Investment

AI & ML
Data Centres

Applied Digital signs 210 MW lease at Delta Forge 2 for fifth AI campus

The NASDAQ-listed data-centre operator secured a 15-year take-or-pay deal worth $5.2bn in base revenue, bringing its total contracted portfolio
The NASDAQ-listed data-centre operator secured a 15-year take-or-pay deal worth $5.2bn in base revenue, bringing its total contracted portfolio
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.
Semiconductors

Finwave debuts eight GaN-on-Si RF switches at IMS2026

Finwave Semiconductor is showcasing eight new high-power GaN-on-Silicon RF switches at IMS2026, with a new prototyping partnership with X-Microwave.
Finwave Semiconductor is showcasing eight new high-power GaN-on-Silicon RF switches at IMS2026, with a new prototyping partnership with X-Microwave.
AI & ML
Data Centres
Enterprise Software

Meta and ABC launch $115m academy to train data centre workers

Meta and Associated Builders and Contractors will invest $115m to train thousands of construction technicians for US data centre projects.
Meta and Associated Builders and Contractors will invest $115m to train thousands of construction technicians for US data centre projects.
Telecom

Orange acquires full control of MasOrange for €4.25bn

Orange has completed its purchase of the remaining 50% stake in MasOrange, making Spain's leading operator a wholly owned subsidiary.
Orange has completed its purchase of the remaining 50% stake in MasOrange, making Spain's leading operator a wholly owned subsidiary.
AI & ML
Enterprise Software

Secondmind and SCAE sign reseller deal to bring engineering AI to Japan

Cambridge-based Secondmind has agreed a reseller partnership with Sumitomo-backed SCAE to distribute its active-learning design and calibration software to Japanese OEMs.
Cambridge-based Secondmind has agreed a reseller partnership with Sumitomo-backed SCAE to distribute its active-learning design and calibration software to Japanese OEMs.
Telecom

Orange, Bouygues and Free sign €20bn MoU to acquire SFR

A French telecoms consortium has agreed to buy SFR from Altice France for €20.35bn, in one of Europe's largest-ever telecoms transactions.
A French telecoms consortium has agreed to buy SFR from Altice France for €20.35bn, in one of Europe's largest-ever telecoms transactions.
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
Cybersecurity
Enterprise Software
Telecom

Gogo unit wins $7.5m NOAA contract for hurricane hunter comms

SD Government, a Gogo subsidiary, will supply satellite communications, ground infrastructure and cybersecurity services to NOAA's Hurricane Hunter fleet.
SD Government, a Gogo subsidiary, will supply satellite communications, ground infrastructure and cybersecurity services to NOAA's Hurricane Hunter fleet.
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.
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
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
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.
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
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
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
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