Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
GMI Cloud announced record growth for 2026, reporting an eightfold increase in contracted annual recurring revenue and expanding its data center network across Asia-Pacific, including new projects in Japan, Taiwan, and Thailand.
SkyPilot has launched from stealth with $20 million in seed funding led by Lux Capital. The company introduced SkyPilot Platform, a managed system that unifies AI compute across clouds, clusters, and hardware types for frontier AI teams.
Siemens announced an agreement to acquire Defacto Technologies, a French EDA software firm specializing in automated system-on-chip design creation and integration. The acquisition expands Siemens’ capabilities across the SoC design lifecycle, from early creation through verification and signoff.
Microsoft and Mistral AI have expanded their collaboration to enhance AI computing capacity in Europe and integrate Mistral’s multilingual models into Microsoft’s platforms, including Copilot Studio and Foundry.
British startup CuspAI has secured $450 million in Series B funding and introduced the AI Materials Foundry, a global coalition focused on accelerating the discovery of new materials for semiconductors and other industries using artificial intelligence.
Arcfra has released Neutree 1.1, adding GPU virtualization and expanded model governance to its enterprise AI inference platform. The update enables better GPU utilization and centralized management of model access, quotas, and security audits.
Hedgehog USA has entered a strategic energy supply agreement with Idemitsu to support its powered land data center platform in Navarro County, Texas. The site aims to deliver up to 600 MW of capacity by the end of 2027.
Vertiv has acquired Strategic Thermal Labs, a Texas-based specialist in advanced liquid cooling and thermal engineering for high-performance computing, expanding its expertise in AI and data center thermal solutions.
Siemens has agreed to acquire Precision Innovations, an electronic design automation company specializing in AI-powered chip planning tools built on the OpenROAD framework. The acquisition expands Siemens' EDA portfolio to offer faster system-on-chip design exploration and optimization.
Apple is exploring the purchase of chip startups to strengthen its AI server processors, following internal performance challenges with its current M2 Ultra-based systems.
Scale Computing has expanded its SC//HyperCore virtualization suite to include support for AMD EPYC and Ryzen AI processors, offering greater flexibility for edge and virtualization deployments.
ECAM emphasized the role of live video monitoring and AI detection in protecting energy assets amid rising copper theft and physical attacks on U.S. grid infrastructure.
Chelsio Communications has announced a new Ethernet-based AI interconnect platform featuring 400Gb capabilities for AI, storage, and data center workloads. The platform includes SmartNICs, Storage Controllers, and DPUs built on a unified architecture.
Industrial Development Funding and Oaktree announced a $1.7 billion investment to deploy Bloom Energy fuel cells powering Nebius AI cloud infrastructure, with Morgan Stanley and MUFG providing financing support.
Rafay Systems has launched a managed Model Control Protocol (MCP) Server, enabling platform, DevOps, and SRE teams to securely connect AI assistants and agentic applications to operational data for use cases like fleet intelligence and incident diagnosis.
EPC Power has opened a new manufacturing facility in Fountain Inn, South Carolina, which nearly triples its production capacity to support rising demand for AI data center and grid power systems. The 167,000-square-foot plant adds up to 40 gigawatts of annual capacity and will create 275 new jobs.
3M and Microsoft have entered a strategic partnership to enhance AI data center infrastructure and drive enterprise transformation. The collaboration combines 3M's Expanded Beam Optical technology with Microsoft's Azure Cloud and AI Infrastructure.
Supermicro has introduced an expanded range of Rear Door Heat Exchanger solutions to enhance liquid cooling efficiency for AI and high performance computing data centers.
ZeroPoint Technologies AB has introduced ZeroStream, a hardware IP for memory compression that increases effective bandwidth and improves performance for AI and data center workloads.
Saudi-based AI infrastructure company Think has raised over $8 million in a pre-seed round co-led by Raed Ventures and Wa’ed Ventures, marking the largest such funding in the MENA region to date.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
