Meta intends to acquire potentially as much as $100 billion in AMD chips, sufficient to power nearly six gigawatts of data center energy demand, the companies revealed on Tuesday.

As part of the long-term agreement, AMD has granted Meta a performance-linked warrant for up to 160 million shares of AMD common stock — equivalent to around 10% of the company — at a price of $0.01 each, designed to vest in accordance with specified milestones. The complete stock award is contingent upon AMD’s share value, which must reach $600 for Meta to obtain its final portion, according to The Wall Street Journal. AMD’s stock price closed at $196.60 on Monday.

In line with the agreement, Meta will acquire AMD’s MI540 series GPUs and its most recent generation of CPUs. CPUs are increasingly recognized as a key component of the AI inference compute stack due to their efficiency, scalability, and the fact that they do not solely bind companies to Nvidia.

“The CPU market is truly booming,” AMD CEO Lisa Su remarked on Tuesday morning during a briefing for investors. “Demand is substantial. It continues to expand, driven by the deployments of AI infrastructure as inferencing intensifies and agentic AI develops, and our portfolio is exceptionally well-positioned.”

AMD has been progressively making headway as AI companies seek to lessen their dependency on Nvidia, the long-time frontrunner in AI chips that has commanded a premium for its position. Last October, AMD and OpenAI forged a similar agreement that involved equity in exchange for a chip purchase contract.

Meta CEO Mark Zuckerberg stated that the collaboration with AMD is “a crucial advancement” as it diversifies its computing capabilities and progresses toward “personal superintelligence.” Zuckerberg has characterized personal superintelligence as AI systems intended to profoundly understand and enhance individuals’ daily lives.

Meta has committed to investing a minimum of $600 billion in U.S. data centers and AI infrastructure over the upcoming years, including an estimated capital expenditure of $135 billion in 2026. Meta recently announced plans for a $10 billion gas-powered data center campus in Indiana aimed at providing 1 gigawatt of compute power.

The AMD collaboration follows a recent agreement in which Meta expanded its data centers with millions of Nvidia’s latest CPUs and GPUs. The company formerly known as Facebook is also developing its in-house chips but has reportedly encountered delays.

This article has been revised with additional information from AMD CEO Lisa Su.

On Tuesday, Oura declared the debut of its inaugural proprietary AI model, aimed at equipping its AI chatbot, Oura Advisor, with the capability to provide tailored insights related to women’s health. The firm claims the model accommodates inquiries across the entire reproductive health spectrum, from initial menstrual cycles to menopause. 

This innovative model is being introduced in Oura Labs, the company’s voluntary, experimental feature hub located within the Oura app.

Oura states that the new model is based on established medical guidelines, research, and knowledge resources evaluated by its internal team of board-certified clinicians and experts in women’s health. It also incorporates biometric signals and long-term trends to offer customized guidance.

As individuals increasingly rely on AI chatbots for health advice, addressing issues from cycle changes to perimenopause symptoms, Oura emphasizes the necessity for models tailored specifically for women.

Ricky Bloomfield, MD, Oura’s chief medical officer, stated in a press release, “This customized model marks a significant shift in how we judiciously utilize AI in healthcare to fulfill the needs of our members. Women’s health is intricate—and frequently neglected—so relying on generic systems is insufficient. By creating a model specifically for women and anchoring it in trusted clinical research and real-world biometric data, we are establishing the benchmark for responsible intelligence to be constructed and expanded into more areas of healthcare, merging rigorous science with the lived, longitudinal data that renders Oura extraordinarily effective.”

The rollout of the new women’s health AI model occurs as Oura’s chief commercial officer, Dorothy Kilroy, informed TechCrunch last October that the company’s rapidly expanding user demographic consists not of gym enthusiasts, but women in their early twenties.

When a user inquires about women’s health via Oura Advisor, the chatbot activates the new model to draw on its research and knowledge resources while simultaneously assessing the user’s pertinent biometric signals, which encompass sleep, activity, cycle and pregnancy data, stress, and more.

The newly developed model is deliberately created to be non-dismissive, comforting, and emotionally supportive, as noted by the company. However, it is not intended to replace a physician, as users should refrain from relying on the chatbot for diagnoses or treatment plans.

Oura asserts that the model is entirely hosted on infrastructure controlled by Oura, ensuring that conversations are never disclosed or sold.

Users interested in utilizing the new model can opt into Oura Labs by accessing the dropdown menu in the upper left corner of the Oura app.

You don’t come to TechCrunch Disrupt to simply observe. You attend to enhance your influence. If 2026 is for building, fundraising, hiring, or scaling, this is the moment where energy multiplies.

With only 4 days remaining until Super Early Bird pricing concludes on February 27 at 11:59 p.m. PT, this is your chance to save as much as $680 on your ticket and reserve your position at the heart of the tech community. Sign up here to secure your savings.

Benefits of Attending TechCrunch Disrupt

From October 13 to 15 at Moscone West, over 10,000 founders, operators, and VCs will gather for three days of impactful discussions and opportunity-making. Disrupt is far more than just content. It represents access.

