Oracle Cloud Infrastructure (OCI) will be a launch partner for the first publicly available AI supercluster powered by AMD’s upcoming Instinct MI450 Series GPUs — with an initial order of 50,000 of the chips to be deployed starting in Q3 2026 and expanding in 2027. The resulting Oracle installations will feature Instinct MI450s configured with AMD-designed CPUs in AMD’s new Helios server rack systems, positioned to compete with Nvidia’s Vera Rubin NVL144 CPX racks when both platforms are mass-released next year. Oracle is challenged to rapidly scale its data center capacity due to massive compute commitments made this year to OpenAI. Read more

DirecTV is bringing user interaction to its screensavers, which will offer things like shoppable ads, powered by generative AI shopping platform firm Glance AI. The experience will begin rolling out next year to DirecTV subscribers using Google Gemini TV devices. Glance AI says it developed the technology in conjunction with Google. Among the uses are “creating an AI feed of your favorite sports leagues on your idle-screens or helping your kids discover their next dream vacation.” Overall, Glance AI on TV will offer users the opportunity “to engage with content from hundreds of top American brands and millions of catalogs.” Read more

Netflix will present video podcasts by The Ringer as part of a partnership with Spotify. Content including “The Bill Simmons Podcast,” the movie fan show “The Rewatchables” and true crimecast “Conspiracy Theories” will be part of the lineup, along with The Ringer’s NFL, NBA, Fantasy Football, and F1 auto racing series, joining the Netflix schedule beginning in early 2026. Spotify Head of Podcasts Roman Wasenmüller calls the streaming partnership “a new chapter for podcasting” that will expand discovery, helping creators reach new audiences through Netflix’s global reach. Read more

OpenAI has expanded its alliance with Broadcom, announcing a plan to create enough custom AI accelerator chips to consume 10 gigawatts of power. News of the custom chip collaboration leaked out last month. Now that it is ready to go public, OpenAI says designing its own chips and systems will allow the startup to leverage directly into the hardware what it has learned from developing frontier models. The racks, scaled entirely with Ethernet and other connectivity solutions from Broadcom, will be deployed across OpenAI’s facilities and partner data centers beginning in the second half of 2026. Read more

Nano Banana, the viral image generation and editing model Google released in August as part of Gemini 2.5 Flash, has been used to generate more than 5 billion images to date, and now Google is looking to increase its usage by introducing the model to other popular services. Officially known as Gemini 2.5 Flash Image, the visual tool is now available in Google Search via a Create tab that activates it in Google Lens and AI Mode. It’s also been incorporated into NotebookLM, powering the Video Overviews tool that transforms documents into narrated explainer videos. The company says Nano Banana is also coming soon to Google Photos. Read more