Advanced Micro Devices Inc.’s Advancing AI 2026 keynote this week was Chief Executive Lisa Su’s bid to redefine the company from a “graphics processing unit alternative” to a full-stack artificial intelligence infrastructure vendor and to make this the year the central processing unit officially rebounds as a first-class AI platform. The message from Su was ambitious and often compelling, but it also sharpened the competitive contrast with Nvidia Corp. and Intel Corp., raising as many questions as it answered.

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Five thoughts from Lisa Su’s keynote at AMD Advancing AI

By extending Security Hub to Microsoft Azure and adding artificial intelligence-specific protections, Amazon Web Services Inc. is positioning its security stack as the foundation for securing enterprise AI at scale. Amazon Web Services’ latest Security Hub updates announced earlier this month acknowledge two realities its customers already live with every day: AI is now the fastest-growing attack surface in the enterprise, and almost every serious AI initiative is, or soon will be, multicloud.

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AWS turns Security Hub into an AI and multicloud security control plane

On the surface, this week’s Vera Rubin launch is another major platform moment for Nvidia Corp., as the company maintains a steady drumbeat of artificial intelligence infrastructure innovation. Nvidia is positioning Vera Rubin as a full-stack system designed to improve performance per watt and reduce token costs, with production ramping across a broad global partner base, including cloud and AI infrastructure providers.

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Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

Neocloud provider QumulusAI said today that it will starting trading Thursday as a publicly traded company on Nasdaq under the ticker symbol QMLS via a direct listing. For those unfamiliar with the process, the typical initial public offering takes time and requires an investment banker, whereas a direct listing does not create new shares. Instead, existing shareholders sell their shares to the public without an underwriter.

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QumulusAI’s direct listing: Accelerating the neocloud for enterprise AI

There remains a common misconception that Zoom is a meeting app. Though Zoom Communications Inc. arguably does meetings better than anyone, it has evolved into a broad work platform. Mount Sinai Health System in New York treats Zoom as core infrastructure.

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Mount Sinai’s Zoom strategy shows why collaboration is now core infrastructure