AMD and Meta have entered into a 6-gigawatt (GW)agreement to power Meta’s next generation of AI infrastructure across multiple generations of AMD Instinct GPUs. This agreement expands on the companies’ existing strategic partnership and aligns roadmaps across silicon, systems and software to deliver AI platforms purpose-built for Meta’s workloads. The first deployment will use a custom AMD Instinc...
AMD and Meta have entered into a 6-gigawatt (GW)agreement to power Meta’s next generation of AI infrastructure across multiple generations of AMD Instinct GPUs. This agreement expands on the companies’ existing strategic partnership and aligns roadmaps across silicon, systems and software to deliver AI platforms purpose-built for Meta’s workloads. The first deployment will use a custom AMD Instinct GPU based on the MI450 architecture to deliver AI platforms that are optimized for Meta’s workloads at gigawatt-scale. Shipments supporting the first gigawatt deployment are scheduled to begin in the second half of 2026 powered by the custom AMD Instinct MI450-based GPU and 6th Gen AMD EPYC CPUs, codenamed “Venice,” running ROCm software and built on the AMD Helios rack-scale architecture. AMD Helios was developed jointly by AMD and Meta through the Open Compute Project to enable scalable, rack-level AI infrastructure. “This multi-year, multi-generation collaboration across Instinct GPUs, EPYC CPUs and rack-scale AI systems aligns our roadmaps to deliver high-performance, energy-efficient infrastructure optimized for Meta’s workloads, accelerating one of the industry’s largest AI deployments and placing AMD at the center of the global AI buildout,” said Lisa Su, chair and CEO of AMD. Mark Zuckerberg, founder and CEO of Meta said this is an important step for Meta as the company diversifies their compute. “I expect AMD to be an important partner for many years to come,” he said. In addition to the collaboration on GPUs, AMD and Meta are expanding their AMD EPYC processor partnership. Meta has been a close partner over multiple generations, deploying millions of AMD EPYC CPUs and significant deployments of AMD Instinct MI300 and MI350 series GPUs across their global infrastructure. As AI infrastructure grows in scale and complexity, CPUs are a strategic pillar of the AI compute stack, enabling efficiency, scalability and orchestration alongside GPUs. Building on deep roadma...
YouTube is expanding its likeness detection technology, which identifies AI-generated deepfakes, to a pilot group of government officials, political candidates, and journalists, the company announced Tuesday. Members of the pilot group will gain access to a tool that detects unauthorized AI-generated content and lets them request its removal if they believe it violates YouTube policy. The technolo...
YouTube is expanding its likeness detection technology, which identifies AI-generated deepfakes, to a pilot group of government officials, political candidates, and journalists, the company announced Tuesday. Members of the pilot group will gain access to a tool that detects unauthorized AI-generated content and lets them request its removal if they believe it violates YouTube policy. The technology itself launched last year to roughly 4 million YouTube creators in the YouTube Partner Program, following earlier tests. Similar to YouTube’s existing Content ID system, which detects copyright-protected material in users’ uploaded videos, the likeness detection feature looks for simulated faces made with AI tools. These tools are sometimes used to try to spread misinformation and manipulate people’s perception of reality, as they leverage the deepfaked personas of notable figures — like politicians or other government officials — to say and do things in these AI videos that they didn’t in real life. With the new pilot program, YouTube aims to balance users’ free expression with the risks associated with AI technology that can generate a convincing likeness of a public figure. “This expansion is really about the integrity of the public conversation,” said Leslie Miller, YouTube’s Vice President of Government Affairs and Public Policy, in a press briefing ahead of Tuesday’s launch. “We know that the risks of AI impersonation are particularly high for those in the civic space. But while we are providing this new shield, we’re also being careful about how we use it,” she noted. Image Credits:YouTube Miller explained that not all of the detected matches would be removed when requested. Instead, YouTube would evaluate each request under its existing privacy policy guidelines to determine whether the content is parody or political critique, which are protected forms of free expression. The company noted it’s advocating for these protections at a federal level, too, with its su...
The semiconductor industry has flourished over the past couple of years, and the bull run continues into 2026. Robust demand, fueled by the optimism surrounding artificial intelligence (AI), led to a massive surge in semiconductor sales in 2024 and 2025. This year has again started on a high note, with sales surging in January and poised to grow further, driven by a solid AI infrastructure boom. G...
