Chips & Data Centers

Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.

DCAI Becomes First in Denmark to Receive NVIDIA DGX B300 Systems

DCAI has announced it will be the first organization in Denmark and among the first in Europe to receive NVIDIA DGX B300 AI infrastructure, enhancing its Gefion supercomputer's capabilities for large-scale AI training and inference.

October 23, 2025

Applied Digital Signs $5 Billion Lease for Polaris Forge 2 AI Campus

Applied Digital has secured a $5 billion, 15-year lease with a U.S.-based hyperscaler for 200 megawatts of capacity at its Polaris Forge 2 campus in North Dakota, expanding its total leased capacity in the state to 600 MW.

October 23, 2025

Nvidia May Guarantee OpenAI’s Data Center Loans

Nvidia is reportedly in talks to guarantee some of the loans OpenAI plans to take out for building its data centers, according to The Wall Street Journal. The potential deal is part of a broader $100 billion partnership between the two companies.

October 23, 2025

Meta and Blue Owl Form $27 Billion Joint Venture for Hyperion AI Data Center in Louisiana

Meta has entered a $27 billion joint venture with Blue Owl Capital to develop the Hyperion AI data center campus in Richland Parish, Louisiana. The facility will be leased by Meta under a long-term agreement and is designed to support the company’s large-scale AI infrastructure expansion.

October 22, 2025

U.S. Air Force Seeks Proposals for Large-Scale AI Data Centers

The U.S. Department of the Air Force has opened a call for proposals to develop artificial intelligence data centers, requiring projects with over 100 megawatts of new load and at least $500 million in capital investment.

October 21, 2025

XNRGY Secures Investment from Decarbonization Partners, Climate Investment, and Activate Capital

XNRGY Climate Systems has received growth equity financing from Decarbonization Partners, Climate Investment, and Activate Capital to expand its U.S. manufacturing and accelerate deployment of sustainable cooling technologies for data centers.

October 21, 2025

LightRiver and Nokia Power Gigabit Fiber Expansion Across Dallas for AI Data Centers

Gigabit Fiber has partnered with LightRiver and Nokia to expand high-speed fiber infrastructure across Dallas, Houston, San Antonio, and Phoenix, aimed at connecting AI data centers with low-latency, scalable connectivity.

October 21, 2025

Oracle Partners with VoltaGrid for 2.3GW of Natural Gas Power to AI Data Centers

Oracle has signed an agreement with VoltaGrid to supply 2.3 gigawatts of natural gas-derived power for its AI data centers, using Energy Transfer’s pipeline network and VoltaGrid’s modular platform.

October 21, 2025

Rebellions Joins Arm Total Design to Advance AI Data Center Infrastructure

Rebellions has joined Arm's Total Design ecosystem to enhance scalable and energy-efficient AI infrastructure solutions for data centers, integrating its REBEL AI accelerators with Arm's Neoverse Compute Subsystems.

October 21, 2025

Congo Promotes Inga Hydroelectric Site to Power AI Data Centers

The Democratic Republic of Congo is promoting its Inga hydroelectric complex as a potential power source for large-scale AI data centers, with World Bank funding and new legislation aimed at attracting private investment.

October 21, 2025

Vertical Semiconductor Raises $11 Million for GaN Power Chips

MIT spin-out Vertical Semiconductor has raised $11 million in seed funding led by Playground Global to develop vertical gallium nitride transistors for AI data centers.

October 21, 2025

Nvidia, Microsoft, BlackRock, and xAI to Acquire Aligned Data Centers for $40 Billion

A consortium including Nvidia, Microsoft, BlackRock, and xAI will acquire Aligned Data Centers from Macquarie Asset Management for $40 billion. The deal marks the first major investment by the AI Infrastructure Partnership and is expected to close in 2026, pending regulatory approval.

October 21, 2025

GSI Technology’s Compute-in-Memory APU Matches GPU AI Performance with 98% Lower Energy Use

GSI Technology announced that its Gemini-I APU achieved GPU-level performance in AI workloads while consuming over 98% less energy, according to a Cornell University study presented at the Micro ’25 conference.

October 21, 2025

Connectbase to Launch GPU-as-a-Service Platform for AI Infrastructure Monetization

Connectbase announced plans to introduce GPU-as-a-Service (GPUaaS) within its Federated Ecosystem Fabric, enabling providers to sell and manage GPU capacity alongside connectivity services in a unified system.

October 21, 2025

NEXT Semiconductor Unveils Full-Waveform LiDAR Processor SoC

NEXT Semiconductor Technologies has announced the NXLR1 LiDAR Processor Unit, a system-on-chip integrating 12 high-speed ADC channels with proprietary Full Waveform Capture processing for enhanced perception in autonomous vehicles.

October 21, 2025

Nebius Launches NVIDIA Blackwell-Powered AI Cloud in Israel

Nebius has launched its AI Cloud platform in Israel, featuring one of the country's first public deployments of NVIDIA Blackwell GPUs, enabling local startups and researchers to access advanced compute resources.

October 21, 2025

Oracle to Launch AI Supercluster with 50,000 AMD GPUs in 2026

Oracle and AMD announced an expanded partnership that will see Oracle Cloud Infrastructure deploy 50,000 AMD Instinct MI450 GPUs starting in Q3 2026. The new AI supercluster will use AMD’s Helios rack design and next-generation EPYC CPUs.

October 21, 2025

Arm Expands Flexible Access Program to Armv9 Edge AI Platform

Arm Holdings has expanded its Flexible Access licensing program to include its Armv9 edge AI platform, offering startups and device makers low-cost access to chip design tools for on-device AI development.

October 20, 2025

Intel Introduces Crescent Island GPU for AI Inference Workloads

Intel has announced a new data center GPU, code-named Crescent Island, optimized for AI inference tasks and designed for air-cooled enterprise servers. The GPU features 160GB of LPDDR5X memory and is based on the Xe3P microarchitecture, with customer sampling expected in the second half of 2026.

October 20, 2025

Global DUV Lithography Market Projected to Reach $23.69 Billion by 2031

The global deep ultraviolet (DUV) lithography systems market is projected to grow from $15.44 billion in 2024 to $23.69 billion by 2031, according to a report by Valuates Reports. Growth is driven by AI, 5G, and semiconductor manufacturing demand.

October 20, 2025

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