Investment

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.
Enterprise Software

ServiceTitan posts 25% revenue growth in fiscal Q1 2027

The NASDAQ-listed trades-software vendor reported $268.8m in Q1 revenue and doubled its Max tier locations, with full-year guidance of $1.13
The NASDAQ-listed trades-software vendor reported $268.8m in Q1 revenue and doubled its Max tier locations, with full-year guidance of $1.13
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
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

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.
AI & ML
Enterprise Software

Mint and Rice Robotics form HK$15m JV for consumer AI companion robots

The NASDAQ-listed Hong Kong firm is backing a new BVI joint venture to bring AI companion robots to Asian consumer markets by Q3 2026.
The NASDAQ-listed Hong Kong firm is backing a new BVI joint venture to bring AI companion robots to Asian consumer markets by Q3 2026.
Enterprise Software
Datatech

ConnectM wins BSE approval for India unit sale to Blue Cloud

The OTCQX-listed energy-tech firm said the BSE approval clears the final regulatory hurdle for a share swap deal expected to lift stockholders' equity
The OTCQX-listed energy-tech firm said the BSE approval clears the final regulatory hurdle for a share swap deal expected to lift stockholders' equity
Datatech

Bouygues Telecom signs MoU to acquire SFR in €20.35bn consortium deal

Bouygues, Orange and Free-iliad have signed a memorandum of understanding to carve up SFR's assets from Altice France in a €20.35bn transaction.
Bouygues, Orange and Free-iliad have signed a memorandum of understanding to carve up SFR's assets from Altice France in a €20.35bn transaction.
Cloud Infrastructure

Orange signs MOU to acquire SFR stake in €20bn consortium deal

Orange, Bouygues Telecom and Free–iliad will acquire SFR from Altice France in a €20.35bn deal set to reshape French telecoms.
Orange, Bouygues Telecom and Free–iliad will acquire SFR from Altice France in a €20.35bn deal set to reshape French telecoms.
Cloud Infrastructure
Enterprise Software

Uniti Group prices $1.1bn Kinetic fiber securitisation notes

Uniti's Kinetic ABS subsidiary has priced $1.14bn in secured fiber network revenue notes across three tranches, due June 2033.
Uniti's Kinetic ABS subsidiary has priced $1.14bn in secured fiber network revenue notes across three tranches, due June 2033.
AI & ML
Data Centres
Semiconductors

Microchip launches PCIe 6.0 and CXL 3.1 retimers for AI fabrics

Microchip Technology's XpressConnect retimers target signal-integrity and latency bottlenecks in large-scale GPU clusters running at 64 GT/s.
Microchip Technology's XpressConnect retimers target signal-integrity and latency bottlenecks in large-scale GPU clusters running at 64 GT/s.
AI & ML
Cybersecurity
Enterprise Software

Trident Digital launches TDTHAI Africa AI infrastructure initiative

Nasdaq-listed Trident Digital is using its Ghana tax-platform deployment as a springboard for a continent-wide AI infrastructure push.
Nasdaq-listed Trident Digital is using its Ghana tax-platform deployment as a springboard for a continent-wide AI infrastructure push.
AI & ML
Data Centres
Semiconductors

STMicroelectronics doubles data centre revenue target to $1bn for 2026

ST has raised its 2026 data centre revenue ambition to roughly $1bn, citing AI infrastructure demand and capacity ramp-up progress.
ST has raised its 2026 data centre revenue ambition to roughly $1bn, citing AI infrastructure demand and capacity ramp-up progress.
Enterprise Software
Semiconductors

Microchip Technology wins BIS export licence for FPGA work in Armenia

Microchip Technology has secured a U.S. Commerce Department export licence allowing its Armenian engineering team to develop advanced FPGA technologies under controlled
Microchip Technology has secured a U.S. Commerce Department export licence allowing its Armenian engineering team to develop advanced FPGA technologies under controlled
AI & ML
Cloud Infrastructure
Enterprise Software

SciTec wins $5.5m Air Force option for cloud data fusion system

Firefly Aerospace subsidiary SciTec has been awarded a $5.5m contract option to deliver data fusion capabilities for the US Air Force's CBC2 battle
Firefly Aerospace subsidiary SciTec has been awarded a $5.5m contract option to deliver data fusion capabilities for the US Air Force's CBC2 battle
AI & ML
Cloud Infrastructure
Enterprise Software

Coralogix raises $200m Series F to build AI-native observability

The Boston-based observability platform closed a $200m Series F co-led by Advent, CPPIB and Greenfield, bringing total funding to $550m.
The Boston-based observability platform closed a $200m Series F co-led by Advent, CPPIB and Greenfield, bringing total funding to $550m.
Cloud Infrastructure
Enterprise Software
Datatech

ATN International closes $268m tower sale, trims 2026 EBITDA outlook

ATN International has completed the initial closing of its Southwestern US tower portfolio sale to Everest Infrastructure Partners for $268m in cash.
ATN International has completed the initial closing of its Southwestern US tower portfolio sale to Everest Infrastructure Partners for $268m in cash.
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