The semiconductor industry has flourished over the past couple of years, and the bull run continues into 2026. Robust demand, fueled by the optimism surrounding artificial intelligence (AI), led to a massive surge in semiconductor sales in 2024 and 2025. This year has again started on a high note, with sales surging in January and poised to grow further, driven by a solid AI infrastructure boom. Given this scenario, it would be ideal to invest in semiconductor stocks, such as Analog Devices ADI, NXP Semiconductors NXPI, Taiwan Semiconductor Manufacturing Company Limited TSM and NVIDIA Corporation NVDA,which have great potential for growth this year. Semiconductor Sales Jump in January Semiconductor sales totaled $82.5 billion sequentially in January, up 3.7% from December’s total of $79.6 billion, the Semiconductor Industry Association (“SIA”) reported last week. On a year-over-year basis, semiconductor sales jumped a solid 46.1% from January 2025’s total of $56.5 billion. John Neuffer, SIA president and CEO, said, “Following the semiconductor industry’s highest-ever sales total in 2025, the global chip market continued to grow in January of this year, topping December’s results and far outpacing sales from January of last year.” This comes after a solid 2025 wherein semiconductor sales totaled $791.7 billion, a year-over-year jump of 25.6% from $630.5 billion. Microchips have become key to nearly every modern and emerging technology, including IoT, 6G, and AI. Robust demand from the automotive sector has also been helping boost sales. Meanwhile, the AI sphere remains vast and still largely untapped, prompting major technology companies to invest billions of dollars into its development. As AI applications continue to grow, the use of specialized AI chips is expanding from high-end data centers to everyday consumer electronics. At the same time, demand for memory components such as NAND flash and DRAM is starting to recover, supporting more advanced computing requir...
The semiconductor industry has flourished over the past couple of years, and the bull run continues into 2026. Robust demand, fueled by the optimism surrounding artificial intelligence (AI), led to a massive surge in semiconductor sales in 2024 and 2025. This year has again started on a high note, with sales surging in January and poised to grow further, driven by a solid AI infrastructure boom. G...
The semiconductor industry has flourished over the past couple of years, and the bull run continues into 2026. Robust demand, fueled by the optimism surrounding artificial intelligence (AI), led to a massive surge in semiconductor sales in 2024 and 2025. This year has again started on a high note, with sales surging in January and poised to grow further, driven by a solid AI infrastructure boom. Given this scenario, it would be ideal to invest in semiconductor stocks, such as Analog Devices ADI, NXP Semiconductors NXPI, Taiwan Semiconductor Manufacturing Company Limited TSM and NVIDIA Corporation NVDA,which have great potential for growth this year. Semiconductor Sales Jump in January Semiconductor sales totaled $82.5 billion sequentially in January, up 3.7% from December’s total of $79.6 billion, the Semiconductor Industry Association (“SIA”) reported last week. On a year-over-year basis, semiconductor sales jumped a solid 46.1% from January 2025’s total of $56.5 billion. John Neuffer, SIA president and CEO, said, “Following the semiconductor industry’s highest-ever sales total in 2025, the global chip market continued to grow in January of this year, topping December’s results and far outpacing sales from January of last year.” This comes after a solid 2025 wherein semiconductor sales totaled $791.7 billion, a year-over-year jump of 25.6% from $630.5 billion. Microchips have become key to nearly every modern and emerging technology, including IoT, 6G, and AI. Robust demand from the automotive sector has also been helping boost sales. Meanwhile, the AI sphere remains vast and still largely untapped, prompting major technology companies to invest billions of dollars into its development. As AI applications continue to grow, the use of specialized AI chips is expanding from high-end data centers to everyday consumer electronics. At the same time, demand for memory components such as NAND flash and DRAM is starting to recover, supporting more advanced computing requir...
(Bloomberg) — Alphabet Inc.’s Google (GOOG) is introducing artificial intelligence agents across the Pentagon’s three million-strong workforce to automate routine jobs, according to a senior defense official. Google’s Gemini AI agents, which can undertake work independently on behalf of a user who sets them tasks, will initially operate on unclassified networks, said Emil Michael, the under secret...
