Lam Research Reports $5.84 Billion Revenue for March 2026 Quarter
Lam Research reported revenue of $5.84 billion for the quarter ended March 29, 2026, with a GAAP diluted EPS of $1.45 and operating margin of 35 percent.
April 23, 2026
Chips & Data Centers
Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
Neurophos Expands After $110 Million Series A, Adds Industry Leaders and New Offices
Neurophos has nearly tripled in headcount since its $110 million Series A funding, adding senior hires from major tech firms and opening new facilities in Austin and Redwood City.
April 22, 2026
AMI Firmware Validated for Arm AGI CPU Platforms
AMI has validated its Aptio V UEFI/BIOS and MegaRAC OneTree BMC firmware for Arm AGI CPU platforms, becoming the first firmware vendor integrated with Arm’s AGI CPU reference board.
April 22, 2026
Natixis Leads $2.6 Billion Credit Facility for Switch Data Center Expansion
Natixis Corporate & Investment Banking has arranged a $2.6 billion syndicated letter of credit facility for Switch to support power infrastructure for its data centers across major U.S. markets.
April 22, 2026
Hyperscale Data Expands Michigan Site into AI and Robotics Hub
Hyperscale Data is reconfiguring its Michigan facility into a combined AI data center and robotics hub through a partnership with AGIBOT, dedicating over 100,000 square feet for robotics assembly, testing, and AI model training.
April 22, 2026
SiMa.ai Wins 2026 Edge AI Product of the Year for Modalix SoM
SiMa.ai has received the 2026 Product of the Year Award from the Edge AI and Vision Alliance for its Modalix MLSoC System on Module, recognized as the Best Edge AI Board for delivering high performance and efficiency in power-constrained environments.
April 21, 2026
Schneider Electric Highlights AI's Role in U.S. Power Demand at BNEF Summit
At the 2026 BloombergNEF Summit, Schneider Electric presented research showing that artificial intelligence could drive up to half of U.S. electricity demand growth by 2030 and outlined strategies for accelerating grid modernization and electrification.
April 21, 2026
Denham Capital and First American Nuclear Partner on Power Solutions for AI Data Centers
Denham Capital has formed a strategic partnership with First American Nuclear to deliver integrated power solutions for AI and hyperscale data centers, combining nuclear and on-site generation capabilities.
April 21, 2026
EQT Launches AI Infrastructure Strategy with EdgeConneX
EQT has introduced an AI Infrastructure strategy aimed at expanding global data and energy infrastructure to meet rising AI demands. The initiative is seeded by EdgeConneX and will focus on developing large-scale data centers across major markets worldwide.
April 21, 2026
US Data Center Projects Face Widespread Delays Amid Equipment Shortages and Energy Concerns
More than half of planned US data center projects are being delayed due to shortages of key electrical components, while several states have moved to suspend or regulate new construction amid rising electricity and water consumption concerns.
April 21, 2026
Treon Introduces Make Cloud Solution for AI Maintenance on AWS
Treon has launched its Make Cloud solution, a fully managed AI maintenance service hosted on AWS Cloud, with TotalEnergies Marketing Italia as an early adopter in the cement and ceramics sectors.
April 21, 2026
Six London NHS Trusts Adopt Sectra One Cloud for Shared Imaging Services
Six NHS Trusts in north central London have signed a GBP 15.6 million contract with Sectra to consolidate their imaging systems into a single cloud environment using Sectra One Cloud, improving cybersecurity and collaboration across hospitals.
April 21, 2026
NVIDIA CEO Jensen Huang to Deliver Keynote at COMPUTEX 2026
NVIDIA CEO Jensen Huang will present the company's latest AI innovations at COMPUTEX 2026 in Taipei on June 1, ahead of GTC Taipei, which runs June 2 to 4.
April 21, 2026
RoboSense Unveils EOCENE SPAD SoC Architecture and Two Image Grade Chipsets
RoboSense introduced its EOCENE SPAD SoC architecture along with two new chipsets, Phoenix and Peacock, at its 2026 Tech Day in Shenzhen. The Phoenix chipset is an automotive-grade monolithic SPAD SoC with 2,160-beam image-grade output, while the Peacock chipset is a fully solid-state SPAD SoC designed for robotics. The company also previewed its RGBD sensor, planned for release by 2027.
April 21, 2026
Former Google Energy Executive Joins Anthropic's New Energy Team
Sana Ouji, a longtime Google energy and data center executive, has joined Anthropic to help build its new energy team focused on scaling global data center operations.
April 21, 2026
SK hynix Starts Mass Production of 192GB SOCAMM2 Memory for AI Servers
SK hynix has begun mass production of its 192GB SOCAMM2 memory module, designed for NVIDIA’s Vera Rubin platform. The module uses 1cnm process LPDDR5X DRAM and delivers over twice the bandwidth and 75% better power efficiency than conventional RDIMM modules.
April 21, 2026
Google in Talks with Marvell to Develop New AI Inference Chips
Google is negotiating with Marvell Technology to design two new chips for AI inference, including a memory processing unit to complement its tensor processing units and a new TPU built for running AI models more efficiently, according to The Information.
April 21, 2026
Delta Electronics Unveils Integrated Power and Cooling Architecture for AI Data Centers
Delta Electronics has introduced a unified power, cooling, and infrastructure architecture for AI data centers, presented at Data Center World 2026 in Washington. The platform integrates power systems, liquid cooling, and intelligent controls to support high-density AI workloads efficiently.
April 20, 2026
Atlas Data Storage Selected to Present at TSMC Technology Symposium
Atlas Data Storage has been chosen by TSMC to present its CMOS-enabled molecular data storage technology at the 2026 TSMC Technology Symposium, highlighting its advancements in high-density and durable data preservation solutions.
April 20, 2026
Steele Solutions Acquires Maysteel Industries to Expand Data Center Capabilities
Steele Solutions, backed by Revelar Capital, has acquired Maysteel Industries to expand its presence in data center and electrical infrastructure markets. The deal strengthens Steele Solutions’ position as a North American provider of engineered products for material handling and data center applications.
April 20, 2026
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