Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
Jon Peddie Research has released an extensive report analyzing the rapidly expanding AI processor market, highlighting over $28.5 billion in investments and activity from 120 startups.
OpenAI has entered a multi-year agreement worth over $10 billion with AI chipmaker Cerebras Systems to secure 750 megawatts of computing capacity through 2028. The partnership aims to enhance the speed and efficiency of OpenAI’s inference workloads, including ChatGPT.
OpenAI and SoftBank Group are investing $1 billion in SB Energy to develop large-scale AI data centers and energy infrastructure in the U.S., including a 1.2 GW facility in Texas set to begin operations in 2026.
Meta has signed agreements with TerraPower, Oklo, and Vistra to supply more than 6 gigawatts of nuclear power for its Prometheus AI data center in Ohio, securing long-term energy for its growing AI operations.
Supermicro has announced expanded production and liquid-cooling capabilities to support NVIDIA's upcoming Vera Rubin and Rubin platforms, aiming to accelerate delivery of next-generation AI data center solutions.
Tenstorrent unveiled a compact AI accelerator device developed with Razer at CES 2026, designed to bring generative AI capabilities to Thunderbolt-equipped laptops for mobile and scalable edge AI development.
Nvidia has launched its new Rubin platform, a six-chip architecture designed to power next-generation AI supercomputers. The system introduces major advances in compute efficiency, networking, and storage, and will be deployed by major cloud providers starting in the second half of 2026.
Nvidia has reached a non-exclusive licensing deal with AI chip startup Groq valued at around $20 billion. The agreement includes licensing Groq’s inference technology and hiring key executives, including founder Jonathan Ross and president Sunny Madra, while Groq continues operating independently.
Alphabet has agreed to acquire Intersect, a data center and energy infrastructure developer, for $4.75 billion in cash plus assumed debt. The deal will help Google expand data center power generation capacity and is expected to close in the first half of 2026.
Cerebras Systems is preparing to file for a U.S. IPO next week, targeting a second-quarter 2026 listing. The move follows the company's clearance from U.S. regulators and the removal of G42 from its investor list after previous delays.
Hut 8 has announced a partnership with Anthropic and Fluidstack to develop up to 2.3GW of AI data center capacity in the United States, beginning with a 245MW facility in Louisiana.
OpenAI is in early discussions with Amazon about a potential investment exceeding $10 billion and an agreement to use Amazon’s AI chips, following the ChatGPT maker’s recent restructuring and expanded partnership flexibility.
Intel is negotiating to acquire AI chipmaker SambaNova Systems for about $1.6 billion including debt, with a potential deal expected as soon as next month. SambaNova, founded by Stanford professors, designs custom AI chips and was valued at $5 billion in 2021.
Marvell Technology announced it will acquire Celestial AI for $3.25 billion in cash and stock, aiming to expand its optical interconnect capabilities for next-generation AI and cloud data centers. The deal includes Celestial AI's Photonic Fabric technology, designed to deliver high-bandwidth, low-latency optical connections.
TrendForce's latest report identifies ten major technology trends for 2026, highlighting intensified AI chip competition, the rise of liquid cooling in data centers, and advances in optical communication, energy storage, and semiconductor packaging.
Phillips Lytle LLP has expanded its Data Centers Practice Team to strengthen its legal support for clients involved in data center development, sourcing, and operations across the U.S.
ADLINK Technology has introduced new computer-on-module solutions powered by NXP’s i.MX95 processors, offering AI acceleration and scalability for industrial and edge applications.
Saudi Aramco and Pasqal have installed Saudi Arabia’s first quantum computer, marking the first industrial-focused quantum system in the Middle East. The neutral-atom quantum computer, housed at Aramco’s Dhahran data center, supports 200 qubits and will drive research and training in quantum technologies.
GlobalFoundries has acquired Advanced Micro Foundry and InfiniLink to strengthen its position in silicon photonics for AI data centers, expanding both manufacturing and design capabilities across Singapore, Egypt, and the U.S.
Hewlett Packard Enterprise has been awarded a $931 million, 10-year contract to modernize the U.S. Defense Information Systems Agency’s data centers using its GreenLake hybrid cloud platform.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
