GPU & Compute Supply

Semiconductors
AI & ML
Data Centres

POET Technologies heads to CIOE 2026 to showcase AI optical tech

POET Technologies will exhibit at CIOE in Shenzhen and present on high-power laser light sources for AI interconnects at IFOC on 8 September.
POET Technologies will exhibit at CIOE in Shenzhen and present on high-power laser light sources for AI interconnects at IFOC on 8 September.
Semiconductors
AI & ML
Enterprise Software

ASUS unveils RTX Spark ProArt laptops and mini PC at IFA 2026

ASUS has launched ProArt P16, P14 laptops and GR1X mini PC powered by NVIDIA's RTX Spark superchip, offering up to 128GB unified memory for
ASUS has launched ProArt P16, P14 laptops and GR1X mini PC powered by NVIDIA's RTX Spark superchip, offering up to 128GB unified memory for
AI & ML
Data Centres
Cloud Infrastructure

Cango's EcoHash begins commercial GPU compute at Georgia facility

EcoHash Technology has activated its first GPU servers at Cango's 50MW Georgia site, marking the start of commercial AI compute services.
EcoHash Technology has activated its first GPU servers at Cango's 50MW Georgia site, marking the start of commercial AI compute services.
Semiconductors
AI & ML
Data Centres

Soitec raises Q2'27 revenue guidance on Photonics-SOI surge

Soitec has upgraded its Q2'27 revenue growth forecast to around 50% year-on-year as Photonics-SOI demand accelerates sharply.
Soitec has upgraded its Q2'27 revenue growth forecast to around 50% year-on-year as Photonics-SOI demand accelerates sharply.
AI & ML
Cloud Infrastructure
Enterprise Software

Maase signs RMB14.76m AI computing deal with Guangzhou Chuangyan

Maase subsidiary Huarong Future will supply 90P-class FP16 compute capacity to Guangzhou Chuangyan under a 12-month, RMB1.23m-per-month agreement.
Maase subsidiary Huarong Future will supply 90P-class FP16 compute capacity to Guangzhou Chuangyan under a 12-month, RMB1.23m-per-month agreement.
Semiconductors
AI & ML

Anaqua report: AI semiconductor patents grew 114% in five years

Anaqua's 2026 Semiconductor Patent Report finds AI-chip filings outpaced broader semiconductor patenting by nearly 40 percentage points over five years.
Anaqua's 2026 Semiconductor Patent Report finds AI-chip filings outpaced broader semiconductor patenting by nearly 40 percentage points over five years.
AI & ML
Semiconductors
Data Centres

AMD and HUMAIN launch turnkey "AI in a Box" for Saudi enterprises

The $10bn AMD-HUMAIN partnership has released a pre-configured AI compute bundle targeting Saudi businesses beginning their AI deployments.
The $10bn AMD-HUMAIN partnership has released a pre-configured AI compute bundle targeting Saudi businesses beginning their AI deployments.
Cloud Infrastructure
AI & ML
Data Centres

AWS to open Saudi Arabia cloud region by December 2026

AWS confirmed its first Saudi Arabia cloud region will go live by December 2026, backed by a $5.3bn infrastructure investment and a 50MW AI
AWS confirmed its first Saudi Arabia cloud region will go live by December 2026, backed by a $5.3bn infrastructure investment and a 50MW AI
AI & ML
Semiconductors
Data Centres

AMD and Cisco go live in Saudi Arabia with HUMAIN AI platform

AMD Instinct MI355X GPUs and Cisco Silicon One networking are now serving production workloads in Saudi Arabia under a joint venture targeting 1 GW by
AMD Instinct MI355X GPUs and Cisco Silicon One networking are now serving production workloads in Saudi Arabia under a joint venture targeting 1 GW by
Semiconductors
AI & ML
Cloud Infrastructure

