Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
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.
Elon Musk announced that Tesla has deployed millions of its own AI chips and is preparing the AI5 generation while beginning work on AI6. The company aims to release a new chip design every year and is recruiting engineers for its AI silicon team.
CleanArc Data Centers has begun construction on its flagship 900MW hyperscale campus in Caroline County, Virginia, with the first 300MW scheduled to come online in early 2027.
Siemens has partnered with Delta Electronics to deliver modular, prefabricated power systems for data centers in Europe and the Asia-Pacific region, aiming to reduce deployment time and costs while improving energy efficiency.
Airsys Cooling Technologies Inc. has announced PowerOne, a modular cooling architecture built to handle high-density AI and HPC data center environments, supporting deployments from 1MW to over 100MW.
Schneider Electric and Digital Realty have entered a $373 million Supply Capacity Agreement covering UPS systems, switchgear, and prefabricated skids to meet rising data center demand.
Samsung has unveiled a five-year, $310 billion investment plan focused on advancing artificial intelligence and semiconductor production, including a new chip facility and AI data centers in South Korea.
Foxconn, also known as Hon Hai Precision Industry, announced a partnership with OpenAI to co-design and manufacture AI data center hardware in the United States, expanding its role in the AI supply chain beyond iPhone assembly.
Amazon plans to invest at least $3 billion to build a new data center campus in Warren County, Mississippi, creating hundreds of jobs and expanding its AI and cloud computing capacity.
Elon Musk’s xAI plans to construct a 500-megawatt data center in Saudi Arabia in partnership with Humain, using Nvidia chips. The project marks xAI’s first major facility outside the United States.
The US government has approved the sale of up to 70,000 advanced AI chips to Saudi Arabia and the UAE, allowing Saudi firm Humain and UAE-based G42 to each acquire up to 35,000 Nvidia GB300 systems under strict security and reporting conditions.
Luma AI has raised $900 million in a Series C round led by Humain to develop multimodal artificial general intelligence and will collaborate on a 2-gigawatt AI supercluster in Saudi Arabia.
Delta Electronics and Siemens Smart Infrastructure have agreed to jointly deliver prefabricated, modular power solutions aimed at cutting data center deployment time, costs, and carbon emissions.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
