amd, nvidia and openai Updates

The artificial intelligence sector is experiencing rapid expansion and intense competition, with significant investments in infrastructure and a growing focus on AI chip development. Oracle is set to deploy 50,000 of AMD's upcoming MI450 AI chips in its data centers starting in the third quarter of 2026, a move that bolsters AMD's challenge to Nvidia's dominance in the AI processor market. These deployments, part of larger AI superclusters utilizing AMD's Helios platform, are expected to expand further in 2027 and beyond. This partnership follows AMD's substantial deal with OpenAI to supply AI chips. Meanwhile, Amazon is enhancing its AI capabilities with tools like Amazon Bedrock, which is now used to analyze medical reports and secure AI agents through its AgentCore Identity feature. The global demand for AI chips is projected to peak around 2028, potentially doubling sales for South Korean chip manufacturers, driven in part by Nvidia's anticipated $1 trillion investment in data center infrastructure. High Bandwidth Memory (HBM) is a key area of growth, with market sales expected to reach $41.6 billion this year. Amidst this growth, concerns are rising about a potential AI market bubble, with venture capital heavily concentrated in a few major companies like OpenAI and Anthropic, while early-stage funding rounds are declining. In response to the economic impact of AI, some propose taxing AI companies to fund labor market interventions and infrastructure, as seen in Senator Mark Kelly's 'AI for America' plan. Educational institutions are also adapting, with Poole College of Management launching a Business AI Certificate program. In the realm of robotics, Figure AI's humanoid robot, despite significant funding, still shows limitations in practical tasks. Additionally, integrations like Poggio and Highspot are enhancing sales enablement by providing AI agents with better customer context.

Key Takeaways

• Oracle will deploy 50,000 AMD MI450 AI chips in its data centers starting in Q3 2026, with expansion planned for 2027 and beyond.
• AMD's MI450 chips will be used in Oracle's AI superclusters, featuring AMD's Helios rack design integrating GPUs, CPUs, and networking.
• This partnership strengthens AMD's position against Nvidia in the AI chip market, following AMD's deal with OpenAI.
• Amazon Bedrock is being utilized for analyzing medical reports and securing AI agents through its AgentCore Identity feature.
• Global AI chip demand is predicted to peak around 2028, potentially doubling South Korean chip sales, with Nvidia expected to invest $1 trillion in data centers.
• The High Bandwidth Memory (HBM) market is projected to reach $41.6 billion this year.
• Concerns exist about a potential AI market bubble due to concentrated venture capital funding in a few key companies like OpenAI and Anthropic.
• A proposal suggests taxing large AI companies to fund labor market interventions and infrastructure upgrades.
• Figure AI's humanoid robot, despite significant funding, still faces limitations in performing everyday tasks.
• Poole College of Management has introduced a Business AI Certificate program for professionals.

Oracle to use AMD's new AI chips starting 2026

Oracle plans to use 50,000 of AMD's upcoming MI450 AI chips in its data center computers beginning in the third quarter of 2026. This move is part of a growing trend where major tech companies are building more computing power to meet the high demand for AI services. The announcement also shows AMD's effort to become a strong competitor to Nvidia in the AI processor market. Oracle and AMD expect the deployment to expand further in 2027 and beyond.

Oracle Cloud to use 50,000 AMD AI chips, challenging Nvidia

Oracle Cloud Infrastructure announced it will deploy 50,000 AMD graphics processors starting in the second half of 2026. This decision shows that cloud companies are increasingly offering AMD's GPUs as an alternative to Nvidia's leading AI chips. Oracle plans to use AMD's Instinct MI450 chips, which can be assembled into larger systems for advanced AI algorithms. This move comes after AMD's recent deal with OpenAI to supply processors.

Oracle cloud services to feature AMD's upcoming AI chips

Oracle will offer cloud services using Advanced Micro Devices' MI450 artificial intelligence chips, aiming to meet the high demand for AI infrastructure. The companies plan to deploy 50,000 MI450 processors starting in the third quarter of 2026, with further expansion planned for 2027 and beyond. This deal provides AMD with another major client for its new chips and helps Oracle broaden its processor options. The AI superclusters will use AMD's 'Helios' rack design.

