AI Hardware Race Explodes: AMD vs NVIDIA, Microsoft Goes Solo. The AI hardware landscape just shifted dramatically at Co

BHK Cloud Engineering · · 1 min read

AI Hardware Race Explodes: AMD vs NVIDIA, Microsoft Goes Solo.

The AI hardware landscape just shifted dramatically at Computex 2026.

AMD welcomed NVIDIA to the local AI PC race while touting its upcoming Gorgon Halo with 192GB unified memory for agentic AI workloads.

Microsoft disclosed it was set free from its OpenAI contract and is now building its own MAI model family to pursue superintelligence from scratch.

More AI players building more models means GPU demand is going vertical.

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