AMD specific news
AMD seals another mega AI chip supply deal with Meta worth up to $60 billion (Proactive)edit
AMD seals another mega AI chip supply deal with Meta worth up to $60 billion AMD had signed a similar pact with OpenAI last year, which was hailed as a vote of confidence in its chips and software, significantly boosting its stock price, while Meta has separately struck a deal with Nvidia to buy millions of AI chips.
Publication : The Indian Express
AMD lands $60B AI chip deal with Meta, challenging Nvidia’s dominance (Proactive)edit
Under the agreement, AMD will provide up to six gigawatts of AI computing power for Meta s data centers over the coming years. To understand the size of that commitment, one gigawatt can power hundreds of thousands of homes.
Publication : ET Edge-insights
AMD clinches second mega chip supply deal, this time with Meta (Proactive)edit
Advanced Micro Devices said on Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years in a deal that allows the Facebook owner to purchase as much as 10% of the chip firm.
Publication : The Economic Times
India’s semicon business push triggers race for domain expertsedit
Earlier this month, FM Nirmala Sitharaman announced the launch of the second phase of India Semiconductor Mission with a Rs.1000 crore outlay under the FY27 budget. As the industry expands in scale and complexity, the demand for special capabilities too continues to outspace supply, executive ET said. AMD India, which houses about a quarter of the company’s global workforce, is looking to ramp up its engineering teams across CPU, GPU, AI, platform engineering and software development to support its product roadmap and growing customer demand in data centres, AI and high-performance computing.
Publication: The Economic Times
AMD clinches second mega chip supply deal, this time with Meta Platformsedit
AMD has secured its second major chip supply deal this year, partnering with Meta Platforms to provide advanced AI-accelerator chips for Meta’s next-generation AI infrastructure. The multi-year agreement includes the supply of high-performance GPU capacity and marks a strategic expansion of AMD’s presence in large-scale AI deployments, reinforcing its position against competitors in the AI hardware market.
Publication: Hindustan Times
AMD, Meta sign multi-year dealedit
AMD and Meta have agreed a multi-year, multi-generation partnership to deploy up to 6 GW of AMD Instinct GPUs for Meta’s next-generation AI infrastructure, with the first 1 GW rollout set for the second half of 2026. The deal expands their existing collaboration, aligns silicon, system and software roadmaps, and includes a performance-based warrant for up to 160 million AMD shares tied to deployment and milestone targets.
Publication: The Hans India
Meta to buy AMD AI chips in $100 bn deal with option for 10% stake (Proactive)edit
Meta will buy AMD s latest chips, the MI450, to help power data centres. The 6gigawatt agreement will see shipments supporting the first gigawatt deployment set to start during the second half of this year. The agreement could potentially be worth more than $ 100 billion.
Publication : Business Standard
Competition in news
Qualcomm, Arduino Join Get Set Learn to Introduce Physical AI in Schoolsedit
Edtech startup Get Set Learn has partnered with Qualcomm Technologies and open-source electronics company Arduino to bring physical AI and future-ready STEAM (science, technology, engineering, arts, and mathematics) education to schools across India.
Publication : Analytics India Mag
All eyes on Nvidia results today – 5 things to watch as it offers future of global AIedit
All eyes are on Nvidia as it prepares to report earnings on February 25, a report that many investors see as a key test for the strength of the global artificial intelligence boom. The results for the quarter ended January 25, 2026, are expected to show whether demand for AI chips is still strong and whether companies are continuing to spend heavily on AI infrastructure.
Publication : The Financial Express
Nvidia could launch laptop chips this year with Dell, Lenovo models: Reportedit
The company is said to be working on two tracks — one with MediaTek on an Arm based system on a chip design, and another with Intel that would combine Intel CPUs with Nvidia GPU PC makers such as Dell and Lenovo are reported to be working on systems based on the Nvidia Media Tek chip.
Publication : Business Standard
Partner in news
India’s AI Growth To Surge 10x, Says Dell s Vivek Mohindraedit
That was the central message delivered by Dr Vivek Mohindra, Special Advisor to the Vice Chairman & COO of Dell Technologies Global at the AI Impact Summit 2026 India is at the cusp of very significant changes and progress on the back of AI with very bold aspirations which are not only bold for India, but they are very bold when you put it in the context of global aspirations that lots of other countries have, he says.