Oracle deploys AMD AI chips, boosting competition with Nvidia

Oracle Cloud Infrastructure announced it will deploy tens of thousands of AMD's new artificial intelligence chips starting in the third quarter of 2026, with plans to expand in 2027 and beyond. This partnership aims to meet the growing demand for AI infrastructure and increases competition with Nvidia. The deal follows AMD's recent multibillion-dollar agreement with OpenAI to supply AI chips. Financial terms for the Oracle-AMD deal were not disclosed.

AMD and Oracle partner for AI chip deployment

AMD will deploy 50,000 of its advanced AI chips in Oracle data centers starting in the second half of 2026. This partnership boosts AMD's position against rival chipmaker Nvidia. Oracle will use AMD's Instinct MI450 GPUs, the same chips also being deployed by OpenAI. This deal is the latest in a series of AI infrastructure partnerships among major tech companies.

AMD and Oracle partner on AI superclusters with 50,000 GPUs

AMD and Oracle are collaborating to deploy 50,000 next-generation MI450 Instinct graphics cards and Zen 6 Epyc CPUs for Oracle's cloud infrastructure. This 'AI supercluster' deployment is set to expand in 2027 and beyond. The system will use AMD's Helios rack design, integrating GPUs, CPUs, and networking solutions for AI training and inference. This partnership aims to challenge Nvidia's dominance in the AI hardware market.

AMD launches Helios AI platform, partners with Oracle

AMD has introduced its 'Helios' platform, designed for AI-first data centers and compliant with Meta's Open Rack Wide specification. This platform combines AMD Instinct GPUs, Epyc CPUs, and Pensando networking interfaces. AMD claims Helios offers greater memory capacity than Nvidia's upcoming Vera Rubin GPUs. Oracle will be the first customer, deploying the Helios system starting in Q3 2026, with further expansion in 2027.

Oracle to deploy 50,000 AMD chips for AI workloads

Oracle will deploy approximately 50,000 of AMD's upcoming Instinct MI450 chips starting in the third quarter of 2026. This move expands Oracle's offerings beyond Nvidia hardware and supports the growing demand for AI capacity. AMD's MI450 is expected to be released before Nvidia's Vera Rubin GPUs. The AI superclusters will use AMD's Helios rack architecture. This collaboration is part of larger industry investments in AI infrastructure.

AMD AI chips to be widely used by Oracle

Advanced Micro Devices announced that Oracle will deploy a significant number of its forthcoming MI450 AI chips starting in the third quarter of 2026. Oracle plans to install 50,000 of these semiconductors in its data center computers. The systems will include AMD processors and networking components, marking a key step in AMD's competition with Nvidia in the AI processor market.

New dashboard analyzes medical reports using Amazon Bedrock

A new medical report analysis dashboard has been developed using Amazon Bedrock, LangChain, and Streamlit. This tool helps healthcare providers interpret complex medical data, compare test results to reference ranges, and analyze health trends over time. Medical reports are stored in Amazon S3 and processed through LangChain. Users can interact with the dashboard via a Streamlit interface, asking natural language questions that Amazon Bedrock answers with visualizations.

Amazon Bedrock AgentCore Identity secures AI agents

Amazon Bedrock AgentCore Identity provides secure identity and access management for AI agents and automated workloads. It offers centralized agent identity management, a token vault for storing credentials like API keys and OAuth tokens, and native support for OAuth 2.0 flows. This feature integrates with existing identity providers and the AgentCore SDK to simplify development. AgentCore Identity ensures agents have secure access to AWS resources and third-party services.

Korean chip sales to reach record levels by 2028

Global demand for AI chips is expected to peak in 2028, potentially doubling sales of South Korean-made chips. An expert from Hyundai Motor Securities predicts Nvidia will invest $1 trillion in data center infrastructure, driving AI chip demand. The market for high bandwidth memory (HBM) is projected to grow significantly, with sales reaching $41.6 billion this year. Korean semiconductor companies are expected to perform well until 2028.

AI chip demand peak in 2028 to boost Korean chip sales

Demand for global AI chips is predicted to reach a short-term peak in 2028, which could double the sales of Korean-made chips. Roh Geun-chang, head of Hyundai Motor Securities' research center, noted that Nvidia is expected to invest around $1 trillion in data center infrastructure. The market for high bandwidth memory (HBM) is forecast to grow explosively this year, reaching $41.6 billion. Korean semiconductor companies are expected to see strong performance through 2028.

