Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
Silicom Ltd. has secured a design win worth $5 million per year with a global cybersecurity company for a new range of white label switches, with production orders expected in 2026.
Skymizer and VIA NEXT Technologies have announced a collaboration to advance AI inference infrastructure and chiplet integration, focusing on system-level validation, advanced packaging, and modular architectures for enterprise-scale AI deployments.
Schneider Electric and Motivair have completed phased delivery of AI infrastructure solutions worth over $290 million for TeraWulf’s Lake Mariner data campus near Buffalo, New York. The project supports up to 750 MW of power demand and integrates power, cooling, and monitoring systems to accelerate AI data center deployment.
Tamnoon has expanded its AI engine, Tami, into a skill-based orchestrator that generates tailored remediation skills for enterprise environments, introducing new capabilities for automated cloud defense.
Modine has signed a long-term capacity agreement worth over $4 billion with a strategic data center customer, ensuring supply of Airedale by Modine cooling products through 2029 and receiving a $165 million upfront payment to expand capacity.
Cogent Communications has agreed to sell 10 of its data center facilities for $225 million in cash to an entity backed by I Squared Capital. The deal is expected to close by mid-June 2026, pending regulatory approval.
Alibaba Cloud has introduced a new suite of AI products including the Qwen3.7-Max model, a Skills portal, and the Qwen Cloud platform. The launch took place at its first international Qwen Conference in Singapore, alongside initiatives to train local SMEs and students in generative and agentic AI.
TECO Electric & Machinery has completed its acquisition of a 78% stake in Malaysia’s Dynaciate Engineering for about USD 50.8 million, positioning Dynaciate as its manufacturing hub for modular and AI data center infrastructure in Southeast Asia.
According to MarketsandMarkets, the global RISC-V market is expected to grow from $1.31 billion in 2026 to $4.85 billion by 2032, driven by government and enterprise initiatives in semiconductor independence and open hardware adoption.
An affiliate of Phoenix Investors has sold the 217-acre Colossus I data center in Memphis, Tennessee, to a subsidiary of SpaceX for 185 million dollars. The facility, known as the first data center of xAI, spans 785,000 square feet.
Thales and Google Cloud have announced a partnership to create a new sovereign cloud in Germany, designed to meet national digital sovereignty and regulatory standards. The infrastructure will be managed by a Thales-owned German entity and is expected to reach general availability by the end of 2026.
Arizton forecasts that the Asia Pacific data center construction market will reach USD 83.88 billion by 2031, growing at a compound annual rate of 15.87 percent, driven by cloud and AI infrastructure demand.
T5 Services has appointed Mason Thornburg as Chief Financial Officer to oversee finance operations as the company continues its global expansion and growth in data center services.
QBit Semiconductor has officially listed on the Taiwan Emerging Stock Board under ticker 7913, reaching a market capitalization of approximately $700 million after strong investor demand.
AHEAD has opened a new air and liquid cooled rack integration facility in Libertyville, Illinois, designed to accelerate enterprise AI infrastructure deployment by reducing setup timelines from months to weeks.
Sortera Technologies has begun full operations at its second aluminum recycling facility in Lebanon, Tennessee. The site doubles the company’s total processing capacity to about 240 million pounds per year, using AI sorting to produce high-purity recycled aluminum for U.S. manufacturers.
STL Optical Connectivity NA, a subsidiary of Sterlite Technologies, has received US Conec certification to offer pre-terminated fiber trunks using MMC connectors, expanding its Neuralis data center portfolio in North America.
Alibaba has introduced the Zhenwu M890 AI chip, developed by its T-Head unit, offering triple the performance of its predecessor and marking a key step in China's effort to build domestic alternatives to Nvidia processors.
BharathCloud has launched its first AI-ready sovereign Cloud Centre at CtrlS Datacenters' Hyderabad DC1 facility, supported by JLL as the exclusive advisor. The move marks the beginning of BharathCloud's $100 million plan to expand cloud infrastructure across India.
WhiteFiber has signed a five-year agreement worth over $160 million to provide AI compute infrastructure for an investment-grade technology customer in the Paris region. The deployment will use NVIDIA GPU systems and begin service in July 2026.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