(Bloomberg) — Alphabet Inc.’s Google (GOOG) is introducing artificial intelligence agents across the Pentagon’s three million-strong workforce to automate routine jobs, according to a senior defense official. Google’s Gemini AI agents, which can undertake work independently on behalf of a user who sets them tasks, will initially operate on unclassified networks, said Emil Michael, the under secretary of defense for research and engineering. “We’re starting with unclassified because that’s where most of the users are, and then we’ll get to classified and top secret,” Michael said in an interview, adding that talks with Google over using the agents on the classified cloud are underway. “I have high confidence they’re going to be a great partner on all networks.” The new feature will allow civilian and military personnel at the Defense Department to build AI agents using natural language, Google Vice President Jim Kelly said in a blog post Tuesday. A Google Cloud spokesperson didn’t respond to a request for comment about whether it is negotiating to put AI agents on the classified cloud. The military’s expanding use of AI is fueling controversy at many of the cutting-edge American companies developing the technology. In the Iran war, the US has used AI to help identify targets and speed processes, allowing for the unprecedented intensity of the bombing campaign. The Pentagon has been bringing online more products from the likes of OpenAI and Google as part of a push to speed AI adoption in the military. That effort triggered its escalating feud with Anthropic PBC, which sought guardrails on using its technology for domestic surveillance and in fully autonomous weapons. In response, the Defense Department labeled the company a supply-chain risk last week. Anthropic is suing the government over the designation, which is typically reserved for companies from countries the US views as adversaries. Michael, who led negotiations with Anthropic, said the issue wouldn’t be res...
Amazon's (AMZN.US) record-breaking bond issuance shakes the market! Renewed debate on the 'AI bubble' ignited as a record AI arms race intensifies. 富途牛牛
Amazon's (AMZN.US) record-breaking bond issuance shakes the market! Renewed debate on the 'AI bubble' ignited as a record AI arms race intensifies. 富途牛牛
Neither the author, Tim Fries, nor this website, The Tokenist, provide financial advice. Please consult our website policy prior to making financial decisions. Shares of NVIDIA Corporation (NVDA) edged higher on Tuesday after AI startup Thinking Machines Lab announced a sweeping multi-year strategic partnership with the chipmaker, combining a significant equity investment with a commitment to depl...
Neither the author, Tim Fries, nor this website, The Tokenist, provide financial advice. Please consult our website policy prior to making financial decisions. Shares of NVIDIA Corporation (NVDA) edged higher on Tuesday after AI startup Thinking Machines Lab announced a sweeping multi-year strategic partnership with the chipmaker, combining a significant equity investment with a commitment to deploy at least one gigawatt of NVIDIA’s next-generation Vera Rubin processors. The deal, announced jointly by both companies on March 10, 2026, underscores the relentless appetite for AI computing infrastructure and cements NVIDIA’s dual role as both a hardware supplier and a major financial backer of the AI ecosystem. Thinking Machines Lab, founded by former OpenAI Chief Technology Officer Mira Murati, has quickly emerged as one of Silicon Valley’s most closely watched AI startups, and this partnership is expected to dramatically accelerate its ability to train frontier AI models at scale. AI Startup Partners With Nvidia for Massive Vera Rubin Deployment Under the terms of the agreement, Thinking Machines Lab will deploy at least one gigawatt of NVIDIA Vera Rubin systems, with deployment targeted for early next year. The computing capacity will be used primarily to train the startup’s artificial intelligence models and to power platforms designed to deliver customizable AI at scale. The partnership also includes a collaborative effort to design training and serving systems optimized for NVIDIA architectures, with a stated goal of broadening access to frontier AI and open models for enterprises, research institutions, and the scientific community. Financial terms of the deal were not disclosed, though industry executives have noted that one gigawatt of computing power, enough to supply roughly 750,000 U.S. homes, can carry a price tag of around $50 billion. NVIDIA has also made a direct equity investment in Thinking Machines Lab as part of the agreement, adding to its prior pa...
RHJ/iStock via Getty Images Lynas Rare Earths ( LYSCF ) ( LYSDY ) said Tuesday it revamped its rare earths supply agreement with Japan, securing a firm commitment for at least 5K metric tons/year of key magnet material neodymium‑praseodymium. Lynas ( LYSCF ) ( LYSDY ) said it will set aside up to 75% of its heavy rare earth oxide supply for Japan, with Japan Australia Rare Earths committing to ...