Bloom Energy CEO outlines AI power vision

Bloom Energy founder and CEO KR Sridhar discussed his vision for America's AI power future. He joined Brookfield Global Head of AI Infrastructure Sikander Rashid to talk about their $5 billion partnership. This collaboration aims to power the future of AI in America.

Capital One Auto innovates car buying with AI

Capital One Auto is using innovation, including AI-driven tools, to create a more transparent car buying experience. They have developed tools like Auto Navigator, an online marketplace, and an AI assistant to help consumers and dealers. Capital One Auto also uses a real-time fraud detection tool for dealers. The company is investing in mobility startups and has an innovation hub called 'The Garage' to foster new ideas.

Concerns rise over potential AI market bubble

Investors are growing concerned about a potential bubble in the AI market due to soaring valuations and massive investments in a few key companies like OpenAI, Anthropic, and Databricks. Venture capital money is heavily concentrated, with over 40% of US venture capital going to just ten companies. While AI funding hit an all-time high, the number of early-stage funding rounds is falling, and the amount raised by venture capitalists themselves is at its lowest level since 2017 in some regions.

Democrats propose AI tax for redistribution

Senator Mark Kelly's 'AI for America' plan suggests taxing large companies involved in AI to fund labor market interventions and infrastructure upgrades. This approach shifts from previous Democratic proposals that focused heavily on AI regulation. The plan aims to channel profits from AI growth into public priorities like workforce development and energy systems. This strategy seeks to manage AI's economic and social impacts without directly restricting innovation.

Figure AI humanoid robot shows limitations

Visiting Figure AI, a startup focused on humanoid robots, revealed that their newest robot, Figure 03, still has limitations. While the company has raised $1 billion at a $39 billion valuation, the robot struggled with tasks like picking up dropped laundry. This observation suggests that while AI advancements are fueling optimism in robotics, practical applications like household chores are not yet fully realized. Figure AI believes their robots are on a trajectory of rapid improvement.

Poole College launches Business AI Certificate

Poole College of Management has launched a new 12-credit hour Business AI Certificate program. This program is designed for professionals to learn how to lead AI adoption, evaluate its impact, and use tools like machine learning and generative AI. It offers hybrid learning options, flexible completion within four years, and stackable credits toward a master's degree. The certificate teaches professionals to use AI as a partner for competitive advantage.

Poggio and Highspot integrate for sales enablement

Poggio, a customer context engine, and Highspot, a go-to-market platform, have integrated their systems. This integration brings Highspot's sales content into Poggio's 'POVs' (Points of View), helping sales teams and AI agents understand customer challenges better. The goal is to equip sellers with the right solutions and value messages to close more deals. This collaboration aims to drive insight to action and enhance sales performance.

Sources

• AMD Says Oracle Is Committing to Widespread Use of New AI Chips
• Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition
• Oracle to offer cloud services using AMD's upcoming AI chips
• Oracle Will Deploy AMD’s AI Chips—Challenging Nvidia
• AMD gets another vote of confidence in the AI chip wars — this time from Oracle
• AMD and Oracle partner to deploy 50,000 MI450 Instinct GPUs in new AI superclusters — deployment of expansion set for 2026, powered by AMD's Helios rack
• AMD debuts Helios rack-scale AI hardware platform at OCP Global Summit 2025 — promises easier serviceability and 50% more memory than Nvidia's Vera Rubin
• Oracle to deploy 50,000 AMD chips for AI workloads
• AMD Says Oracle Is Pledging Widespread Use of New AI Chips
• Medical reports analysis dashboard using Amazon Bedrock, LangChain, and Streamlit
• Securing AI agents with Amazon Bedrock AgentCore Identity
• AI Infrastructure Surge Expected to Propel Korean Chip Sales to Record Levels by 2028
• Global AI chip demand peak in 2028 to double Korean chip sales: Expert
• Bloom Energy CEO unveils vision for America’s AI power future: ‘Manufacturing intelligence’
• The Role of AI and Innovation in the Future of Car Buying
• Investors are on edge as talk of an AI bubble gets louder
• Democrats pivot on AI: Less regulation, more redistribution
• What I Learned Watching a Humanoid Robot Do Laundry
• ‘Harness AI as a Partner’ With Poole College’s New Business AI Certificate
• Poggio and Highspot Join to Arm Enterprise Sellers and AI Agents with Best Sales Plays--the Right Solution and Value Message to the Right Buyers--to Close More Deals