A five-session rally tied to AI agent demand made AMD a trillion-dollar chipmaker, strengthening a currency it already uses in warrants for two large AI customers, OpenAI and Meta.
Intel's next Xeon pairs 256 cores with 16 memory channels on its 18A-P process, while its Crescent Island inference card packs up to 480GB of memory in a 350-watt air-cooled design.
The Department of Veterans Affairs deal has a one-year base, two one-year options and a $1.6 billion ceiling, bundling AI agents, Slack, MuleSoft, Data 360 and Tableau.
Marc Benioff announced the five-year pledge on July 7, 2026, ahead of the AI for Good summit in Geneva, weeks after a matching Italy pledge, with no spending split.
