… Anthropic has struck one of the largest compute procurement deals in the history of the AI industry, signing a contract with SpaceX to take over the full capacity of the Colossus 1 supercomputer cluster in Memphis, Tennessee. …
… While Qualcomm did not name a rival in its announcement, others frame the deal as a direct run at that top seat. The aim is what Qualcomm calls a "silicon-agnostic" compute layer that frees developers from vendor lock-in. …
… As part of that deal, Amazon committed an additional $5 billion in investment, with up to $20 billion more possible in the future. At the center of this deal is Colossus 1, a massive AI supercomputer built by SpaceXAI in record time to handle frontier-scale workloads. …
… Second is High Bandwidth Compute HBC , Qualcomm's answer to the memory wall that strangles generative AI. Rather than leaning on conventional High Bandwidth Memory HBM , it stacks compute and memory together in 3D silicon. …
… The foundation for this deal was quietly laid late last year when Qualcomm finalized its $2.4 billion acquisition of UK-based Alphawave Semi. …
… It has since signed a $38 billion multi-year compute agreement with AWS , a reported $300 billion arrangement with Oracle through the Stargate initiative, and deals with Google Cloud and CoreWeave. …
… Computex 2026 marks a significant moment for NVIDIA. The largest company in the world in terms of market cap , who is also the dominant player in AI infrastructure as well as discrete gaming GPUs, is entering a new market. That's objectively a big deal. …
ASUS ROG NUC 16 Debuts: 3-Liter AI Powerhouse With RTX 5080 and Intel Arrow Lake by Paul Lilly — Friday, May 15, 2026, 09:09 AM EDT It's been three years since Intel essentially handed the keys to the Next Unit of Computing NUC kingdom to ASUS via a licensing deal , and the company continues to cra… …
… AMD's roadmap is also a big deal for TSMC. …
… Of course, the golden rule of PC hardware still applies: if a deal looks too good to be true, it probably is. …