Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
XConn Technologies and MemVerge showcased a 100TiB Compute Express Link (CXL) memory pool integrated with NVIDIA’s Dynamo architecture at the 2025 OCP Global Summit, demonstrating significant performance gains for AI inference workloads.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