NVIDIA and MediaTek expand AI partnership with $3.5bn bond investment

The two semiconductor firms are deepening collaboration across cloud AI factories, local computing and automotive, backed by a $3.5bn NVIDIA convertible bond stake in
The two semiconductor firms are deepening collaboration across cloud AI factories, local computing and automotive, backed by a $3.5bn NVIDIA convertible bond stake in
AI & ML
Semiconductors
Data Centres

AMD, Cisco and HUMAIN bring MI355X GPU cluster live in Saudi Arabia

The three-way joint venture has activated production AI compute in the Kingdom, with up to 1 GW of capacity targeted by 2030.
The three-way joint venture has activated production AI compute in the Kingdom, with up to 1 GW of capacity targeted by 2030.
Semiconductors
AI & ML
Cloud Infrastructure

Nvidia pauses AI cloud financing deals over antitrust fears

Nvidia has reportedly halted revenue-share financing arrangements with AI cloud providers, less than two months after launching the model.
Nvidia has reportedly halted revenue-share financing arrangements with AI cloud providers, less than two months after launching the model.
Semiconductors
AI & ML

Micron promotes Bhatia and DeBoer to dual president roles

Micron Technology has restructured its executive team around AI-driven memory demand, elevating two long-serving leaders to newly created president positions.
Micron Technology has restructured its executive team around AI-driven memory demand, elevating two long-serving leaders to newly created president positions.
Quantum
Cloud Infrastructure

Pasqal lists on Nasdaq via SPAC merger with $360m at closing

The French neutral-atom quantum computing firm begins trading as PSQL on 28 August, backed by approximately $360 million to accelerate global QPU deployment.
The French neutral-atom quantum computing firm begins trading as PSQL on 28 August, backed by approximately $360 million to accelerate global QPU deployment.
AI & ML
Data Centres
Semiconductors

AZIO AI expands Power Champion deal to 512 NVIDIA HGX B300 systems

AZIO AI has grown its GPU supply agreement with Power Champion to cover 512 HGX B300 systems, valuing the estimated pipeline at $307 million.
AZIO AI has grown its GPU supply agreement with Power Champion to cover 512 HGX B300 systems, valuing the estimated pipeline at $307 million.
AI & ML
Cloud Infrastructure
Enterprise Software

Nutanix adds MCP gateway and Kubernetes tools for agentic AI

Nutanix has released NAI 2.8 and previewed NKP 2.19, targeting enterprises running agentic AI across hybrid VM and container environments.
Nutanix has released NAI 2.8 and previewed NKP 2.19, targeting enterprises running agentic AI across hybrid VM and container environments.
Semiconductors
AI & ML
Data Centres

NVIDIA posts $96.2bn Q2 revenue as data centre sales double

NVIDIA's Q2 fiscal 2027 revenue doubled year-on-year, driven by $89bn in data centre sales, with Q3 guidance set at $108bn.
NVIDIA's Q2 fiscal 2027 revenue doubled year-on-year, driven by $89bn in data centre sales, with Q3 guidance set at $108bn.
Data Centres

Milan Radia: Liquid Cooling and the Future of AI Data Centres

Data centers are evolving from simple storage facilities into strategically important AI infrastructure, where cooling, connectivity, and data sovereignty now define them

If you still think data centers are just glorified real estate, the market has moved on.

Semiconductors
Data Centres
AI & ML

Navitas to acquire Claros for up to $232.8m in grid-to-xPU push

Navitas Semiconductor will buy power management startup Claros to extend its AI data centre portfolio from the grid to the processor.
Navitas Semiconductor will buy power management startup Claros to extend its AI data centre portfolio from the grid to the processor.
AI & ML
Semiconductors
Data Centres

SpaceXAI adopts NVIDIA Vera CPU for agentic AI and orbital computing

SpaceXAI will deploy NVIDIA's Vera CPU and Vera Rubin platform to scale Grok's AI infrastructure, extending the architecture into orbit via its Starmind
SpaceXAI will deploy NVIDIA's Vera CPU and Vera Rubin platform to scale Grok's AI infrastructure, extending the architecture into orbit via its Starmind
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