You will receive:

• Practical advice from professionals currently navigating today’s landscape.

• Personal interactions with investors ready to make investments.

• Insight into nascent startups ahead of the broader market.

• Tailored networking opportunities geared towards tangible results.

Last year, over 20,000 specifically arranged meetings occurred. In 2026, enhanced networking tools will further refine those connections. A single conversation can alter your path. At Disrupt, that’s the objective.

Gain insights from the innovators and VCs who influenced the landscape

Disrupt has consistently been a platform for founders and investors who shape the future. These speakers are candid, strategic, and often straightforward. Past presenters include leaders from ground-breaking startups and esteemed venture firms, such as:

In 2025, Disrupt featured over 200 onstage discussions with more than 250 leaders impacting AI, venture capital, hardware, growth strategies, and beyond. Anticipate that same level of knowledge in 2026. Stay updated by checking the event page as the agenda becomes available.

Where startups ascend to the legendary pitch stage

Startup Battlefield is back with 200 pre-Series A companies vying for $100,000 in equity-free funding, worldwide visibility, and direct access to investors. Alumni feature brands like Discord, Cloudflare, and Trello.

If you aim to discover who and what is on the horizon, and listen directly to leading VCs about scaling a viable startup, the Disrupt stage is where it occurs.

Uncover the next significant innovation in the tech landscape

Over 300 startup exhibitors will display entrepreneurial innovations throughout the venue, particularly in the Expo Hall, where deal flow meets discovery. You are not merely tracking trends; you are witnessing them before they escalate.

“Disrupt Week” broadens the chances to network

From October 11 to 17, TechCrunch Disrupt Side Events will be held across the Bay Area, featuring breakfasts, cocktail gatherings, panel discussions, and founder meetups that extend connections beyond the primary event. The main event is impactful, but the surrounding ecosystem enhances its potency.

Last 4 days to grab your pass at the best rates

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On Tuesday, Anthropic launched its new enterprise agents initiative, marking its most assertive effort to incorporate agentic AI into daily business environments. 

In a formal announcement, Anthropic’s Americas head, Kate Jensen, informed journalists that this new system would finally fulfill the expectations associated with agentic AI. “2025 was supposed to be the year agents revolutionized the business world, but the excitement turned out to be largely unfounded,” Jensen stated. “This wasn’t a lack of dedication; it was a flaw in strategy.”

With the introduction of this program, organizations can utilize the plug-in system to implement pre-configured agents to assist with typical business tasks, such as financial analysis and engineering requirements. This presents a tremendous opportunity for Anthropic to expand its enterprise customer base — and poses a significant challenge to SaaS solutions currently handling those tasks. 

“We envision a future of work where everyone has their unique custom agent,” Anthropic’s product officer Matt Piccolella shared with TechCrunch.

The enterprise agents program largely builds upon previously revealed technology, particularly Claude Cowork and the plugin system, which was introduced in research preview on January 30th. The systems launched today primarily aim at simplifying the deployment of these tools within organizations, featuring private software marketplaces, regulated data flows, and tailored plugins. This results in a method for deploying Claude-enabled agents with the level of control a corporate IT department would anticipate when rolling out software.

“Admins are looking for the ability to create highly customized workflows and capabilities for their unique organizations,” Piccolella remarked. “This enables admins within a Claude Cowork organization to implement these changes in a very cohesive manner.”

The initial stock plugins target specific departments commonly found in organizations, including agents aimed at finance, legal, and HR sectors. Each plugin encompasses fundamental skills typical across various businesses, although Anthropic anticipates that firms will tailor each plugin to align with their specific requirements and practices.

For finance, the stock plugin equips Claude with essential information and data frameworks needed for market and competitive analysis, financial modeling, and other standard responsibilities of finance teams. The HR plugin encompasses capabilities for creating job descriptions, onboarding documents, and offer letters, among other functions.

The rollout additionally features a range of new enterprise connectors, including integrations for Gmail, DocuSign, and Clay, among others. Previously unavailable, these connectors will enable agents to access data and context directly from the interconnected system. 

The repercussions of a ransomware incident targeting one of the largest government contractors in the U.S. continue to escalate: over 25 million individuals have had their personal information compromised in the breach.

Conduent offers printing, mailroom services, and document and payment processing for state government benefit programs, including food assistance as well as workplace and unemployment benefits for major companies. Consequently, the organization manages a significant volume of personal data belonging to a wide array of U.S. residents. Conduent claims its technology and operational support services affect over 100 million individuals.

However, following the January 2025 cyberattack that a ransomware group has taken responsibility for, the corporation has disclosed little regarding the data breach, including its causes and the number of individuals impacted.

An update on the data breach notification page for the state of Wisconsin now indicates that the Conduent breach impacts at least 25 million individuals throughout the United States.

