Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
AMD shares fell 13% despite record quarterly results, while Nvidia, Intel and Broadcom also declined amid concerns about tighter AI rules and delays to data center construction.
Fourteen VAST Data customers committed more than $10 billion to systems using its software and supporting hardware during the first nine months of its fiscal year.
Dropbox plans to acquire cloud storage company Tigris for $350 million to support its DBX Agent Cloud platform. The transaction is expected to close in the fourth quarter of 2026.
Oncor's active interconnection queue included 293 GW of requested data center load at the end of the third quarter of 2026.
Green Voltis raised €13.5 million in Series A funding to expand its AI software for operating and trading battery storage across European power markets.
Microsoft will not exercise an option to more than double its AI computing agreement with Nscale at a Texas data center. The existing contract remains unchanged.
OpenAI will create local agreements for future compute campuses it owns and operates, covering energy costs, resource use, public reporting and local employment.
The three month old AI chip startup is discussing a funding round of at least $50 million after raising $20 million from Striker Venture Partners.
Arm reported record fiscal second quarter revenue of $1.44 billion, supported by 50% growth in license revenue and doubled data center royalties.
Google Cloud introduced new controls for securing AI agents, including CodeMender scanning options, centralized credential management and identity based network rules.
Qualcomm reported fiscal fourth quarter revenue of $10.32 billion, down 8% from a year earlier, while automotive revenue rose 89%. The company maintained its $5 billion data center revenue target for fiscal 2027.
Effingham County commissioners delayed a vote on OpenAI's Project Camellia site plan while seeking clearer commitments on noise controls and safety.
Anthropic says model price reductions and contract discounts offset about $600 million of revenue growth in the third quarter of 2026.
An exit poll found that 56% of respondents considered AI data centers a crucial or major factor in their congressional vote. Most also opposed a new data center in their community.
Supermicro will purchase 10,000 SambaNova SN50 RDUs for AI inference systems that combine the accelerators with NVIDIA GPUs.
Oracle reportedly ended an agreement that would have given Tencent access to about 100,000 advanced AI chips at data centers in Southeast Asia.
Google plans to invest $15 billion in Malaysian data centers during 2027 and 2028, including new campuses and supporting power and water infrastructure.
Initial election returns show voters approved about two dozen measures designed to restrict or block data center construction across 10 states.
Portugal is finalizing rules that would require data centers to use renewable electricity and cooling systems that avoid pressure on public water supplies.
Goodman Group and Digital Realty have offered AU$715 million for a 9.9% stake in Australian data center operator NEXTDC.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.