AMD specific news
From OpenAI to Nvidia, firms channel billions into AI infrastructure as demand boomsedit
AMD agreed to supply artificial intelligence chips to OpenAI in a multiyear deal that ?would also give the ChatGPT creator the option to buy up to roughly 10% of the chipmaker Nvidia is set to invest up to $100 billion in OpenAI and supply it with data center chips, in a deal giving the chipmaker a financial stake in OpenAI
Publication: The Economic Times
AMD Seems To Be Working on EXPO 1.20 Technology for DDR5 Memory, As per HWiNFO Betaedit
In the latest beta version of HWiNFO, a popular system information and hardware monitoring tool for Windows, references to AMD EXPO 1.20 support have been spotted. While AMD has not officially announced or released EXPO version 1.20, or shared a release timeline, the listing suggests that an update could be on the way.
Publication: Ign
Nvidia Joining Big Tech Deal Spree, to License Groq Technologyedit
Groq specializes in what is known as inference, where artificial intelligence models that have already been trained respond to requests from users. While Nvidia dominates the market for training AI models, it faces much more competition in inference, where traditional rivals such as Advanced Micro Devices have aimed to challenge it as well as startups such as Groq and Cerebras Systems.
Publication: Sunday Guardian Live
AMD confirms next-gen Zen 6 CPU, device specifications leaked onlineedit
AMD has released the first update on its next-generation Zen 6 CPUs. The company recently published a document on its website, revealing certain specifications of the upcoming CPU line. With the new GCC compiler update, the Zen 6 CPU will have several new IT capabilities. The performance document also confirmed that the new CPU will have FP16 support.
Publication: Sports Keeda
Why Graphics Card Prices From AMD and NVIDIA May Climb in Early 2026edit
Neither AMD nor NVIDIA has issued official statements confirming specific price changes. Both companies typically leave final retail pricing decisions to board partners and retailers. Public silence does not indicate denial, as pricing adjustments often appear without formal announcements. Industry sources continue to monitor board partner communications for further confirmation.
Publication: Tech Story
Competition in news
CP PLUS and Qualcomm announce collaboration to advance AI enabled video intelligence in Indiaedit
CP PLUS and Qualcomm Technologies have announced a first of its kind collaboration to introduce a new generation of AI enabled, insight driven video security solutions tailored for India s rapidly evolving industrial and public safety landscape.
Publication: Var India
Groq execs to join Nvidiaedit
Under the terms of the agreement, Groq’s Founder Jonathan Ross, President Sunny Madra, and other members of the Groq team will join Nvidia to support the advancement and scaling of the licensed technology. Groq will continue to operate as an independent company, with Simon Edwards assuming the role of Chief Executive Officer. GroqCloud services will remain operational without interruption.
Publication: Media Brief
How $20 billion Nvidia deal may also mean ‘big win’ for Groq employeesedit
Nvidia announced a “non-exclusive licensing agreement” with AI chipmaking startup Groq last week. Groq employees and shareholders are expected to receive substantial payouts from this deal with the US chipmaker, which is reportedly worth around $20 billion. However, no equity or ownership of the shares is being transferred in the agreement. Meanwhile, neither Nvidia nor Groq has disclosed the financial details of the licensing deal.
Publication: The Times of India
Nvidia strikes $20B licensing deal with AI chip startup Groq: What it means going forwardedit
But Nvidia’s blockbuster success has also invited an array of potential rivals, ranging from established players such as Advanced Micro Devices (AMD) and Broadcom to well-funded upstarts like Groq and Cerebras. Tech giants such as Google, Amazon, and Apple have also been developing in-house, custom-built AI chips to break their costly dependence on Nvidia’s GPUs.
Publication: The Indian Express
Nvidia licenses Groq’s chip tech, hires CEO in talent-led AI dealedit
Groq focuses on AI inference—running trained models to respond to user queries—a segment where Nvidia faces stiffer competition than in AI training, a market it currently dominates. Rivals in inference include AMD as well as startups such as Groq and Cerebras Systems.
Publication: Millennium Post
Groq, Nvidia Sign Non-Exclusive AI Inference Dealedit
Groq focuses on inference, where pre-trained artificial intelligence models react to user requests. Although Nvidia leads the market for training AI models, it encounters greater competition in inference, where traditional competitors like Advanced Micro Devices seek to compete alongside startups such as Groq and Cerebras Systems.
Publication: CIO
As AI demand rises, US networking software firm Arrcus eyes domestic whitebox vendorsedit
The Nvidia-backed company is in talks with large Indian manufacturers with integrated capabilities to build the boxes, as it aims to diversify its supply bottlenecks from Taiwan-based original design manufacturers
Publication: The Times of India
CP PLUS and Qualcomm announce collaboration to advance AI enabled video intelligence in Indiaedit
CP PLUS and Qualcomm Technologies have announced a first of its kind collaboration to introduce a new generation of AI enabled, insight driven video security solutions tailored for India s rapidly evolving industrial and public safety landscape.
