcases 5G and AI-Powered innovations at IMC 2025edit

Vi showcased a range of 5G and AI-powered use cases on the opening day of India Mobile Congress (IMC) 2025, under its theme Advantage India with Humannovations.

Publication: Communications Today

Trump s $100K H1B Fee Hits India s IT Sectoredit

India, with a $285 billion ITBPM industry, is particularly hit with the U.S. President Donald Trump signing an executive order imposing a $100,000 onetime fee on all new H1B visa applications. The policy targets foreign tech workers, citing abuse of the program.

Publication: Var India

TCS to launch a new entity to establish multiple AI and Sovereign Data Centers in Indiaedit

In an internal memo to employees in August, TCS had announced that it is integrating all its existing teams and capabilities in AI to create a new AI and Services Transformation unit. TCS veteran Amit Kapur was appointed to lead this unit globally as Chief Al and Services Transformation Officer, effective September 1, and will report to Aarthi Subramanian, Executive Director President & Chief Operating Officer, TCS.

Publication: Money Control

Tamil Nadu pursues semiconductor fab unit, builds global chip talent baseedit

Tamil Nadu is continuing its efforts to bring a semiconductor fabrication unit to the state while simultaneously building a strong talent base to serve the global chip industry, State Industries Minister TRB Rajaa said.

Publication: Communication Today

Perplexity Transferred a Trillion Parameters Between GPUs in Just 1.3sedit

Perplexity Research recently demonstrated it transferred the weights of the one trillion-parameter model Kimi-K2 from 256 training GPUs to 128 inference GPUs in just 1.3 seconds.

Publication: Analytics India Mag

Morphing Machines Raises $4.3M to Advance Chip Innovationedit

In a major boost for India’s semiconductor innovation ecosystem, Morphing Machines, a Bengaluru-based fabless semiconductor IP startup, has announced a successful raise of ?38.36 crore (~$4.3 million) in its Series A funding round.

Publication: BIS Infotech

JCER and Vayavya Labs Forge MoU to Advance AI, ML, and Semiconductor Education in Indiaedit

Speaking at the signing, Dr. Prakash K Sonwalkar, Professor & Head, Dept. of CSE (AIML) remarked, “This collaboration with Vayavya Labs is a transformative milestone for JCER.

Publication: Digital Terminal

30 Japanese component makers to invest in Gujarat to support four chip plants: Vaishnawedit

The four upcoming semiconductor projects in Gujarat are already attracting investments from ancillary and component manufacturers to support the sector in the state, said Minister for Electronics and Information Technology Ashwini Vaishnaw here on Thursday.

Publication: The New Indian Express

Gujarat’s VGRC hosts Semiconductor workforce development session, emphasising ‘From Vision to Velocity’edit

The Vibrant Gujarat Regional Conference (VGRC), held in Mehsana, successfully organised a Semiconductor Workforce Development session.

Publication: ANI News

Gearing up for a trillion-dollar semiconductor opportunity: Building a resilient supply chainedit

Semiconductors are the foundation of today’s digital economy-powering breakthroughs in consumer electronics, automotive innovation, financial services and healthcare.

Publication: Business Today

Envisioning a hybrid roadmap where CPUs, GPUs, and QPUs operate in seamless coordinationedit

At AceCloud, we see quantum processing units (QPUs) as the next step in compute stack, especially for simulation, optimization, and AI workloads. While the commercial adoption curve in India will be slower than in GPUs, we have already begun internal research-based projects for AI acceleration use cases.

Publication: Var India

Cisco Launches 8223 Routing System to Connect AI Data Centresedit

Cisco has launched the 8223 routing system, designed to connect data centres for distributed artificial intelligence (AI) workloads. The system, powered by Cisco s new Silicon One P200 chip, provides 51.2 terabits per second (Tbps) of Ethernet routing capacity, the company said.

Publication: Analytics India Mag

China bans research firm that exposed Huawei’s ‘chip secret’, expands its list of banned technology companiesedit

China has placed a known Canadian research firm TechInsights on its Unreliable Entity List, effectively banning the teardown specialist from conducting business with organisations or individuals in the country.

Publication: The Times of India

Chevron expands India hub to boost digital and AI capabilitiesedit

The company inaugurated the centre last year, marking a $1 billion investment to be made in the next four to five years. With an initial goal to hire 600 professionals by the end of 2025, it has now hired over 1000 people.

Publication: The Economic Times

Bridging the gap between AI ambition and execution in Indiaedit

India stands at the cusp of a significant AI breakthrough. Yet experts across the industry believe many companies struggle to translate AI ambition into lasting business value.

Publication: The Financial Express

Alibaba partners with NBA in multiyear AI and cloud computing dealedit

Chinese ecommerce company Alibaba Group announced on Thursday a multiyear partnership with the National Basketball Association to provide artificial intelligence and cloud computing services.

Publication: The Economic Times

Nvidia’s Jensen Huang warns the US is only ‘slightly ahead’ of China in the AI raceedit

Nvidia CEO Jensen Huang has warned that the United States is “not far ahead” of China in the global artificial intelligence race, saying the world’s two largest economies are now neck and neck across key areas such as infrastructure, AI models, and energy production.

Publication: Money Control

Taiwanese MediaTek open to get chips made in Indiaedit

Taiwanese chipmaker MediaTek, the world’s biggest chipset provider to smartphone brands apart from automotive and home product makers, has said that it is ready to get its chips manufactured in India once fab production begins here.

Publication: The Times of India

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