TechCrunch’s ongoing count derived from various data breach notification letters has also reached approximately 25 million individuals, with the bulk of the affected being from Oregon (10.5 million) and Texas (15.4 million). Additional data breach notifications reported by TechCrunch involve several hundred thousand individuals across Massachusetts, New Hampshire, and Washington.

The breach is known to have compromised names, birthdates, addresses, Social Security numbers, health insurance details, and medical information.

Conduent has offered scant information beyond its data breach notifications and, in certain instances, has complicated the process for affected individuals to learn about the breach.

A segment on Conduent’s website, entitled “Incident Notice,” published in October 2025 alongside its initial data breach notification, does not clearly reference a cybersecurity incident. The page includes a concealed “noindex” tag in its source code, instructing search engines not to include the page in search results, thus making it challenging for users searching online to locate it.

When contacted by TechCrunch, Conduent representative Sean Collins declined to disclose how many notifications the company has issued thus far or the reasons for obscuring its incident notice from search engines.

Conduent’s breach has been characterized as one of the “largest ever,” though it likely falls behind the Change Healthcare hack, which impacted over 190 million individuals after a ransomware attack in February 2024. A Russian-speaking ransomware group acquired extensive health and medical data from Change Healthcare using a stolen credential that lacked multi-factor authentication security, leading the healthcare technology firm to pay at least two ransoms to prevent the majority of the stolen data from appearing online.

Navigating music rights and royalties can be quite intricate. Various types of royalties exist, and artists must ensure their information is current across all platforms to prevent lost earnings. It is a challenging endeavor for them to keep their data organized while also focusing on their creative work.

Mogul, a platform established by ex-SoundCloud head of creators Jeff Ponchick and former SoundCloud VP of engineering Joey Mason, announced on Tuesday that it has assisted artists in recovering $1.5 billion in unclaimed royalties since its inception last year.

The startup has additionally secured $5 million in a fresh funding round led by the Yamaha Music Innovations Fund with contributions from the Urban Innovation Fund, Mindset Ventures, and Fairway Capital Partners, along with existing backers Amplify LA and Wonder Ventures. The firm has accumulated over $6.3 million in total funding to this point.

Currently, Mogul employs six individuals and plans to expand its workforce with the new funding.

Andrew Kahn, managing partner at Yamaha Music Innovations Fund, believes that the team behind Mogul possesses the necessary credentials and experience to deliver products that enhance artists’ career management. He pointed out that Mogul’s advantage comes from its data infrastructure.

“We are convinced that Mogul has developed the most exhaustive first-party data pipeline available for those earning residual income,” Kahn stated in an email to TechCrunch. “Most companies in this field claim robust coverage, yet in reality, their connections to payers are limited. Thus, Mogul can be relied upon for its accuracy and efficiency.”

Since Mogul’s launch last year, its offerings have progressed. Initially, it provided users with only a list of suggestions for improving catalog management, but the company now includes more actionable insights, such as enhanced list formats and cross-platform data corrections in certain scenarios.

“For instance, Sound Exchange is an organization that collects royalties for digital performances when your music is played on Sirius XM,” Ponchick explained. “If you’ve linked your Sound Exchange, we’ll indicate that we’ve noticed you distributed these songs through Distrokid to Spotify, and half of them are unaccounted for in your Sound Exchange.”

He emphasized that if any information is absent, the tool can prompt the user and then assist in completing the registration. Additionally, the company has introduced a bulk registration tool to input data in large volumes. Ponchick remarked that users typically experience a 20% increase in their royalty earnings by utilizing Mogul.

The company has also launched a catalog valuation tool that estimates an artist’s catalog worth across both recording and publishing. This tool details valuations by individual tracks and income sources like Spotify and Apple Music. According to Ponchick, the main objective is to assist artists in managing and monetizing their catalogs more effectively.

Previously, the company offered a free tier, but Ponchick explained that it was not viable for the startup to provide automation tools at that level, stating that many newly-started musicians who earned minimal royalties were using it, and over time, Mogul became less valuable to them. To enhance value for artists, the company discontinued its free tiers.

The platform is also contemplating how to address the complexities of tracking royalties for AI-generated music. Ponchick mentioned that performing rights organizations permit the registration of music partially generated with AI, but completely AI-generated music may encounter challenges on some platforms. Kahn from the Yamaha Music Innovations Fund noted that tracking AI music will introduce difficulties such as high volume diversity, unclear ownership, and disputes over attribution in royalty tracking.

“The existing infrastructure was designed for a human creator ecosystem. High volume, probabilistic authorship may complicate tracking, allocating, and defending claims to Intellectual Property and royalties,” he remarked.

Mogul is currently adopting a wait-and-see approach as the regulatory situation evolves. Ponchick indicated that regardless, the company is favorably positioned to track royalties for any type of tracks.

Mogul is competing against other platforms in the space, such as Notes.fm and Claimity. Additionally, structural changes are underway. In 2024, the U.S. performing rights organization AllTrack introduced a new division that allows creators to collect both performance and mechanical royalties from a single source.