RHJ/iStock via Getty Images Lynas Rare Earths ( LYSCF ) ( LYSDY ) said Tuesday it revamped its rare earths supply agreement with Japan, securing a firm commitment for at least 5K metric tons/year of key magnet material neodymium‑praseodymium. Lynas ( LYSCF ) ( LYSDY ) said it will set aside up to 75% of its heavy rare earth oxide supply for Japan, with Japan Australia Rare Earths committing to buy half of the company's total heavy rare earth production. The deal keeps Lynas' ( LYSCF ) ( LYSDY ) total supply capacity at as much as to 7,200 tons/year through 2038, but locks in a $110/kg floor price for the 5K-ton annual commitment; if prices rise above $150/kg, Japan Australia Rare Earths gets 30% of the gain capped at $10M/year. Lynas ( LYSCF ) ( LYSDY ) CEO Amanda Lacaze said the deal will provide Japanese industry with a "reliable supply" of rare earth products, and "the implementation of fair market pricing will reduce price volatility for Lynas and enable continued growth and investment in our operations." More on Lynas Rare Earths Lynas Rare Earths Q2 2026 Earnings Call Transcript Lynas Rare Earths: Rare Earth Reserve Opportunity Lynas Rare Earths: Strategically Positioned, But Premium Priced In
Intel Corporation (Nasdaq: INTC) stands today at the most critical juncture in its 58-year history. After a decade defined by manufacturing delays, market share erosion to rivals like AMD and NVIDIA, and a sweeping organizational restructuring in 2024, the "Chipzilla" of old is attempting a high-stakes resurrection. As of March 2026, the industry is no longer asking if Intel can survive; they are ...
Intel Corporation (Nasdaq: INTC) stands today at the most critical juncture in its 58-year history. After a decade defined by manufacturing delays, market share erosion to rivals like AMD and NVIDIA, and a sweeping organizational restructuring in 2024, the "Chipzilla" of old is attempting a high-stakes resurrection. As of March 2026, the industry is no longer asking if Intel can survive; they are asking if its ambitious "IDM 2.0" strategy—transitioning into a world-class foundry while maintaining its design edge—can finally deliver consistent alpha for investors. With the high-volume launch of the 18A process node and the rise of the AI PC, Intel is no longer just a legacy processor company; it is a test case for the future of American semiconductor manufacturing. Historical Background Founded in 1968 by Robert Noyce and Gordon Moore, Intel was the architect of the digital age. Its shift from memory chips to microprocessors in the 1970s, led by the legendary Andy Grove, established the x86 architecture as the global standard for personal computing and data centers. For decades, "Intel Inside" was synonymous with performance leadership, underpinned by Moore’s Law. However, the 2010s saw a period of complacency. Struggles with the 10nm and 7nm process nodes allowed Taiwan Semiconductor Manufacturing Company (TSMC) to seize the manufacturing lead, while Advanced Micro Devices (Nasdaq: AMD) utilized TSMC’s superior nodes to gain massive ground in the server and desktop markets. By the time Pat Gelsinger returned as CEO in 2021, Intel was a company in crisis, trailing in both process technology and the burgeoning AI accelerator market dominated by NVIDIA (Nasdaq: NVDA). Business Model Intel’s business model has undergone a radical transformation into two distinct, yet symbiotic, entities: Intel Products: This includes the Client Computing Group (CCG), which dominates the laptop and desktop markets; the Data Center and AI (DCAI) division, housing the Xeon processor line a...
Mirra Andreeva’s Indian Wells title defense met a bad-tempered end on Monday as Katerina Siniakova stunned the Russian teenager 4-6, 7-6, 6-3. The 18-year-old opened her bid to retain her crown with a dominant 6-0, 6-0 demolition of Solana Sierra. But she was in trouble early and often against Siniakova, the world No 44, in a rollercoaster contest that ended with a shot from the Czech that hit the...
