Tata Consultancy Services and AMD partner to buildout India's AI infrastructure with Helios. A major opportunity for AMD. https://www.amd.com/en/newsroom/press-releases/2026-2-15-amd-and-tcs-to-bring-state-of-the-art-helios-rac.html
Jim McGregor
@tekstrategist
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Tech Strategist tracking AI, quantum, neuromorphic, and other key technologies changing the dynamics of the tech industry.
Meta bets big on NVIDIA's AI data center technology stack. A deal that could be worth tens to hundreds of billions of dollars. https://nvidianews.nvidia.com/news/meta-builds-ai-infrastructure-with-nvidia
2026 is the year of capacity constraints for semiconductors and the broader tech industry. Read more about it from TIRIAS Research on Forbes. https://www.forbes.com/sites/tiriasresearch/2026/02/16/2026-is-the-year-of-semiconductor-capacity-constraints/
AMD sets a new standard for gaming CPUs with the Ryzen 7 9850X3D for just $499. Check out the TIRIAS Research review on EETimes.com https://www.eetimes.com/amd-sets-the-standard-for-gaming-cpus-with-ryzen-7-9850x3d/
My fellow Technologist and I dig into recent tech earnings and what they mean on the latest TechStack episode. Join in and see what we see. https://www.youtube.com/watch?v=iefehBDvDGY
Tech Earnings Deep Dive: Intel, AMD, Qualcomm & NVIDIA Futures
TI continues broadening its product portfolio with the acquisition of Silicon Labs. Silicon Labs adds valuable products and technology, including wireless tech, controllers, and sensors.
Qualcomm is in its best position as a company with record earnings, but issued a warning about future earnings due to memory constraints - a theme that will be consistent throughout the tech value chain in 2026.
Qualcomm ramps up its RISC-V development with the acquisition of Ventana Micro Systems. Combined with its custom Oryon CPU architecture, Qualcomm is well-positioned to support any processor instruction set architecture. https://www.qualcomm.com/news/releases/2025/12/qualcomm-acquires-ventana-micro-systems--deepening-risc-v-cpu-ex?mkt_tok=Mzg1LVRXUy04MDMAAAGep5kpfoCY1W6wWZ5BoFYbzF6fpvBfsEZN6--JDDy9ty2KyXMJU9zBBB201rKAmnyME13W9yBwh4DGEDRg928HmHl6FrOeVhZqt1LmXXzfDLFERw
The #AI data center buildout is driving competition, capacity, and strategy in memory & storage. Most recently, Micron Technology announced that it is shifting away from the consumer market to support the industry's needs. https://www.reuters.com/business/micron-exit-crucial-consumer-memory-business-2025-12-03/
@nvidia continues to use its AI leadership to reinvest in the industry. This time with a $2B investment with @Synopsys to further the tools for #AI chip development. ttps://www.reuters.com/technology/nvidia-invests-2-billion-chip-design-software-provider-synopsys-2025-12-01/