AI data center supply chain news — week 31, 2026

2 items · 2026-08-04 to 2026-08-06 ·all news · newer: week 33, 2026 (2) · older: week 30, 2026 (1)

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AMD Acquires Taalas to Advance Compute Solutions for Rapidly Growing AI Inference Market — newsroom:amd, 2026-08-06
AMD acquired Taalas to enhance compute solutions specifically for the fast-growing AI inference market.
Merchant GPUs / accelerators, Hyperscaler custom ASICs

earnings

AMD Reports Second Quarter 2026 Financial Results — newsroom:amd, 2026-08-04
AMD released its financial results for the second quarter of 2026, providing updates on its position in the data center and AI accelerator markets.
Merchant GPUs / accelerators, Hyperscaler custom ASICs, Server CPUs

Covered this week

Parts: Merchant GPUs / accelerators, Hyperscaler custom ASICs, Server CPUs

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