Hardware Deals
Monitor AI hardware deals including GPU supply agreements, chip partnerships, and semiconductor contracts with NVIDIA, AMD, Intel, and others.
12
$226.5B
+4 undisclosed
Broadcom and Samsung announced a joint fixed wireless access platform that combines Broadcom’s new Wi‑Fi 8 and 50G PON SoCs with Samsung’s 5G modem to support edge AI workloads.
Samsung Electronics secured Nvidia orders for its first mass-produced HBM4 chips, with customer shipments slated for mid‑February 2026 to power Vera Rubin AI accelerators.
The U.S. Air Force awarded AIM $4.9 million in contracts to deploy its AI platform for fully autonomous heavy machinery in rapid airfield damage recovery.
OpenAI to deploy 6GW of AMD GPUs, AMD issues warrant for up to 160M shares (10% stake)
Lease-to-own deal for AI chips, deploying 300,000-550,000 NVIDIA GB200/GB300 chips for Colossus 2 data center
Nvidia to invest up to $100B in OpenAI for 10GW AI infrastructure deployment starting 2026
Tesla increases reliance on AMD AI processors alongside Nvidia
Samsung supplies AI6 chips for Tesla vehicles and robots
Multi-year GPU supply deal for Tesla's 67k H100/H200 Cortex training cluster
Multi-year GPU supply for Google Cloud AI infrastructure
Supply agreement for H100 GPUs for AWS AI services
Multi-year supply agreement for H100 and GB200 chips for Azure AI