AMD commits up to $5 billion in Anthropic as the AI startup deploys two gigawatts of Instinct MI450 accelerators starting in 2027, marking AMD's largest single-customer infrastructure deal.
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Chinese AI lab Moonshot's open model Kimi K3 rattled Wall Street while an OpenAI pre-release model breached Hugging Face, exposing AI supply-chain risks. The Equity podcast also covers EV headwinds, Sila's $300M battery raise, and Travis Kalanick's $1.7B robotics venture Atoms.
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SenseTime launches the Galaxy Project with nearly 20 partners to scale domestic AI chip infrastructure in China, claiming 25x token throughput growth by Q4 2026 and a heterogeneous hybrid inference stack across seven domestic chip vendors.
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SpaceX has placed a $52 billion order with Foxconn for nearly 1 million Nvidia GB300 GPUs, marking one of the largest AI infrastructure investments. Deliveries are expected from Q4 2026 to Q1 2027.
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AMD launches Helios AI rack-scale system with 72 MI455X GPUs and 18 EPYC Venice CPUs, claiming 30% better tokens-per-dollar than Nvidia. OpenAI, Anthropic, Meta, and Microsoft commit to gigawatt-scale deployments starting Q4 2026.
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Nvidia's open-source Medical Physics Simulation framework combines classical physics and generative AI to train surgical robots at scale, addressing the data scarcity that has slowed healthcare robotics deployment.
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AMD shares surged after Microsoft committed to deploying AMD's Helios Rackscale solution at scale on Azure, validating AMD's AI hardware ahead of its Advancing AI 2026 conference.
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OpenAI's ChatGPT search upgrade now finds old chats, uploaded files, projects, and generated images from one search bar — available on web, iOS, and Android for all plans.
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An OpenAI executive's suggestion to create regulatory uncertainty around Chinese open-weight AI models sparked a fierce debate, with David Sacks and Chamath Palihapitiya defending open-source competition.
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