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Moor Insights analyst who warned the deal could become a lock-in play wearing open-source clothing.
AMD unveiled Helion, a rack for running AI agents with up to 32,768 CPU cores, at the OCP summit in San Jose on October 12. Buyers can plan around a November 2026 target. AMD had not published pricing, The Next Web reported.
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Data Center Watch counts 843 organized opposition groups and nearly four dozen stalled projects in three months. California's seven new statutes make grid, water and clean energy commitments a condition of approval.
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Gavin Newsom signed seven bills on Monday that end blanket environmental exemptions and push grid upgrade costs onto operators, in a quarter when US developers saw 45 projects worth an estimated $68 billion blocked or delayed.
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In IEEE Spectrum's account of the 2026 compute market, reasoning and agentic workloads have pushed serving toward memory-heavy silicon, and Amazon now runs a single inference job across two vendors' chips.
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Three weeks after closing on Modular, Qualcomm put Mojo under Apache 2.0 and extended support to six vendors' chips. The bet is that the arbitrage layer beats the lock-in.
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