Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC

## Episode Summary In this episode, we cover: - **Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWdIBrAFBVV95cUxQbU1GQm44YUdzT19wdVhFS1A4N25LMnp5NmlnMS1vZEZLdktUa2pCNlRkOElYYnNPSGxTcGNKeHA3QktGc0ZNVDYxTlNEZ01GM1phYUMwWEprU2htcjltSEFJa0FLLUkzZUIzN3F6N2NnTDNqSlZBVk9xYXJfM1M5d25TOGJaM0lHcURLZllvUjFUb1M2ZC1rMUFEUjYxcV9rdTdwQWg0cUtUSEpy?oc=5) - **The great data center delay: Why your AI chips are stuck in 2026 - Manufacturing Dive** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxOQVpWcE1vRTVLbzZ2TUJUeml6SUF0SGY5aG5wVWVZUlRWdGJwMHA1djBuMm1KejBpZmlUTXlkWGJlN2J1ZVBhQm1CZDlLTW5pZ2ZtSGRJcW12dTBjcks3NFhNUGpJZHE5cXI3VEpZVUIwLW5VVGlGM0pmSkd1b1hTN1hlQlZmYUxsTGZveUFZaUU0eUx1b1E?oc=5) - **Nvidia Brings Blackwell GPUs to Enterprise Data Centers - Data Center Knowledge** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMirgFBVV95cUxPV0NWRV9oRDl0YzB6UDJxV1ZaUjk0WmlFTFVoNExMMjJNTEFobjdqdzR1M2tobUw5QWNWNEhJdlp0QnB1alJyZUFOTks4YkF4STNUUGZxY19KZHU3RklJSjhNMHdwYjdwSmVMdTFUNmxPTGZna2Z3aFB5N2FuOURScEZZMUZJWVVBWFVQbDExT1pRcmI3MGdYMlFZVXdFU0h0R21hNzBwLU1IMXZoZXc?oc=5) - **NEO Semiconductor's revolutionary 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen memory HBM alternative** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/neo-semiconductors-revolutionary-3d-x-dram-for-ai-processors-has-passed-proof-of-concept-validation-company-secures-funding-to-develop-next-gen-memory-hbm-alternative) - **Meet the Biggest Threat to Nvidia in AI Chips. It's Not AMD, Intel, or Broadcom. - AOL.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMifEFVX3lxTE9lWW4wejk1QldjNkVNN2tzUDR6VDBITlhxT0RXb2lsUmxRTWRmNnBESnI3Z1JsQlJlU0R0WUFDazE4Q2h2VEdqUEpISEwzcmdlcWZFckRDQjI1ZWQzSTVUQkpNekQySzVtMWhQbVNTc0IwY1JLdnlsT0c3N1A?oc=5) --- *Sponsored by LimitLess AI*