AMD and Cerebras Systems have unveiled a collaboration aimed at enhancing AI inference infrastructure through a new disaggregated solution. This partnership integrates AMD’s Helios™ rackscale solutions with Cerebras’ Wafer-Scale Engine, promising ultra-low latency and high throughput for AI applications. The joint solution, which will be available via Cerebras Cloud in late 2026, optimizes the workflow by independently enhancing throughput with AMD’s technology and accelerating token generation with Cerebras’ engine. This new development targets the rising demand for AI inference capabilities that require diverse infrastructure to accommodate variable workloads and scale demands efficiently.

• Cerebras Systems (NasdaqGS:CBRS) last closed at $220.00 up 4.9%.
• Advanced Micro Devices (NasdaqGS:AMD) last closed at $539.69 down 2.3%.

In other trading, Tongfu MicroelectronicsLtd (SZSE:002156) was a notable mover up 9.8% and ending trading at CN¥76.64. In the meantime, STMicroelectronics (ENXTPA:STMPA) trailed, down 17.7% to finish the session at €47.94. On Thursday, the company announced earnings guidance for Q3 and Q4 2026, projecting significant revenue growth above typical seasonality in H2.

Best AI Chip Stocks

• Micron Technology (NasdaqGS:MU) closed at $990.21 up 3.2%.
• Broadcom (NasdaqGS:AVGO) settled at $392.47 down 1.1%.
• NVIDIA (NasdaqGS:NVDA) ended the day at $208.76 down 1.6%. Two days ago, NVIDIA formed strategic alliances to advance AI research in South Korea and expand semiconductor packaging capabilities in the U.S.

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• Access the full spectrum of 113 AI Chip Stocks including SCREEN Holdings, Advantest and Kinsus Interconnect Technology by clicking on this link.
• Want Some Alternatives? Outshine the giants: these 16 early-stage AI stocks could fund your retirement.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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