Reviewed supply-chain research, ordered by source publication date. Collected news and filings are available in the command center.
Selected company reports, ordered by event date or source publication date. A report is not proof of a new order, completed delivery or financial impact.
AMD · Cisco
AMD and Cisco report HUMAIN systems are live
Reported change: The companies announced live MI355X and EPYC infrastructure using Cisco networking in Saudi Arabia. A separate 250 MW expansion is planned to begin in 2027; it is not delivered capacity.
Read the source for its scope; no prior-state comparison is recorded here.
Source published:
Read source: AMD · HUMAIN production deploymentCoreWeave · NVIDIA
CoreWeave reports Rubin NVL72 validation
Reported change: Its second-quarter release reports bring-up and validation of NVIDIA Vera Rubin NVL72. The release does not specify the milestone date or establish broad commercial availability.
Read the source for its scope; no prior-state comparison is recorded here.
Source published:
Event timing is not stated; the source publication date is shown.
Read source: CoreWeave · Q2 2026 resultsAMD · Anthropic
AMD and Anthropic announce MI450 partnership
Reported change: The companies announced a strategic partnership to deploy up to 2 GW of MI450-series GPUs. This is an announced deployment plan, not confirmation of completed deliveries.
Announced plan; completed delivery is not established by this item.
Source published:
Read source: AMD · Anthropic strategic partnershipSources added / reviewed
Source published:
Equinix expanded NVIDIA collaboration for its Inference Exchange distributed AI-inference program.
Event timing is not stated; the date above is not a new business event.
Source published: 2026-09-02
Equinix expanded NVIDIA collaboration for its Inference Exchange distributed AI-inference program. ↗Product progress
Source published:
The companies announced live MI355X and EPYC infrastructure using Cisco networking in Saudi Arabia. A separate 250 MW expansion is planned to begin in 2027; it is not delivered capacity.
AMD and Cisco collaborate on the business described in the sources.
AMD and Cisco announced on August 31, 2026 that HUMAIN production infrastructure using AMD Instinct MI355X GPUs, EPYC CPUs and Cisco networking was live in Saudi Arabia.
Source published: 2026-08-31
AMD, Cisco and HUMAIN expand Saudi Arabia AI infrastructure as AMD Instinct systems go live ↗Sources added / reviewed
Source published:
Joint HUMAIN deployment combines AMD compute with Cisco networking
Event timing is not stated; the date above is not a new business event.
Sources added / reviewed
Source published:
Salesforce and Anthropic expanded their partnership with Claudeforce and launched a Salesforce-in-Claude integration for governed sales workflows.
Event timing is not stated; the date above is not a new business event.
Source published: 2026-08-27
Salesforce and Anthropic expanded their partnership with Claudeforce and launched a Salesforce-in-Claude integration for governed sales workflows. ↗Sources added / reviewed
Source published:
Cisco expanded Secure AI Factory with NVIDIA for enterprise, neocloud and sovereign-cloud rack-scale infrastructure.
Event timing is not stated; the date above is not a new business event.
Source published: 2026-08-25
Cisco Expands Secure AI Factory with NVIDIA for the Rack-Scale Era ↗Sources added / reviewed
Source published:
Cisco announced Supermicro compute integration into Secure AI Factory with NVIDIA, with offerings planned from October 2026.
Event timing is not stated; the date above is not a new business event.
Source published: 2026-08-25
Cisco announced Supermicro compute integration into Secure AI Factory with NVIDIA, with offerings planned from October 2026. ↗Sources added / reviewed
Source published:
Sandisk and Unis hold a venture that distributes Sandisk products and develops storage systems in China
Event timing is not stated; the date above is not a new business event.
Source published: 2026-08-17
Sandisk fiscal 2026 Form 10-K: SDSS supply and Unis venture ↗Sources added / reviewed
Source published:
Sandisk disclosed purchases under an SDSS flash-product supply agreement; SDSS is controlled by JCET through its subsidiary
Event timing is not stated; the date above is not a new business event.
Source published: 2026-08-17
Sandisk fiscal 2026 Form 10-K: SDSS supply and Unis venture ↗Product progress
Source published:
Its second-quarter release reports bring-up and validation of NVIDIA Vera Rubin NVL72. The release does not specify the milestone date or establish broad commercial availability.
Event timing is not stated; the date above is not a new business event.
Sources added / reviewed
Source published:
AMD identifies continued CXL technology collaboration with Montage in its CXL 3.2 memory-expander announcement.
Event timing is not stated; the date above is not a new business event.
Source published: 2026-07-31
Montage's CXL 3.2 memory-expander trial-production release describes compatibility and memory expansion for next-generation Intel Xeon platforms. ↗Sources added / reviewed
Source published:
Montage's CXL 3.2 memory-expander trial-production release describes compatibility and memory expansion for next-generation Intel Xeon platforms.
Event timing is not stated; the date above is not a new business event.
Source published: 2026-07-31
Montage's CXL 3.2 memory-expander trial-production release describes compatibility and memory expansion for next-generation Intel Xeon platforms. ↗Partnership change · Planned
Source published:
The companies announced a strategic partnership to deploy up to 2 GW of MI450-series GPUs. This is an announced deployment plan, not confirmation of completed deliveries.
Sources added / reviewed
Source published:
MI450 capacity roadmap; first 1GW expected 1H2027
Event timing is not stated; the date above is not a new business event.
Sources added / reviewed
Source published:
MI355X use described in partnership release
Event timing is not stated; the date above is not a new business event.
Sources added / reviewed
Source published:
Microsoft and Mistral expanded their strategic partnership, including a commitment to use Mistral's European GPU capacity and broader model distribution.
Event timing is not stated; the date above is not a new business event.
Source published: 2026-07-21
Microsoft and Mistral expanded their strategic partnership, including a commitment to use Mistral's European GPU capacity and broader model distribution. ↗Sources added / reviewed
Source published:
Helios roadmap expected 2H2026; EPYC and Pensando collaboration
Event timing is not stated; the date above is not a new business event.
Source published: 2026-07-20
Microsoft expands AMD Instinct, EPYC and Pensando deployment ↗Sources added / reviewed
Source published:
Existing Azure AMD deployment
Event timing is not stated; the date above is not a new business event.
Source published: 2026-07-20
Microsoft expands AMD Instinct, EPYC and Pensando deployment ↗Sources added / reviewed
Source published:
Qualcomm documents Snapdragon X2 series processors in Microsoft Surface Copilot+ PCs for on-device AI.
Event timing is not stated; the date above is not a new business event.
Source published: 2026-07-17
Qualcomm documents Snapdragon X2 series processors in Microsoft Surface Copilot+ PCs for on-device AI. ↗Sources added / reviewed
Source published:
中兴与沐曦等合作伙伴共同参与OEX+dOCS架构Matrix超节点项目。 ZTE and MetaX collaborate on the Matrix supernode project.
Event timing is not stated; the date above is not a new business event.
Sources added / reviewed
Source published:
ASML disclosed use of its High NA EUV equipment for selected Intel 18A Panther Lake layers
Event timing is not stated; the date above is not a new business event.
Source published: 2026-07-15
ASML disclosed use of its High NA EUV equipment for selected Intel 18A Panther Lake layers ↗