Mirra Andreeva’s Indian Wells title defense met a bad-tempered end on Monday as Katerina Siniakova stunned the Russian teenager 4-6, 7-6, 6-3. The 18-year-old opened her bid to retain her crown with a dominant 6-0, 6-0 demolition of Solana Sierra. But she was in trouble early and often against Siniakova, the world No 44, in a rollercoaster contest that ended with a shot from the Czech that hit the net cord and dribbled over in one last frustrating moment. Andreeva threw her racket as she approached the net before gesturing and appearing to swear at the crowd several times as she left the court. “I’m not really proud of how I managed it,” said Andreeva, but added the profanities picked up by courtside microphones weren’t directed at the fans. “It was to myself, to everyone, basically,” said Andreeva. “I mean, after the loss, I just get very angry, so I say those things sometimes to myself. I mean, first to myself, of course, but then, yeah, it was just anger coming out, just a lot of emotions. Not really towards anyone.” Andreeva has admitted she has struggled to contain her emotions throughout her young career, and after Monday’s loss she said it was an area she needs to address. “Those are the things that [I] really need to work on soon,” she said. “I don’t know. Not in the future but whenever I get the chance. Yeah, I hope that I can work on it and I get better in that, as well.” Siniakova, a former doubles number one, admitted the net cord shot was an awkward way to seal the win in a match that featured seven service breaks for each player and 43 break chances between them. “Of course I’m happy [the ball] went on the other side,” she said. “I was, like, should I cheer? It’s a really tricky finish. But definitely I will not say I’m not happy.” Andreeva’s gestures after the match were not her first outburst of the day. She threw her racket after losing the second set tiebreaker before smashing it, resulting in a code violation. She regrouped to break Siniakova for ...
格隆汇3月10日|包括Citadel、ExodusPoint Capital Management和Millennium Management在内的对冲基金均出现亏损,上周跌幅在1.1%至3.7%之间。Citadel旗下主力Wellington基金上周亏损2%,其中宏观业务受损明显。据知情人士透露,该基金今年2月底前累计上涨2.9%。ExodusPoint的多策略基金上周回吐年内全部收益,知情人士...
格隆汇3月10日|包括Citadel、ExodusPoint Capital Management和Millennium Management在内的对冲基金均出现亏损,上周跌幅在1.1%至3.7%之间。Citadel旗下主力Wellington基金上周亏损2%,其中宏观业务受损明显。据知情人士透露,该基金今年2月底前累计上涨2.9%。ExodusPoint的多策略基金上周回吐年内全部收益,知情人士表示该基金前两个月累计上涨2.6%。
9.55am: Mixed open as Dow falls but Nasdaq flat Wall Street opened mixed, with the Dow and S&P 500 slipping 0.4% and 0.25% respectively, while the Nasdaq was fractionally in the green, as technology and energy stocks weighed on sentiment. Salesforce led the Dow fallers with a drop of...
9.55am: Mixed open as Dow falls but Nasdaq flat Wall Street opened mixed, with the Dow and S&P 500 slipping 0.4% and 0.25% respectively, while the Nasdaq was fractionally in the green, as technology and energy stocks weighed on sentiment. Salesforce led the Dow fallers with a drop of...
Share "Mainframe: A Career Grounded in Real-World Impact" on Twitter Share "Mainframe: A Career Grounded in Real-World Impact" on Facebook Share "Mainframe: A Career Grounded in Real-World Impact" on LinkedIn From an early age, I understood the value of discipline, accountability, and showing up ready to work. At 17, I enlisted in the U.S. Army as an Intelligence Analyst–which shaped my work ethic...
Share "Mainframe: A Career Grounded in Real-World Impact" on Twitter Share "Mainframe: A Career Grounded in Real-World Impact" on Facebook Share "Mainframe: A Career Grounded in Real-World Impact" on LinkedIn From an early age, I understood the value of discipline, accountability, and showing up ready to work. At 17, I enlisted in the U.S. Army as an Intelligence Analyst–which shaped my work ethic and gave me a strong foundation that still guides me today. The structure and expectations of military service instilled habits that carried well beyond my time in uniform, especially as I began thinking seriously about my long-term future. My interest in software started even earlier, dating back to high school when I taught myself to code and build small programs simply to see what I could create. That curiosity never faded. While serving, I pursued a software engineering degree at Penn State, motivated by a clear goal: to build a stable, secure career in technology where I could apply both analytical thinking and practical problem-solving. Adapting to Face New Challenges My senior year coincided with the height of COVID, and like many others, I faced unexpected challenges. After my car was totaled in an accident, transportation became limited. To maintain financial stability, I took a security job within walking distance of my apartment. At the same time, I continued investing in my future by completing LaunchCode’s DevSecOps bootcamp for transitioning soldiers and veterans. To say this period of my life was easy would be a misnomer, but it reinforced the importance of adaptability and persistence. After completing the LaunchCode bootcamp, I was introduced to the Vitality Program as an option to continue building a technical career. The opportunity immediately stood out as a way to deepen my skills through hands-on experience and additional mentorship, and I applied without hesitation. When I was accepted into the Broadcom Mainframe Vitality Program, the opportunity bec...