GPU & Compute Supply

French epitaxy equipment maker RIBER has secured a new order from photonics firm 3SP Technologies for an industrial passivation platform, due for delivery in 2027.

Micron will provide $500m to GlobalWafers' Texas wafer plant and sign a 10-year supply deal, anchoring a broader $3bn domestic investment programme.

Micron has lifted its US spending commitment to over $250bn through 2035 as construction of its Clay, New York fab moves ahead of schedule.

The Prague-based AI lab, founded by ex-DeepMind researchers, closed its Series A above a $500m valuation, led by Creandum.

French AI inference chipmaker VSORA has closed a funding round led by Ardian, with a larger Series planned for 2027 to fund international expansion.

The NASDAQ-listed photonics firm set out a production ramp, $50m capex deployment and over $100m in active customer pipeline at its 2026 AGM.

The NASDAQ-listed firm said 16 B300 AI servers, due in Q3 2026, are expected to generate $360,000 in monthly recurring revenue from contracted

CBAK Energy has unveiled two next-generation LFP cylindrical cells targeting battery backup and UPS applications in GPU-dense AI data centres.

The Nasdaq-listed furniture-turned-AI company reports up to $25m in API service agreements and its first commercial GPUaaS deal.

Acer's new Windows 11 gaming handheld pairs Intel Arc G3 Extreme silicon with a dual-fan cooling system, targeting a Middle East and Africa

Red Hat AI 3.4 introduces governed model access, agent lifecycle tooling, and cryptographic identity management to bridge AI experimentation and production.

NVIDIA beat Q1 expectations with 85% year-on-year revenue growth and announced an $80bn share buyback alongside Q2 guidance of $91bn.

Applied Materials has unveiled seven new chipmaking systems targeting DRAM transistor scaling and advanced 3D packaging for next-generation AI chips.

Micron's fiscal Q3 2026 revenue rose 346% year-on-year, driven by AI-related demand for HBM and data-centre memory products.

Cerebras Systems reported 94% year-on-year revenue growth in Q1 2026, buoyed by a $20bn OpenAI compute deal and a $6.4bn IPO.

The three-way collaboration will use NVIDIA Omniverse and DOE supercomputing to model subsurface behaviour at Fervo's Nevada and Utah EGS sites.

Micron has joined Anthropic's Series H round and signed a multi-year memory and storage supply agreement to support Claude's growing compute demands.

ASUS swept 10 Best Choice Awards at Computex 2026, including a Golden Award for its ROG G1000 gaming desktop and a Sustainable Tech Special Award.

Sio Silica and Arctic Gateway Group will jointly plan up to $124m in port infrastructure to ship high-purity quartz to Europe via Churchill.

The Nasdaq-listed Israeli quantum hardware firm has made a cryogenic chip carrier for a major US full-stack quantum computing customer using its additive