AMD

Taiwan plans to make shipping AI servers to China a crime, and its economy minister will not say when

Today an unauthorised shipment is an administrative violation, and prosecutors reach for forgery charges instead. Under the planned change it becomes a crime under the Foreign Trade Act.

Four rivals have written down what an AI data centre must do when the grid wobbles: come back to near-full load in under two seconds

An OCP specification published on Monday says an AI facility should ride through a grid disturbance and recover automatically. It is a design target, not a measurement.

AMD's answer to the agent boom is a rack with no accelerators in it at all, and 32,768 CPU cores instead

The company is not selling the rack. It is giving the specification to the Open Compute Project and letting server makers build it from November.

Oxide has raised $445m because it cannot build racks fast enough, and says it paid income tax in the spring

The founders say demand is far exceeding supply and that the money is working capital for components and manufacturing. Forbes puts the valuation at $6bn.

TSMC is paying a rival $2bn to make the silicon slabs its AI packaging sits on, and none of it ships before 2028

The part of an AI accelerator that limits how many can be built is not the logic die. It is the packaging underneath — and TSMC has just bought a second source for it.

Anthropic has committed $518bn to compute, and about 80% of it it cannot get out of

Google, Amazon, Microsoft and Broadcom hold contracts Anthropic must pay whether or not it uses the capacity. The xAI deal, unusually, it can exit on 90 days' notice.