data-center

Q4 FY2026 results, announced May 6, 2026: revenue up 20%, license revenue up 29%, and AGI CPU demand running at twice the previously stated level.

AMD's Instinct MI400 family debuts three CDNA 5 accelerators on TSMC 2nm alongside the 72-GPU Helios rack, but a production timeline dispute clouds the second-half 2026 launch.

Cisco's 3nm G300 switching silicon promises 33% better network utilization and 70% energy savings with liquid cooling, targeting the $600 billion AI infrastructure buildout.

Intel CEO Lip-Bu Tan reveals plans to build data-center GPUs and hires former Qualcomm architect Eric Demers to lead the effort.