Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
Z Squared outlined its plan to acquire power connected sites and convert them into AI infrastructure, starting with the planned acquisition of Paradox Data and its Union County campus in Arkansas.
Compute Exchange is preparing token forward contracts for AI inference pricing after launching a marketplace for used and refurbished NVIDIA GPUs in July.
TIER IV has joined a Japan Science and Technology Agency semiconductor research program to develop open AI chip designs for Level 4 autonomous driving.
CVC DIF has agreed to acquire a significant majority stake in firstcolo from CUBE Infrastructure. The deal includes plans to continue developing firstcolo's FRA7 data center in Rosbach, Germany, with up to 24 MW of total capacity.
Heron Power selected Morgan Hill, California, for its first factory. The company plans to invest more than $100 million, create more than 600 jobs, and produce up to 10,000 Heron Link systems a year starting in late 2027.
AGent Energy raised an $11 million Series Seed round to expand its AI based platform for aggregating backup generation at commercial, industrial, and institutional sites.
WhiteFiber will operate GPU clusters for 100 MW of planned Krambu data center capacity beginning in 2027 under a new strategic agreement.
Sivers Semiconductors and SemiNex announced a $3.4 million program to develop indium phosphide light sources for AI data center interconnects.
Quantinuum and Oracle announced a multiyear partnership to deploy the Helios quantum computer in an Oracle Cloud Infrastructure AI data center in the United States.
MegazoneCloud has been selected as the first system integration partner in Korea for Amazon Quick by the AWS Generative AI Innovation Center.
DapuStor showcased a 512TB E2 R6060 SSD, liquid cooled EDSFF designs, and other enterprise SSD products for AI infrastructure at FMS2026.
Ryanair and Google Cloud have announced a five year data and AI partnership that will bring Gemini Enterprise, Google Workspace, and Google Cloud services to 35,000 employees.
Thunder Compute and Lektra are partnering to combine cloud orchestration software with distributed AI infrastructure for GPU compute capacity.
RT-One will use the AMPHIX AI Infrastructure Platform from RAVEL and Strata Expanse to validate AI infrastructure configurations and set up customer environments before its campuses go live.
Compal Electronics opened its Daxi AI Server Manufacturing Center in Taoyuan, Taiwan. The site will produce AI server systems and rack solutions, with revenue contribution expected to begin in the fourth quarter of 2026.
Hyperscale Data has started a strategic review focused on its data center operations, including a possible sale or lease of part or all of its Michigan data center. The review follows a 20 MW AI compute agreement expected to represent about $1.2 billion in contractual value over its term.
IntelliTek Health and Promevo announced a collaboration to migrate and deploy IntelliTek Health's healthcare AI platform on Google Cloud.
Anthropic, Macquarie Asset Management and GIC have formed Theseus Infrastructure to build and operate data centers dedicated to Anthropic in the United States.
5C Group closed $605 million in debt financing led by Brookfield Asset Management to expand AI data center campuses in North America.
HD Hyundai Heavy Industries signed a USD 673.8 million contract with Corban Energy Group to supply 1,000 MW of power generation systems for U.S. data centers.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
