Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
Oracle and NVIDIA plan to expand OCI Superclusters with Vera Rubin NVL72 systems to multiple gigawatts. Vera Rubin NVL72 systems and Vera CPUs are now generally available on OCI.
ASM posted record Q3 revenue of €1.16 billion and now expects to hit its 2030 revenue target in 2027, driven by AI demand at the leading edge.
Argentum AI is in talks with a major private credit firm for $5 billion to buy chips for its data center in Poland.
Oracle will offer Snowflake AI Data Cloud as a native service on Oracle Cloud Infrastructure, with direct purchasing, unified billing and support for Oracle Universal Credits.
Oracle Cloud Infrastructure will offer Google Tensor Processing Units starting in 2027, becoming the first hyperscale cloud platform outside Google to provide the chips.
Cadence introduced Maestro, chip design AI models built partly on NVIDIA Nemotron that customers can run on-premises and post-train on their own designs.
STTGDC secured a JPY 93 billion green loan to finance the fit out and operation of two data centers at its 70 MW campus in Inzai City, Japan.
AirTrunk secured an AU$4.25 billion green loan to fund continued construction of its SYD3 data center campus in Western Sydney.
Spain unveiled a looser draft decree for data centers, raising the size threshold and giving developers more time to secure renewable power.
General Compute raised a $100 million Series A co-led by Blackbird and Abstract for an inference cloud built on Cerebras, SambaNova and Positron AI chips.
Rebellions NPUs are now officially supported in llm-d, the open-source framework for distributed LLM inference on Kubernetes.
Freedom Holding Corp. plans to launch a public GPU cloud in Kazakhstan in 2027 as part of a $2 billion Sovereign AI Hub.
Vertiv completed its acquisition of UtilityInnovation Group for about $1.45 billion in upfront cash, adding microgrid controls and power systems for data centers.
Bank of America, Blackstone, Citi and Morgan Stanley will finance AI compute capacity built with Broadcom accelerators and leased to Anthropic.
An investigation found UK officials met 137 businesses but no environmental groups while developing AI datacentre policy.
OpenAI applied for a federal permit to fill 72 acres of wetlands for its planned data center campus in Effingham County, Georgia.
Unconventional AI is acquiring Israeli chip startup NeuReality for an undisclosed sum. About 40 NeuReality employees will join the company, which will retain a presence in Israel.
Meta plans to raise $95 billion through share offerings to fund AI infrastructure, with Nvidia, AMD and Broadcom interested in up to $5 billion.
SWI Compute has emerged from stealth with plans to build and operate AI factories across Europe and the United States. Its first UK facility will use close to 7,000 Rubin GPUs and is expected online by the end of 2027.
Elon Musk said SpaceX closed $40 billion in debt financing for GPUs that are expected to arrive in the first half of 2027.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.