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AMD is working with Cerebras to combine AMD Helios and Cerebras wafer-scale chips for an AI inference solution to make workloads faster; CBRS closed up 4.86% (Phoebe Liu/The Information)
AMD and Cerebras announced a technical collaboration to integrate AMD Helios server infrastructure with Cerebras' wafer-scale chips for AI inference acceleration, driving immediate market sentiment reflected in a 4.86% stock gain for Cerebras.
Jul 24, 2026
Sources: Apple is looking for chip companies to buy to boost its AI server chip efforts as it struggles with the performance of its servers running on M2 Ultra (The Information)
Apple is seeking to acquire chip companies to improve its AI server chip capabilities after encountering performance limitations with its current M2 Ultra-based servers.
Jul 15, 2026
Nvidia and AI chip startup d-Matrix are combining their hardware in a new system to power AI models, the latest example of Nvidia partnering with rivals (Phoebe Liu/The Information)
Nvidia and d-Matrix announced a hardware integration partnership to co-power AI models, positioning collaborative alliances — not competition — as Nvidia’s strategic response to rising AI chip rivals.
Jul 9, 2026
Sources: Anthropic has initiated early-stage development of a custom AI server chip and held preliminary discussions with Samsung about manufacturing the chip (Qianer Liu/The Information)
Anthropic begins developing custom AI server chip, discusses manufacturing with Samsung.
Published Jul 2, 2026 · Analyzed Jul 4, 2026