Meta reportedly struck a chip deal with AMD worth up to $100 billion, including warrants and equity incentives, aiming for "personal superintelligence." Meanwhile, Nvidia challenger MatX raised $500 million, planning to deliver dedicated Transformer chips by 2027. These investments show that big tech companies are actively seeking alternatives to Nvidia.
The Stargate AI data center project is reportedly delayed due to control disputes and funding issues among OpenAI, Oracle, and SoftBank. On the other hand, China plans to boost monthly 7nm/5nm wafer production to 100,000 within two years, targeting 500,000 by 2030, despite yield and tooling constraints. This highlights both cooperation and competition in the global AI infrastructure race.