GPU (AI accelerator)

Definition

A GPU, or graphics processing unit, is a processor designed for massively parallel computation. GPUs and similar AI accelerators are the chips used to train and run modern AI models.

Why It Matters

Supply of accelerators determines who can build and deploy frontier AI, and at what cost.

Latest Coverage

• NVIDIA and Oracle expand Vera Rubin on OCI to multi-gigawatt scale; Vera Rubin NVL72 now available 28 October 2026
• ByteDance in advanced talks to buy custom MediaTek AI chips for its data centres, Bloomberg reports 15 October 2026
• Microsoft unveils Maia 300 and plans to make in-house chips its primary inference system 14 October 2026
• AMD's Lisa Su says CPU demand exceeds supply and plans a substantial supply increase in 2027 10 October 2026
• GlobalFoundries signs $2bn, five-year deal to make CoWoS silicon interposers for TSMC in New York 9 October 2026
• Synopsys signs multi-year, $1bn-plus silicon IP agreement with Amazon for custom AI chips 3 October 2026
• Synopsys and Amazon sign multi-year $1bn-plus silicon IP agreement 2 October 2026

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