GPU & Compute Supply

Micron's corporate venture arm has closed its third and largest fund, targeting the full AI technology stack from model architecture to physical AI.

Micron Technology is establishing a long-horizon memory research institution in Boise, backed by a planned $10 billion investment over the next decade.

Cloudera is embedding NVIDIA's cuDF library into its Data Engineering platform to deliver up to 4x Spark acceleration without code changes.

The semiconductor equipment giant reported record quarterly revenue and non-GAAP EPS of $3.50, both up sharply on AI-driven demand for advanced chipmaking

Nasdaq-listed Duos Technologies has hired former Telstra InfraCo executive Dipan Patel as COO to lead deployment of its edge AI data centres and GPU

The NASDAQ-listed firms will combine Nutanix's hybrid cloud platform with ChronoScale's GPU-as-a-Service and agentic AI foundry for enterprise customers.

Castrol's direct-to-chip fluids have passed NVIDIA's technical review for AI factory infrastructure, covering thermal stability, corrosion resistance and supply-chain

Duos Technologies has agreed five-year hosting orders with neocloud firm Axe Compute covering 55 MW of AI data centre capacity across multiple US sites.

NVIDIA has released a 30-billion-parameter open model and an open source routing library aimed at multi-agent AI deployments across edge, cloud and

Lenovo's Q1 FY2026/27 revenue rose 43% year-on-year to an all-time group record, with AI-related sales growing 60% to $9

ExxonMobil says machine learning and seismic imaging have surfaced four new exploration targets in Guyana as the country eyes 1.3m bpd output by 2027.

Firebird has launched what it calls the CIS region's largest AI factory in Armenia, with NVIDIA set to invest and a 2 GW global

The NASDAQ-listed wafer-processing equipment maker hit $292.9m in Q2 revenue and lifted its 2026 guidance to up to $1.175bn.

The EDA and TCAD software vendor posted $17.8m in Q2 revenue, its first non-GAAP operating profit in nearly two years, backed by Micron

Sandisk showcased next-generation NAND and High Bandwidth Flash at FMS 2026, targeting AI inference workloads in data centres and cloud.

AMD has agreed to acquire Toronto-based Taalas, a specialist in AI inference silicon, to strengthen its Instinct GPU platform and full-stack AI portfolio.

Oxylabs analysis of 850,000 US job postings finds AWS in 30% of listings, with cloud platforms cited in 42% of all tech roles.

Lovable will run latency-sensitive workloads on Cerebras' Wafer-Scale Engine as the two firms jointly explore faster AI software-creation experiences.

KAYTUS says it cut a typical 180-day deployment cycle by 60%, delivering a high-density compute cluster for a Japanese cloud provider in 72

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.