Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
Dirac and Amazon Web Services have partnered to host BuildOS on AWS infrastructure, including AWS GovCloud (US), for manufacturers handling regulated production data.
Aranya raised $11 million to expand its team and develop its infrastructure software for GPU clusters. The company says its platform converts bare metal servers into custom clusters in under 48 hours.
S&P Global has completed its acquisition of datacenterHawk, adding data center, fiber optic, and related infrastructure intelligence to S&P Global Energy.
Salute has agreed to acquire T5 Operations, a data center operations unit of T5 Data Centers, in a deal that would expand its management footprint to more than 15 GW across over 150 markets.
Lam Research has started construction on a 120,000 square foot lab in Tualatin, Oregon, as part of a planned global research expansion focused on advanced semiconductors for AI chips.
HUMAIN selected Compal Electronics as a long term manufacturing partner for AI infrastructure, edge computing, AI PCs, and Physical AI systems.
Nscale closed about $3 billion in loan commitments to fund GPU infrastructure and related equipment at AI campuses in Ward County, Texas, and Madison County, North Carolina.
Cloover says it has become profitable three years after launch, with more than $350 million in revenue run rate and over $1.3 billion in financing capacity.
The EU awarded French state owned Atos Bull a €387.8 million contract to build LUMI-AI, a supercomputer planned for Finland in the second half of 2027.
OpenAI is reportedly buying tens of thousands of Apple Mac mini and Mac Studio computers for reinforcement learning and AI agents that operate computers.
Anthropic signed a $35 billion cloud computing deal with Lambda for capacity at a Texas data center developed by Hut 8.
Together AI and HUMAIN announced a partnership at LEAP to connect HUMAIN's Saudi AI compute capacity with Together AI's cloud platform. The plan includes a new 250 megawatt data center in Saudi Arabia.
SWI Group has joined the NVIDIA Cloud Partner program as a Preferred Partner, giving it access to NVIDIA reference architectures and validated configurations for AI infrastructure deployments.
Corvex plans to raise its critical IT power capacity from about 1.5 MW to about 8 MW by the end of 2026, with a possible path to more than 20 MW in 2027.
Andreessen Horowitz has raised $1.1 billion for its Machine Age Fund, which will invest in AI infrastructure such as chips, memory, networking, storage, data centers and robotics.
Nvidia has paused some deals in an AI cloud financing program that offered credit support to cloud providers in exchange for revenue sharing. The program remains in place and may be revised.
Bullish has provided a $100 million stablecoin liquidity facility to USD.AI for GPU financing. The facility will support lending against high performance computing assets.
Blue Owl managed funds led a $2.4 billion financing package for IREN to buy NVIDIA Blackwell Ultra GPUs for its Mackenzie data center campus in British Columbia.
SuperX AI Technology Limited said its subsidiary SuperX Microinference received an initial purchase order from Ezisight for 128 B300 AI server clusters, scheduled for delivery in the fourth quarter of 2026.
SK Telecom plans to spin SK Horizon out of SK Broadband and receive KRW 3.08 trillion from KKR and the IMM Investment Stonebridge consortium to expand AI data center infrastructure in Korea.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
