GPU & Compute Supply

Semiconductors
Data Centres
Cloud Infrastructure

IQE and Tower Semiconductor sign multi-year InP epiwafer deal

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

Skyworks brings software-defined power portfolio to PCIM Europe 2026

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

AACC and NSF name winners of 2026 Community College Innovation Challenge

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

ASUS and ROG unveil Edition 20 lineup and new displays at Computex 2026

ASUS and Republic of Gamers used Computex 2026 to launch anniversary hardware, high-refresh OLED monitors, and new esports partnerships.
ASUS and Republic of Gamers used Computex 2026 to launch anniversary hardware, high-refresh OLED monitors, and new esports partnerships.
Semiconductors
Enterprise Software
AI & ML

ASUS unveils ExpertBook B5 Flip G2 and P5 G2 range at Computex

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

Bosch North America posts $18.8bn in 2025 sales, bets on AI and SiC

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.
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.
Enterprise Software
Semiconductors

Franklin Access RG3100 5G hotspot launches on T-Mobile network

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.
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.
Cloud Infrastructure
Data Centres

Microchip Technology targets $500m data centre unit revenue in 2026

Microchip's dedicated Data Center Solutions Business Unit posted $302.7m in 2025 revenue and is forecast to grow 65% this year.
Microchip's dedicated Data Center Solutions Business Unit posted $302.7m in 2025 revenue and is forecast to grow 65% this year.
AI & ML
Cloud Infrastructure
Enterprise Software

Flexera adds AI cost management layer to Flexera One platform

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

Micron picks Bechtel to build first phase of New York mega-fab

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.
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.
AI & ML
Data Centres
Semiconductors

Applied Materials opens $500m Singapore campus for AI chip demand

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

Nokia and Indosat partner on 5G and AI-RAN rollout across Indonesia

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
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
Data Centres
Semiconductors

Orbital raises $5m pre-seed to build AI compute satellites in LEO

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.
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.
AI & ML
Cloud Infrastructure
Semiconductors

AMD pledges £2bn to UK AI infrastructure over five years

AMD has committed up to £2bn over five years to expand AI compute, research partnerships and workforce development across the United Kingdom.
AMD has committed up to £2bn over five years to expand AI compute, research partnerships and workforce development across the United Kingdom.
Cloud Infrastructure
Data Centres

Cipher Digital prices $810m secured notes to fund Stingray data centre

Cipher Digital's subsidiary Stingray Compute has priced $810m in 6% senior secured notes due 2031 to finance its industrial-scale HPC data centre.
Cipher Digital's subsidiary Stingray Compute has priced $810m in 6% senior secured notes due 2031 to finance its industrial-scale HPC data centre.
AI & ML
Data Centres
Semiconductors

Lotus Microsystems launches vStrata vertical power module for AI racks

Copenhagen-based Lotus Microsystems has unveiled vStrata, a co-engineered power and thermal platform targeting AI accelerator density limits, with engineering samples due
Copenhagen-based Lotus Microsystems has unveiled vStrata, a co-engineered power and thermal platform targeting AI accelerator density limits, with engineering samples due
AI & ML
Cloud Infrastructure
Data Centres

NAVER expands sovereign AI infrastructure with NVIDIA DSX platform

NAVER will deploy NVIDIA's DSX platform at gigawatt scale, starting with a 55 MW expansion at its GAK Sejong data centre in South Korea.
NAVER will deploy NVIDIA's DSX platform at gigawatt scale, starting with a 55 MW expansion at its GAK Sejong data centre in South Korea.
Data Centres
Semiconductors

NVIDIA and SK hynix sign multiyear memory partnership for AI factories

The two companies will co-develop next-generation memory for NVIDIA's Vera Rubin supercomputers, Vera CPUs, RTX Spark PCs and Jetson Thor robotics platforms.
The two companies will co-develop next-generation memory for NVIDIA's Vera Rubin supercomputers, Vera CPUs, RTX Spark PCs and Jetson Thor robotics platforms.
AI & ML
Cloud Infrastructure
Data Centres

Rumble and Together AI sign multi-year NVIDIA Blackwell compute deal

Rumble will supply Together AI with dedicated liquid-cooled NVIDIA HGX B300 GPU capacity under a multi-year agreement targeting inference, fine-tuning and training
Rumble will supply Together AI with dedicated liquid-cooled NVIDIA HGX B300 GPU capacity under a multi-year agreement targeting inference, fine-tuning and training
AI & ML
Data Centres
Semiconductors

SK Telecom and NVIDIA to build gigawatt-scale AI Cloud in Korea

SK Telecom plans a gigawatt-scale AI Cloud using NVIDIA's DSX platform, with the first AI factory targeting a 2027 launch.
SK Telecom plans a gigawatt-scale AI Cloud using NVIDIA's DSX platform, with the first AI factory targeting a 2027 launch.
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