February 25, 2026
Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’
Meta's ambitious $100 billion deal with AMD marks a significant shift in the AI chip landscape, as the social media giant seeks to diversify its hardware suppliers beyond Nvidia. This multiyear agreement, which includes a 160 million-share warrant, underscores Meta's commitment to expanding its data center capacity and advancing its 'personal superintelligence' initiatives. The deal could potentially make Meta a 10% stakeholder in AMD, highlighting the strategic importance of AI infrastructure in the tech industry's future.
New Funding Rounds
New Product Launches
Notable Takes
OpenAI's COO expressed skepticism about AI's penetration into enterprise business processes, challenging the narrative that AI is replacing traditional SaaS models. Meanwhile, Anthropic's ongoing dispute with the Pentagon over AI guardrails highlights the tension between innovation and regulation in defense tech.
Industry Moves
ProducerAI's integration into Google Labs marks a significant collaboration in AI-driven music production, while Anthropic's new enterprise plug-ins aim to expand its market reach by automating tasks across various business sectors.