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AMD
HardwarePublic CompanySanta Clara
64/100
↗ +28.6 (7d)
Markets & Financials
Meta's Chip Suppliers Are Now Bankrolling Its AI Spending Spree
Nvidia and AMD are putting a combined $4 billion into the $97.5 billion stock sale Meta needs to fund its AI buildout — money that could just as easily flow back to them as hardware orders.
Open Source
Liquid AI's New On-Device Model Family Is "Open" Only Below $10 Million in Revenue
LFM3 packs text, vision, audio, and a new calibrated-answer "decision" mode into six phone-sized models, but the free license stops working the moment a company scales, and nearly every performance claim behind it is Liquid's own.
Open Source
Recursive's AI-Built Coding Model Ships Open Weights — and a Benchmark Table It Grades Itself
Flint, a 40-billion-parameter coder that runs on a MacBook under Apache 2.0, is a genuine open-weight release, but the numbers meant to prove it beats the competition compare different test versions against undisclosed rivals.
Open Source
Red Hat-Backed Open-Source Inference Stack llm-d Hits 1.0, Claims Big Cost Cuts
The Kubernetes-native project, built with Google Cloud, IBM, NVIDIA and AMD, adds zero-downtime upgrades and multi-tenant controls — though its headline savings numbers come only from the partners citing them, and don't fully agree with each other.
Infrastructure
Nscale Is Pitching Anthropic a Second $45 Billion Deal Before Financing the First
Bloomberg reports the Nvidia-backed cloud developer wants to lock in another six-year, 460-megawatt compute agreement even as its own IPO filing admits it hasn't secured financing for the GPUs behind last August's $45 billion deal, and Microsoft just walked away from a different Nscale site over grid delays.
Markets & Financials
Jim Keller's Nvidia Challenger Just Doubled Its Valuation to $6.2 Billion — Can It Convert Money Into Market Share?
Tenstorrent raised $1.5 billion in a Series E that more than doubled its valuation in under two years, betting that an open, RISC-V-based alternative to Nvidia's chips and software can finally gain commercial traction.
Markets & Financials
AMD and Intel Both Just Backed the Same Tiny Optical-Networking Startup. Nvidia Didn't.
Salience Labs raised $125 million to build optical switches for AI data centers — and the investor list is more telling than the number, with two rival chipmakers' venture arms chasing networking independence from Nvidia's ecosystem.
Open Source
Liquid AI Open-Sources Its Decision Models, Betting Edge Hardware Wants Answers Instead of Tokens
A week after launching d1 as a hosted API that reportedly undercuts GPT-6.1 Sol and Claude Opus 5.5 by up to 200x on narrow classification tasks, Liquid AI released smaller open-weight versions built to run directly on phones, cameras and robots.
Markets & Financials
AMD pays 8.2 billion in stock for Fei-Fei Li's World Labs
The all-stock deal values the two-year-old spatial-intelligence startup well above the roughly 5 billion mark investors set just eight months earlier, and reframes AMD's rivalry with Nvidia around physical AI.
Open Source
Ego-centric robotics datasets are the fastest-growing thing on Hugging Face nobody is talking about
While quantized chat models chase downloads, a cluster of first-person robot-perception datasets is climbing three separate leaderboards at once — a quieter, more durable signal of where open AI infrastructure is headed.