Publication : Business World
Dell’s Three-step AI Playbook Powers India s Execution Eraedit
At the AI Impact Summit 2026, Venkat Sitaram, Senior Director and Country Head – Infrastructure Solutions Group (ISG) at Dell Technologies India, sat down for an exclusive conversation with BW Businessworld to unpack how Dell is quietly building the backbone of India s AI economy one rack, one use case and one village at a time.
Publication : Business World
Apple Eyes Touchscreen OLED MacBook Pro with Dynamic Island for 2026 Debutedit
Apple appears to be preparing one of the most significant design shifts in the history of the MacBook Pro. According to a report by Bloomberg’s Mark Gurman, the company is developing touchscreen MacBook Pro models that could launch toward the end of 2026. If the report holds true, the upcoming lineup may also introduce a feature familiar to iPhone users — Dynamic Island.
Publication : The Hans India
ASRock Industrial Highlights AIoT Solutions at Embedded World 2026edit
Also featured is the AI BOXA395, powered by AMD Ryzen AI MAX+ 395, which brings workstation class AI performance into a single, compact system, delivering high AI compute density for demanding edge inference AI development, and data-intensive workloads.
Publication : Times Tech
Industry news
Tattvam AI Exits Stealth, Raises $1.7 Mn to Automate Chip Designedit
London-based semiconductor startup Tattvam AI has announced that it raised $1.7 million in pre-seed funding led by Seedcamp to automate semiconductor chip design using AI. EWOR, Entropy Industrial Capital, Concept Ventures, and semiconductor angel Stan Boland also participated in the round.
Publication : Analytics India Mag
Hiring in semiconductor design GCCs rebound in India in Q4 2025edit
Job openings in the Indian semiconductor design global capability centres (GCCs) increased in the October-December period last year (Q4 2025), with November and December recording the strongest month-on-month uptick in job openings during the year, though hiring volumes remained below early-2025 levels, a report showed on Wednesday.
Publication : Ians Live
ESR enters data centre market with Rs 900 crore investment in Navi Mumbaiedit
Asia-Pacific focused real asset owner and manager ESR is foraying into India’s data center market with a plan to invest around Rs 900 crore to develop a hyperscale, multi-storey asset in Navi Mumbai’s Rabale locality.
Publication : The Economic Times
China adds chip design services to encouraged imports listedit
China has added services related to chip design as well as chip equipment research, development and maintenance to its catalogue of services encouraged for imports, according to a document released by the Commerce Ministry on Wednesday.
Publication : The Economic Times
AI for inclusive growth: Overcoming the urban-rural gapedit
In the end, an ecological strategy that integrates technology, institutions, and human agency is what holds the potential of inclusive AI in India. Making decisions that enable every child in a village school, every farmer in a rain-shadowed area, and every small business owner to take part in and profit from the intelligence revolution is more important than simply providing algorithms.
Publication : Ians Live
India’s semicon business push triggers race for domain expertsedit
Companies such as Micron, AMD, Applied Materials and L&T Semiconductor are seeking specialised talent in chip design, verification, physical design, AI accelerators and embedded software , with demand far outstripping supply at mid to senior levels.
Publication : The Economic Times
India’s semicon biz push triggers race for domain expertsedit
India’s semiconductor push is triggering a surge in hiring as companies race to build design and manufacturing capabilities. Companies such as Micron , AMD, Applied Materials and L&T Semiconductor are seeking specialised talent in chip design, verification, physical design, AI accelerators and embedded software, with demand far outstripping supply at mid to senior levels.
Publication : The Economic Times
Apple, Nvidia, Qualcomm and AMD have long ignored a ‘China warning’ from US government that threatens to ‘cripple’ American economy if comes true, claims reportedit
A report by the New York Times has said that US government officials have for years warned major American tech companies – that included Apple, Nvidia, Qualcomm and AMD about the risk of relying heavily on Taiwan for advanced computer chips. In private briefings held in Washington and Silicon Valley, national security officials have cautioned that China could attempt to retake Taiwan, a move that could severely disrupt global chip supplies.
Publication : The Times of India
How are Indian firms training LLMs?edit
At the AI Impact Summit, the Bengaluru-based startup Sarvam AI released two Large Language Models (LLMs), which are the foundation for AI systems that power services like Google’s Gemini and OpenAI’s ChatGPT.
Publication : The Hindu
Chip design GCC hiring slumps in 2025: Reportedit
India’s semiconductor design global capability centres (GCCs) saw a prolonged hiring slowdown through mid-year, followed by a cautious recovery in the Dec quarter, according to a report by Careernet.
Publication : The Times of India
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