The AI Infrastructure Arms Race: AMD Helios, Etched, and Google’s 24.8B Quarter
OpenAI committed 750 billion dollars through 2030, AMD unveiled Helios to challenge Nvidia’s rack-scale dominance, Etched doubled its valuation to 10.3 billion in seven months, and Google Cloud posted 24.8 billion in a single quarter. Here is what the AI infrastructure consolidation means for your procurement decisions in 2026.