AMD plans to ship Helios, its first rack-scale AI system to rival
AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for artificial intelligence …

Google is developing a specialized server chip, informally dubbed
Sources: Google is developing a specialized server chip, informally dubbed “Frozen v2”, that integrates Gemini AI model blueprints in the silicon, set for 2028 — Google is working on a new server chip that would directly integrate the blueprint of its Gemini AI model …
parts of the Trump administration are reigniting efforts
The Trump administration is showing signs it could ban cutting-edge Chinese AI models — a momentous move that could lock in dominance by OpenAI and Anthropic.