Nov 2, 2026
SpaceX AI Adds Two Mississippi Data Centers for 420,000 Nvidia GPUs
SpaceX AI is expanding Colossus 2 with two data center sites in Southaven, Mississippi, that will contain about 420,000 Nvidia GB300 GPUs.
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 2, 2026
Tohoku University and AISIN Build AI Chip With 65.7 Millisecond Startup
Tohoku University and AISIN developed a 16 nanometer AI chip with 32 MB of embedded STT MRAM. The design starts in 65.7 milliseconds and runs AI processing without external memory.
Nov 2, 2026
AI inference data surpasses training data in China
AI inference data in China has surpassed model training data for the first time, as average daily token calls exceed 175 trillion.
Nov 2, 2026
Nuclearn Launches Tool to Convert Plant Drawings for AI Queries
Nuclearn Link converts piping and instrumentation diagrams into connected models that staff can query through AI assistants.
Nov 2, 2026
Anthropic Reports $17 Billion Quarterly Revenue and $895 Billion in Compute Commitments
Anthropic's amended IPO filing shows third quarter revenue of $17.0 billion and about $895.4 billion in compute and infrastructure commitments.
Nov 2, 2026
Omantel Signs WPS and Huawei AI Agreements in China
Omantel signed agreements with WPS and Huawei covering Arabic office software hosted in Oman and Huawei AI processors for its national cloud infrastructure.
Nov 2, 2026
OpenAI Launches Grid Protectors Program for Compute Campuses
OpenAI will work with utilities to reduce electricity demand at its compute campuses when power grids are under strain, starting with a pilot in Georgia.
Nov 2, 2026
Omen AI Acquires Aquatic Labs for $16 Million
Omen AI acquired Aquatic Labs for $16 million in cash and stock, adding its sensor technology and research team to data center cooling operations.
Nov 2, 2026
Marvell Agrees to Buy Lumentum in $115 Billion Stock Deal
Marvell Technology has agreed to acquire Lumentum in an all stock transaction with an implied enterprise value of $115 billion.
Nov 2, 2026
IDCA Launches Data Center Community Assurance Program
The International Data Center Authority launched a program that assesses proposed data centers across environmental and economic measures. Projects receive a score from 0 to 100, while community feedback contributes to a separate trust score.
Nov 2, 2026
Fair Trade USA Gets $600,000 Grant for AI Climate Tool
The Patrick J. McGovern Foundation awarded Fair Trade USA $600,000 to develop an AI tool that gives farmers climate, market and agricultural guidance.
Nov 2, 2026
OpenAI lobbyist tells 2028 hopefuls AI will define their White House bids
In a memo obtained by Politico, OpenAI's Chris Lehane warns prospective 2028 candidates that opposing data center build out could cost the U.S. its AI lead to China.
Nov 2, 2026
ServerDome Global starts $10 billion Texas data center campus
ServerDome Global has started construction on a 350 MW data center campus near El Paso. The project could include ten domed facilities powered mainly by onsite natural gas generation.
Nov 2, 2026
ECARX and Arm Plan AI Computing Platforms for Vehicles
ECARX and Arm signed a nonbinding agreement to explore AI computing platforms for vehicles and other physical AI applications. Their work will cover system architecture, software, safety, cybersecurity and configurations for China and global markets.
Nov 2, 2026
Musk mocks Altman over remark that idle PC memory is "quite terrible"
Elon Musk mocked Sam Altman after the OpenAI chief said it is quite terrible for scarce DRAM to sit in personal computers amid a memory shortage.
Nov 2, 2026
Altman tells ADIPEC AI is now mostly smarter than top scientists and power is the bottleneck
OpenAI CEO Sam Altman says advanced AI models can now outperform leading scientists and complete parts of many white collar jobs. He identifies electricity supply as the main constraint on further growth.
Nov 2, 2026
Apacer to Show Edge AI Storage at electronica 2026
Apacer Technology will present storage, memory, cooling and data protection products for edge AI systems at electronica 2026. The lineup includes PCIe Gen5 SSDs, DDR5 memory and technologies for managing heat and power.
Nov 2, 2026
LITEON Q3 revenue rises 28% as AI infrastructure sales grow
LITEON reported third quarter revenue of NT$57.4 billion, up 28% from a year earlier, as demand increased for AI server power and cloud computing products.
Nov 2, 2026
Envision says 800V DC power system is live at its Galaxy AI data center
Envision says its Galaxy campus in China is running live AI workloads through an integrated 800 volt DC system that combines solid state transformers, battery storage and AI based controls.
Nov 2, 2026
Ceva NPU Enters Production in Mobilint REGULUS Chip
Mobilint has integrated Ceva's NeuPro-Nano NPU and SensPro AI DSP into its REGULUS edge AI chip, which delivers 10 TOPS of AI performance while consuming under 3W.
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Silicon Brief
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.