Oct 29, 2026
Wyoming Survey Finds 70% Oppose More AI Data Centers
A University of Wyoming survey finds that 70% of residents with a stated view oppose allowing more large AI data center projects in the state.
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
Oct 29, 2026
US Reportedly Investigated Whether Nvidia Customer Executive Was a Chinese Spy
US intelligence agencies reportedly monitored MegaSpeed.Ai executive Alice Huang over concerns about her access to Nvidia CEO Jensen Huang and ties to China.
Oct 29, 2026
Alibaba Cloud Opens Amsterdam Region With Two Data Centres
Alibaba Cloud has opened its first public cloud region in the Netherlands, operating two data centres in Amsterdam. The region provides local cloud and AI services alongside data storage and processing within the Netherlands and EU.
Oct 29, 2026
Daikin Expects North American Data Center Cooling Business to Exceed $3.3 Billion
Daikin expects its North American data center cooling business to exceed about $3.3 billion by fiscal 2030 and plans to expand production capacity.
Oct 29, 2026
Cortex DC Plans 2 GW of Data Center Capacity in India
The Chatterjee Group subsidiary Cortex DC plans to develop 2 GW of data center capacity across India for AI, cloud and high performance computing workloads.
Oct 29, 2026
Check Point Launches MHO 200 for AI Data Center Traffic
The Maestro Hyperscale Orchestrator 200 provides 12.8 Tbps of fabric capacity, up to 4.5 Tbps of threat prevention throughput and 400GbE ports.
Oct 29, 2026
Culper Claims Cerebras Chips Fail Earlier Than Stated
Culper Research claims Cerebras wafer scale chips last 1.4 to 2.3 years, below the three to five years stated in draft IPO filings.
Oct 29, 2026
Bull Joins Czech AI Gigafactory Bid
Bull and České Radiokomunikace signed an agreement to work on a proposed AI gigafactory in the Czech Republic.
Oct 29, 2026
Telehouse Completes £220 Million London Site Acquisition for 65 MW Data Center
Telehouse and KDDI completed the purchase of the Inventory Estate in East London for more than £220 million, with plans for a 65 MW data center.
Oct 29, 2026
Marvell in Advanced Talks to Buy Lumentum
Marvell Technology is in advanced talks to acquire optical components maker Lumentum Holdings, with an agreement possible as soon as next week.
Oct 29, 2026
EdgeCore Raises $521 Million Against Silicon Valley Data Center
EdgeCore Digital Infrastructure closed a $521 million asset backed securitization backed by its 36 MW SV01 data center in Santa Clara, California.
Oct 29, 2026
Wesco Data Center Sales Rise 55% to $1.8 Billion
Wesco reported $1.8 billion in third quarter data center sales, up approximately 55% from a year earlier. Total net sales reached a record $7.2 billion.
Oct 29, 2026
Malaysia Requires 30 Percent Renewable Power for New Data Centers
Malaysia will require new data centers to source at least 30 percent of their electricity from renewable sources. The Energy Commission is drafting guidelines for enforcing the rule.
Oct 29, 2026
FuriosaAI Raises $620 Million to Scale Inference Chip Production
FuriosaAI raised $620 million at a $2.9 billion valuation to expand production of its energy efficient AI inference chips.
Oct 29, 2026
GitHub Plans 4 Million CPU Cores as AI Agent Traffic Surges
GitHub plans to add four million CPU cores and 160 petabytes of storage after AI agents drove a sharp increase in code commits and contributed to service outages.
Oct 29, 2026
Malaysia Seizes 30 Servers With Advanced AI Chips
Malaysian customs seized 30 servers containing advanced AI chips in a suspected export control violation. The shipment was valued at about $12.2 million.
Oct 29, 2026
Altera Introduces Agilex 2X FPGA Portfolio for AI Systems
Altera introduced Agilex 2X, a portfolio of FPGA and system on chip devices for AI infrastructure, robotics, communications, and edge systems. The first family, Agilex 27, is expected to provide engineering samples in the second half of 2027.
Oct 29, 2026
Samsung quarterly profit tops KRW 100 trillion on AI memory demand
Samsung Electronics reported record third quarter revenue of KRW 195.3 trillion and operating profit of KRW 107.4 trillion, supported by demand for AI memory products.
Oct 29, 2026
Oracle Forecasts $30 Billion in Free Cash Flow by Fiscal 2029
Oracle expects free cash flow to reach $30 billion in fiscal 2029 and plans to limit new fundraising to $20 billion through May 2030.
Oct 29, 2026
Microsoft Revenue Rises 19% as Azure Grows 48%
Microsoft reported $92.3 billion in fiscal first quarter revenue, while Azure revenue rose 48% and Microsoft Cloud revenue reached $63.9 billion.
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Silicon Brief
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.