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Enterprise Technology Signals

Signals are individual enterprise-technology developments, captured as they happen: product launches, funding, partnerships, executive moves, vulnerabilities, and announcements across cloud infrastructure, networking, security, and AI. Looking for the synthesis? See Briefs

Partnership

Applied Materials and TSMC Partner at the EPIC Center to Accelerate AI Scaling

Applied Materials and TSMC announced a partnership at Applied’s EPIC Center in Silicon Valley to co-innovate on materials engineering, equipment innovation, and process integration for next-generation AI chipmaking. The initiative targets logic scaling challenges, including 3D transistors, interconnect formation, yield and reliability improvements, and earlier transfer to high-volume manufacturing.

Proxy

AMD to Host Annual Meeting of Stockholders

AMD will hold its 2026 Annual Meeting of Stockholders on May 13, 2026 at 9 a.m. PT as a virtual meeting. The notice includes links for live access and replay, and points to AMD’s 2026 Proxy Statement and Annual Report on Form 10-K for matters to be voted on.

Cybersecurity

Rackspace Technology and AMD Sign Memorandum of Understanding to Establish New Category of Governed Enterprise AI Infrastructure

Rackspace Technology and AMD signed an MOU outlining a multiyear partnership to build a governed Enterprise AI Cloud for regulated and sovereign workloads. The proposal integrates AMD Instinct GPUs and EPYC CPUs into a fully managed stack, covering private/hybrid deployment, inference runtime, and managed inference services with defined SLAs.

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