GPU & Compute Supply

Rumble now holds 85% of Northern Data, gaining 22,000 NVIDIA GPUs and over 200 MW of energy capacity across ten European data centres.

French MBE equipment maker Riber reported process milestones for its ROSIE silicon-photonics platform and a second US quantum-computing delivery at its AGM.

Applied Materials' SENZ platform bundles waveguide, light engine and sensing into one system for AI-powered smart glasses, with GlobalFoundries, Qualcomm and

The Pittsburgh neocloud said two long-term enterprise deals cover Blackwell and Grace Blackwell deployments for AI inference and simulation workloads.

Nokia is scaling its Allentown ATP site up to ten times current capacity, backed by $30m in investment including federal CHIPS Act tax credits.

The two NASDAQ-listed companies have formalised a phased deployment of AMD GPU and CPU compute across Rackspace's global data centres from late 2026.

The agreement covers InP epiwafer supply for Tower's silicon photonics platforms and resolves all outstanding IP litigation between the two companies.

Applied Materials has launched two chipmaking systems targeting precision deposition and metal removal in high-aspect-ratio 3D logic and memory structures.

Skyworks Solutions will demonstrate isolation, gate driver and SiC technologies for AI data centres and EV platforms at PCIM Europe in Nuremberg.

Franklin Access has launched the Wi-Fi 7-capable RG3100 mobile hotspot on T-Mobile's 5G network, targeting enterprise, education and public sector users.

Bosch reported 4% North American sales growth in 2025, backed by AI-enabled mobility products and a $1.9bn silicon carbide semiconductor plant in California.

ASUS has announced three new business laptops at Computex 2026, offering Intel and AMD AI-capable processors with NIST-compliant firmware security.

ASUS and Republic of Gamers used Computex 2026 to launch anniversary hardware, high-refresh OLED monitors, and new esports partnerships.

SUNY Broome Community College took first place with a quantum education project at the annual NSF-backed student STEM competition.

Microchip's dedicated Data Center Solutions Business Unit posted $302.7m in 2025 revenue and is forecast to grow 65% this year.

Flexera has launched AI Cost Management capabilities in Flexera One, covering spend across agents, models, data and compute in a single view.

Micron has appointed Bechtel as EPC partner for its Clay, New York fab complex, billed as the largest private investment in New York state history.

The LA-based space infrastructure startup secured backing from a16z speedrun to develop GPU-powered orbital data centres, with a first mission slated for 2027.

Nokia will deploy low- and mid-band 5G across Indosat's nationwide network, with AI-RAN field trials involving NVIDIA planned for Indonesia by end

The NASDAQ-listed equipment maker's new Tampines Campus doubles its Singapore cleanroom capacity and will add roughly 1,000 local jobs.