Investment

AI & ML
Enterprise Software

Kratos completes cross-country autonomous truck platooning for NASCAR

Kratos Defense ran an autonomous follower tractor-trailer from North Carolina to California, supporting NASCAR race logistics in a multi-state freight deployment.
Kratos Defense ran an autonomous follower tractor-trailer from North Carolina to California, supporting NASCAR race logistics in a multi-state freight deployment.
AI & ML
Enterprise Software

NewGen lifts K25.ai stake to 10% as pre-A closes at $100m valuation

NewGenIVF has completed a $10m pre-A investment in AI livestreaming platform K25.ai, valuing the startup at $100 million ahead of a Series A
NewGenIVF has completed a $10m pre-A investment in AI livestreaming platform K25.ai, valuing the startup at $100 million ahead of a Series A
Quantum
Semiconductors

QTREX produces cryogenic chip carrier using single-build AME process

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
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
Cloud Infrastructure
Semiconductors
Datatech

Sio Silica and Arctic Gateway sign MOU for Churchill silica exports

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

Tower Semiconductor and Marvell hit five million coherent PIC shipments

Tower Semiconductor and Marvell have shipped more than five million coherent photonic ICs, targeting rising bandwidth demands in AI-driven data centre networks.
Tower Semiconductor and Marvell have shipped more than five million coherent photonic ICs, targeting rising bandwidth demands in AI-driven data centre networks.
Cybersecurity
AI & ML
Enterprise Software

Quest Software acquires Anetac to secure non-human AI identities

Quest Software has bought Anetac to extend identity security to agentic AI, service accounts and other non-human identities across enterprise environments.
Quest Software has bought Anetac to extend identity security to agentic AI, service accounts and other non-human identities across enterprise environments.
AI & ML
Advertising

Dstillery joins Microsoft Media Marketplace as launch partner

Dstillery's predictive AI audiences are now available in Microsoft Advertising's Media Marketplace, giving buyers access to curated omnichannel inventory across 30-plus
Dstillery's predictive AI audiences are now available in Microsoft Advertising's Media Marketplace, giving buyers access to curated omnichannel inventory across 30-plus
AI & ML
Cloud Infrastructure
Data Centres

Rumble closes Northern Data deal, forming Quake AI GPU platform

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

THEON agrees €300m deal to acquire infrared specialist HGH

THEON International has entered exclusivity with Carlyle to buy HGH Systèmes Infrarouges for approximately €300 million, targeting Q4 2026 close.
THEON International has entered exclusivity with Carlyle to buy HGH Systèmes Infrarouges for approximately €300 million, targeting Q4 2026 close.
AI & ML
Enterprise Software
Marketing

Visiting Media and Bonafide.AI partner on hotel AI distribution

The two hospitality technology firms aim to give hotels structured, AI-ready content to compete with OTAs in LLM-powered travel discovery.
The two hospitality technology firms aim to give hotels structured, AI-ready content to compete with OTAs in LLM-powered travel discovery.
AI & ML
Cloud Infrastructure
Data Centres

AMD and Rackspace sign 30 MW AI compute deal for regulated sectors

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 two NASDAQ-listed companies have formalised a phased deployment of AMD GPU and CPU compute across Rackspace's global data centres from late 2026.
AI & ML
Enterprise Software
Cloud Infrastructure

APSEZ extends Kaleris deal to cover 15 terminals in AI push

Adani Ports will deploy Kaleris's N4 operating system and AI optimisation tools across 15 container terminals as part of an $850m technology investment.
Adani Ports will deploy Kaleris's N4 operating system and AI optimisation tools across 15 container terminals as part of an $850m technology investment.
AI & ML
Enterprise Software
Semiconductors

Articul8 AI closes $500m Series B with industrial software deal

Articul8 AI has completed its Series B at a $500m pre-money valuation via a strategic investment and commercial partnership with an unnamed industrial software
Articul8 AI has completed its Series B at a $500m pre-money valuation via a strategic investment and commercial partnership with an unnamed industrial software
Cloud Infrastructure
AI & ML
Semiconductors

Axe Compute signs $25.9m in Blackwell GPU contracts

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

GitHits raises $1.75m pre-seed to build code-search layer for AI agents

The Finnish-founded startup wants to index all public open-source code, giving coding agents working examples to cut hallucinations and token waste.
The Finnish-founded startup wants to index all public open-source code, giving coding agents working examples to cut hallucinations and token waste.
Semiconductors
AI & ML

Nokia expands Pennsylvania photonic chip facility tenfold for AI

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

One Stop Systems wins $8.4m defence contract for AI edge servers

OSS will deliver 91 rugged 3U short-depth servers for low-band signal surveillance, with the platform carrying a potential four-year value of $44m.
OSS will deliver 91 rugged 3U short-depth servers for low-band signal surveillance, with the platform carrying a potential four-year value of $44m.
Cybersecurity
Enterprise Software

Castellum JV wins position on $250m US Navy logistics IT contract

CTM JV, LLC has secured a spot on the Navy's LIIS CMDS multiple-award IDIQ, competing for task orders across fleet logistics IT modernisation.
CTM JV, LLC has secured a spot on the Navy's LIIS CMDS multiple-award IDIQ, competing for task orders across fleet logistics IT modernisation.
Quantum
Cybersecurity
AI & ML

Quantum Cyber licenses quantum photonic antenna tech for drone platform

Nasdaq-listed Quantum Cyber has signed an exclusive worldwide IP licence for quantum photonic array antenna technology from Miami-based Project LightShift.
Nasdaq-listed Quantum Cyber has signed an exclusive worldwide IP licence for quantum photonic array antenna technology from Miami-based Project LightShift.
Datatech
Cloud Infrastructure

Gilat to acquire Comtech satellite segment for $157.5m

Gilat Satellite Networks will pay $157.5m cash for Comtech's Satellite and Space Communications segment, targeting a combined revenue run-rate above $700m.
Gilat Satellite Networks will pay $157.5m cash for Comtech's Satellite and Space Communications segment, targeting a combined revenue run-rate above $700m.
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