Nov 4, 2026
Aker Calls Microsoft Nscale Contract Loss Minor Ahead of IPO
Aker CEO Øyvind Eriksen described Microsoft's canceled Nscale compute contract as minor compared with the startup's wider portfolio.
Chips & Data Centers
Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
Nov 13
Vertiv launches power panel for 100 kW-plus AI racks
Nov 13
DOE's AI-FORTS program builds AI cyber defences for the energy grid
Nov 13
Huang called Nvidia's interim CEO "a deer in the headlights", WSJ reports
Nov 13
SEMIFIVE's custom AI chip orders jump 437% to a record quarter
Nov 4, 2026
Camtek reports record $161.3 million Q3 revenue amid AI demand
Camtek reported third quarter revenue of $161.3 million, up 28% from a year earlier, and expects 2027 revenue to exceed $800 million.
Nov 4, 2026
Hut 8 Reports $71.1 Million Revenue as AI Data Center Construction Advances
Hut 8 reported third quarter revenue of $71.1 million and net income of $189.5 million as it advanced construction at its River Bend and Beacon Point AI data center campuses.
Nov 4, 2026
AWS launches Semarak AI Malaysia
The national program will provide AI tools and training to government officers, developers, students and local software companies.
Nov 4, 2026
AI stocks fall as Democrats win Texas governor race on data center fears
Technology and AI stocks fell in overnight trading after Democrat Gina Hinojosa was projected to win the Texas governor's race. Hinojosa supports a moratorium on AI data centers.
Nov 4, 2026
Google says LLMjacking attacks generated up to $1 million in cloud charges
Mandiant investigated attacks that hijacked enterprise access to large language models, generating more than $100,000 in fraudulent charges in one day and up to $1 million at some organizations.
Nov 4, 2026
Applied Compute raises $350 million at $3.25 billion valuation
Applied Compute raised $350 million at a $3.25 billion valuation after reaching a $100 million annualized revenue run rate. The company will expand compute capacity, hiring and enterprise deployments.
Nov 3, 2026
Firmus Wins Approval for 26 MW AI Facility in Tasmania
Latrobe Council approved Firmus Technologies to convert a warehouse at the former Wesley Vale pulp mill into an AI computing and research facility.
Nov 3, 2026
Supermicro quarterly revenue rises to record $19.9 billion
Supermicro reported fiscal first quarter revenue of $19.9 billion, up from $5.0 billion a year earlier. Net income reached $1.59 billion, while gross margin was 12.7%.
Nov 3, 2026
Arista Q3 revenue rises 59% to $3.66 billion
Arista Networks reported third quarter revenue of $3.66 billion, up 58.5% from a year earlier and above its guidance of $3.3 billion.
Nov 3, 2026
AMD revenue rises 45% to $13.4 billion, forecasts $17 billion quarter
AMD reported record third quarter revenue of $13.4 billion as data center sales nearly doubled, and forecast about $17 billion for the fourth quarter.
Nov 3, 2026
Analog Devices Completes Acquisition of Alif Semiconductor
Analog Devices completed its acquisition of Alif Semiconductor, adding AI microcontrollers and fusion processors to its semiconductor portfolio.
Nov 3, 2026
Schwarz Digits and Bull Plan European AI Computing Service
Schwarz Digits and Bull signed a preliminary agreement to develop AI computing services that operate entirely under European jurisdiction. STACKIT will offer the service, while Bull will manufacture its infrastructure.
Nov 3, 2026
California Resources and Bloom Energy Evaluate 1 GW of Fuel Cell Projects
California Resources Corporation and Bloom Energy are evaluating at least 1 GW of fuel cell generation in California, with data centers among the potential customers.
Nov 3, 2026
Smugglers Use Processor Loophole to Move Restricted HBM Into China
Smugglers are reportedly pairing restricted HBM chips with permitted processors in South Korea before moving the memory into China for removal and resale.
Nov 3, 2026
Russia orders private data centers to reserve 10% of capacity
Russian data centers outside state ownership must reserve 10% of their capacity for government use and provide access with 24 hours notice.
Nov 3, 2026
HUMAIN Adds CNTXT to Enterprise AI Platform
CNTXT is joining HUMAIN, adding cloud, data, AI, cybersecurity and managed services capabilities to the Saudi company's platform.
Nov 3, 2026
Germany Data Center Investment to Reach €23.5 Billion in 2026
German data center investment will rise 57% to €23.5 billion in 2026 as demand from AI and cloud services increases, but capacity remains far below projected levels in the US and China.
Nov 3, 2026
Fermi and TensorWave Miss Data Center Lease Deadline
Fermi and TensorWave did not close their 222 MW data center lease by the October 31 deadline. Neither company has terminated the agreement, and talks continue.
Nov 3, 2026
ARIA to Test Lumai Optical AI Inference Servers
ARIA will deploy Lumai Iris optical inference servers in its Scaling Inference Lab, where researchers will test the technology with AI workloads in a commercial data center.
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Silicon Brief
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.