Publication: Var India
Intel’s foundry ambitions under scrutiny as Nvidia declines 18A processedit
Intel’s efforts to reestablish itself as a major force in advanced semiconductor manufacturing have come under renewed scrutiny after Nvidia decided not to move forward with Intel s 18A chipmaking process. The development has raised concerns among investors about Intel s ability to attract large, high profile customers to its growing foundry business.
Publication: Var India
Partner in news
AMD Ryzen 9 9950X3D2 CPU benchmark specifications leaked onlineedit
The AMD Ryzen 9 9950 X3D2 CPU is expected to arrive as a third 16-core and 32-thread variant, and is positioned as a flagship Zen 5 chip from the Ryzen 9000 series. It is expected to retain the same 4.30 GHz base clock, but the boost clock could be toned down to reach up to 5.6 GHz. This is a 100 MHz decrease from the 9950X3D and the 9950X. Check the leaked device specifications below:
Publication: Sports Keeda
ASUS Unveils ExpertCenter P500 Desktop with AMD Ryzen 7 Desktop CPU and RTX 5060 Supportedit
The system runs on AMD Ryzen processors, with the top model using a Ryzen 7 260 at 3.8GHz. ASUS built a new Tower Air Cooler that lets the processor run at 45W TDP consistently. The company says this provides 40% better performance than similar desktops at the same price point. The cooling system uses copper heat pipes and a rear fan to pull air through the case, keeping noise at 28.7dB under heavy use.
Publication: Gizmochina
Industry news
MediaTek Eyes Increased Chip Sourcing from India as Semiconductor Ecosystem Growsedit
MediaTek Eyes Increased Chip Sourcing from India as Semiconductor Ecosystem GrowsMediaTek is open to increasing its chip sourcing from India as the country’s semiconductor ecosystem develops, reflecting the company’s confidence in India’s long-term manufacturing and design capabilities. The Taiwanese fabless chipmaker believes that sourcing from India will become viable as local foundries expand, costs improve, and domestic demand grows.
Publication: BIS Infotech
India’s electronics production rises 6-fold, exports jump 8-fold since 2014: Ashwini Vaishnawedit
“This is the real economic growth at the grassroots level. As we scale semiconductors and component manufacturing, job creation will accelerate,” one of the X posts read. PLI (LSEM) is driving manufacturing, jobs, and exports in the electronics sector. Over 1.3 lakh jobs have been created in the last 5 years, the minister said, noting that both global and Indian manufacturers participated in the growth story. Electronics is now India’s third-largest export category, climbing from seventh place.
Publication: ANI News
Is Data Centre Impact Being Undervalued in India’s GDP Calculations?edit
In the era of digital transformation, a structural shift is underway in how economies grow and how industries contribute to national output. Gross domestic product (GDP) has been the standard candle for measuring a country’s economic output, factoring in government and consumer spending, manufacturing, exports, and services.
Publication: Analytics India Mag
Why US tech giants are pouring $67.5 billion into India’s AI and data centre boomedit
US technology giants are investing tens of billions of dollars into India as the country positions itself as a key global hub for data centres and artificial intelligence infrastructure, according to a report by The New York Times.
Publication: Money Control
ESDS launches advanced data technologiesedit
ESDS Software Solution Limited, one of India’s leading sovereign cloud and data center companies, has announced a strategic partnership with Couchbase, the developer data platform for critical applications in the AIdriven world. The collaboration marks the launch of Couchbase’s cloud-native, distributed NoSQL Database-as-a-Service (DBaaS) for Indian enterprises, hosted securely on ESDS’s Sovereign Cloud infrastructure.
Publication: Trinity Mirror
Dark patterns in semi conductor diplomacyedit
Similarly, in the Quantum Race, India is being outspent. China’s public investment of $15.3 billion dwarfs India’s $1 billion. While IBM and Google scale toward 1,000-qubit processors, India’s efforts remain nascent, with the TIFR system at 7 qubits and startups aiming for 300. Without a massive infusion of R&D capital, India risks becoming a mere consumer of quantum breakthroughs rather than a creator.
Publication: Trinity Mirror
TIDCO floats tender to set up chip building & testing centreedit
Tamil Nadu Industrial Development Corporation (TIDCO) has floated a tender to establish a Centre of Excellence for Semiconductor Design and Testing Infrastructure Development which will support the full product lifecycle from design and validation to pilot manufacturing. According to sources, the centre will serve as a state-of-the-art facility supporting industries in semiconductor design, prototyping and testing.
Publication: The New Indian Express
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