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MediaTek will use NVIDIA’s NVLink Fusion platform to integrate customer-designed accelerators into rack-scale data centers, backed by a $3.5 billion convertible bond investment.

Amazon disclosed multi-year, multi-gigawatt Trainium capacity commitments from Anthropic and OpenAI alongside triple-digit growth in its custom silicon and cloud AI divisions.

Meta has outlined plans for four custom accelerator generations developed with Broadcom, shifting internal hardware from recommendation training toward low-precision generative AI inference while sharing rack designs.