Cloud Infrastructure
AI & ML
Data Centres

Sharon AI signs US$373m five-year AI cloud deal, expands GPU fleet

The Australian neocloud said the agreement, with an unnamed global AI platform, will see revenue begin in Q1 2027 and lifts contracted capacity to 120MW.
The Australian neocloud said the agreement, with an unnamed global AI platform, will see revenue begin in Q1 2027 and lifts contracted capacity to 120MW.
Enterprise Software
AI & ML

Francisco Partners acquires Command Alkon from Thoma Bravo

Francisco Partners has agreed to buy a majority stake in construction-software specialist Command Alkon, with Heidelberg Materials retaining its minority position.
Francisco Partners has agreed to buy a majority stake in construction-software specialist Command Alkon, with Heidelberg Materials retaining its minority position.
Cybersecurity
AI & ML
Enterprise Software

Tenable opens CyberAgents Exchange for AI security tooling

Tenable has launched a free, open-source registry for cybersecurity AI agents, with SentinelOne and Recorded Future as founding members.
Tenable has launched a free, open-source registry for cybersecurity AI agents, with SentinelOne and Recorded Future as founding members.
Cybersecurity
AI & ML
Enterprise Software

Tenable extends AI exposure coverage to Gemini, MCPs and IDE tools

Tenable One now monitors Google Gemini, Model Context Protocol deployments and AI-native IDEs, completing coverage across all major LLMs.
Tenable One now monitors Google Gemini, Model Context Protocol deployments and AI-native IDEs, completing coverage across all major LLMs.
Semiconductors
Data Centres
AI & ML

Microchip and Micron demo PCIe Gen 6 storage fabric for AI data centres

The two semiconductor firms demonstrated a PCIe Gen 6 switch-and-SSD architecture at FMS 2026, targeting AI, HPC and cloud data centre workloads.
The two semiconductor firms demonstrated a PCIe Gen 6 switch-and-SSD architecture at FMS 2026, targeting AI, HPC and cloud data centre workloads.
Enterprise Software
AI & ML

Toronto selects Aurigo Masterworks for real estate capital management

The City of Toronto has signed a multiyear contract with Aurigo Software to manage its billion-dollar-plus annual real estate capital portfolio.
The City of Toronto has signed a multiyear contract with Aurigo Software to manage its billion-dollar-plus annual real estate capital portfolio.
Cybersecurity
Enterprise Software
AI & ML

ConnectWise and SentinelOne align on MSP cybersecurity strategy

The two vendors have announced a joint strategy to deepen AI-driven managed security capabilities for MSPs, building on their existing Managed EDR partnership.
The two vendors have announced a joint strategy to deepen AI-driven managed security capabilities for MSPs, building on their existing Managed EDR partnership.
Semiconductors
AI & ML
Data Centres

AMD posts record $11.5bn Q2 revenue as data centre sales double

AMD's data centre segment hit $6.7bn in Q2 2026, up 107% year-on-year, as EPYC and Instinct GPU demand drove record group
AMD's data centre segment hit $6.7bn in Q2 2026, up 107% year-on-year, as EPYC and Instinct GPU demand drove record group
Cybersecurity
Enterprise Software

HUB Cyber Security agrees $8.7m sale of QPoint to Malam Team

The Nasdaq-listed cybersecurity firm is divesting its QPoint subsidiary to reduce debt as part of a wider restructuring effort.
The Nasdaq-listed cybersecurity firm is divesting its QPoint subsidiary to reduce debt as part of a wider restructuring effort.
Semiconductors
Data Centres
AI & ML

Tower Semiconductor posts record $460m Q2 revenue, guides $520m Q3

Tower Semiconductor beat its own records in Q2 2026 and is guiding for a further 13% sequential rise as silicon photonics demand surges.
Tower Semiconductor beat its own records in Q2 2026 and is guiding for a further 13% sequential rise as silicon photonics demand surges.
Cybersecurity
AI & ML
Enterprise Software

Airlock Digital adds agentic AI governance to endpoint security

Airlock Digital is extending its application control platform with session-level visibility and real-time policy enforcement for AI agents on endpoints.
Airlock Digital is extending its application control platform with session-level visibility and real-time policy enforcement for AI agents on endpoints.
Enterprise Software
AI & ML

Altus Group sells Development Advisory unit to Newmark

Altus Group is divesting its 335-person Development Advisory business to Newmark, completing its planned 2026 divestiture programme while deepening an ARGUS AI agreement.
Altus Group is divesting its 335-person Development Advisory business to Newmark, completing its planned 2026 divestiture programme while deepening an ARGUS AI agreement.
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