CHIPS & INFRASTRUCTURE
Every Chips & Infrastructure story from RXed AI News over the last 30 days — 4 items.
Microsoft expands Azure's AI infrastructure with AMD's Helios, challenging @Nvidia's GPU dominance in 2026.
the-decoder.com/nvidias-grip-on-ai-chips-weakens-as…
Google's "Frozen v2" reportedly bakes Gemini's architecture into silicon, aiming for 6-10x efficiency over current TPUs.
the-decoder.com/googles-frozen-v2-chip-reportedly-b…
Anthropic reportedly in talks with Samsung to manufacture custom AI chips while keeping Nvidia close.
the-decoder.com/anthropic-reportedly-explores-custo…
Anthropic discusses new custom chip with Samsung, a week after OpenAI's Broadcom partnership. Moves highlight intensifying competition in AI hardware. Source: techcrunch.com/2026/07/02/anthropic-is-discussing-a…
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