AI data center supply chain news — week 29, 2026
4 items · 2026-07-20 to 2026-07-23 ·all news · newer: week 30, 2026 (1) · older: week 27, 2026 (1)
product launch
- AAI 2026: AMD Delivers Full-Stack Compute for the Agentic AI Era — newsroom:amd, 2026-07-23AMD plans to provide comprehensive compute solutions across the entire stack for AI applications.
- AMD and Cerebras Announce Industry-Leading Ultra-Low-Latency and High Throughput AI Inference Solution — newsroom:amd, 2026-07-23AMD and Cerebras jointly announced a new AI inference solution that promises both ultra-low latency and high throughput.
- Microsoft to Deploy Next-Gen AMD Instinct and AMD EPYC Processors as the Companies Expand Their Long-Term Strategic Partnership — newsroom:amd, 2026-07-20Microsoft announced the deployment of next-generation AMD Instinct accelerators and AMD EPYC CPUs to continue its strategic partnership with AMD.
other
- AMD and Anthropic Announce Strategic Partnership to Deploy Up to 2 Gigawatts of AMD Instinct MI450 Series GPUs — newsroom:amd, 2026-07-22AMD and Anthropic are partnering to deploy up to 2 gigawatts of AMD Instinct MI450 series GPUs.
Covered this week
Parts: Merchant GPUs / accelerators, Server CPUs, Hyperscaler custom ASICs, Rack-scale systems
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