AI & ML
Cloud Infrastructure
Data Centres

Rumble and Together AI sign multi-year NVIDIA Blackwell compute deal

Rumble will supply Together AI with dedicated liquid-cooled NVIDIA HGX B300 GPU capacity under a multi-year agreement targeting inference, fine-tuning and training
Rumble will supply Together AI with dedicated liquid-cooled NVIDIA HGX B300 GPU capacity under a multi-year agreement targeting inference, fine-tuning and training
Enterprise Software

ServiceTitan posts 25% revenue growth in fiscal Q1 2027

The NASDAQ-listed trades-software vendor reported $268.8m in Q1 revenue and doubled its Max tier locations, with full-year guidance of $1.13
The NASDAQ-listed trades-software vendor reported $268.8m in Q1 revenue and doubled its Max tier locations, with full-year guidance of $1.13
AI & ML
Data Centres
Semiconductors

SK Telecom and NVIDIA to build gigawatt-scale AI Cloud in Korea

SK Telecom plans a gigawatt-scale AI Cloud using NVIDIA's DSX platform, with the first AI factory targeting a 2027 launch.
SK Telecom plans a gigawatt-scale AI Cloud using NVIDIA's DSX platform, with the first AI factory targeting a 2027 launch.
Cloud Infrastructure
Enterprise Software

VVPUSA and Somos tie up to bolster A2P messaging compliance

VVPUSA has integrated Somos' RealAgent tool to give enterprise messaging customers better access to disconnected-number intelligence and compliance workflows.
VVPUSA has integrated Somos' RealAgent tool to give enterprise messaging customers better access to disconnected-number intelligence and compliance workflows.
AI & ML
Semiconductors

Ambarella posts 17% revenue rise on record automotive AI demand

The edge AI chipmaker reported Q1 FY2027 revenue of $100.4m, up 16.9% year-on-year, driven by record automotive SoC sales.
The edge AI chipmaker reported Q1 FY2027 revenue of $100.4m, up 16.9% year-on-year, driven by record automotive SoC sales.
Datatech

Bouygues Telecom signs MoU to acquire SFR in €20.35bn consortium deal

Bouygues, Orange and Free-iliad have signed a memorandum of understanding to carve up SFR's assets from Altice France in a €20.35bn transaction.
Bouygues, Orange and Free-iliad have signed a memorandum of understanding to carve up SFR's assets from Altice France in a €20.35bn transaction.
Cloud Infrastructure

Orange signs MOU to acquire SFR stake in €20bn consortium deal

Orange, Bouygues Telecom and Free–iliad will acquire SFR from Altice France in a €20.35bn deal set to reshape French telecoms.
Orange, Bouygues Telecom and Free–iliad will acquire SFR from Altice France in a €20.35bn deal set to reshape French telecoms.
Cloud Infrastructure
Enterprise Software

Uniti Group prices $1.1bn Kinetic fiber securitisation notes

Uniti's Kinetic ABS subsidiary has priced $1.14bn in secured fiber network revenue notes across three tranches, due June 2033.
Uniti's Kinetic ABS subsidiary has priced $1.14bn in secured fiber network revenue notes across three tranches, due June 2033.
AI & ML
Enterprise Software

Overland AI deploys ULTRA autonomous ground vehicles at African Lion

Overland AI demonstrated combat-ready autonomous ground vehicles at US Africa Command's largest annual exercise in Morocco's Sahara Desert.
Overland AI demonstrated combat-ready autonomous ground vehicles at US Africa Command's largest annual exercise in Morocco's Sahara Desert.
AI & ML
Cloud Infrastructure
Enterprise Software

SciTec wins $5.5m Air Force option for cloud data fusion system

Firefly Aerospace subsidiary SciTec has been awarded a $5.5m contract option to deliver data fusion capabilities for the US Air Force's CBC2 battle
Firefly Aerospace subsidiary SciTec has been awarded a $5.5m contract option to deliver data fusion capabilities for the US Air Force's CBC2 battle
Enterprise Software
Semiconductors

Microchip Technology wins BIS export licence for FPGA work in Armenia

Microchip Technology has secured a U.S. Commerce Department export licence allowing its Armenian engineering team to develop advanced FPGA technologies under controlled
Microchip Technology has secured a U.S. Commerce Department export licence allowing its Armenian engineering team to develop advanced FPGA technologies under controlled
AI & ML
Data Centres
Semiconductors

STMicroelectronics doubles data centre revenue target to $1bn for 2026

ST has raised its 2026 data centre revenue ambition to roughly $1bn, citing AI infrastructure demand and capacity ramp-up progress.
ST has raised its 2026 data centre revenue ambition to roughly $1bn, citing AI infrastructure demand and capacity ramp-up progress.
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