Oct 22, 2026
Modelyo raises $17 million for confidential cloud platform
The Israeli cybersecurity startup will expand a platform that protects data and encryption keys while cloud and AI systems process information.
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 22, 2026
Entuity Adds GPU and Cooling Monitoring Across AMD, Intel and NVIDIA
Entuity V23.0 P03 monitors GPUs from AMD, Intel and NVIDIA alongside servers, network fabrics and liquid cooling equipment.
Oct 22, 2026
IREN Plans 300 MW AI Data Center in Spain
IREN has established a European business and secured a civil works license for a planned 300 MW AI data center in Badajoz, Spain. Initial operations are targeted for 2028.
Oct 22, 2026
Nebius Secures $3.5 Billion Citi Facility for Data Centers and GPUs
Nebius secured a $3.5 billion financing facility from Citi to fund data center development, GPU purchases, and general corporate purposes.
Oct 22, 2026
Endeavour and Trevi Systems Pair Data Centers With Desalination
Endeavour and Trevi Systems are partnering to use data center waste heat for desalination and brine concentration. They claim the system can produce up to 200,000 gallons of clean water per day for each megawatt of computing capacity.
Oct 22, 2026
Nebius Could Take Up to 50 MW at HUMAIN and DataVolt NEOM AI Campus
Nebius could take up to 50 MW of capacity at an AI campus under construction in NEOM's Oxagon industrial city. The capacity is expected to enter service in phases from the fourth quarter of 2027.
Oct 22, 2026
Google Cloud Adds NVIDIA Vera Rubin A5X Instances
Google Cloud will make A5X bare metal instances based on the NVIDIA Vera Rubin NVL72 platform generally available in November. The company also introduced expanded networking, sovereign AI and confidential computing options.
Oct 22, 2026
UMC and AP Memory Partner on Power Delivery for AI Systems
UMC and AP Memory are combining capacitor technology, chip designs and wafer manufacturing to improve power delivery in AI and high performance computing systems.
Oct 22, 2026
Databricks Makes AI Runtime Generally Available
Databricks has made AI Runtime generally available, bringing managed GPU infrastructure into its data and AI platform. The service supports rapid workload launches, distributed training, observability and governance through Unity Catalog.
Oct 22, 2026
DayOne Supports NVIDIA DSX POD Data Center Design
DayOne will support the NVIDIA DSX POD reference design using its modular approach to data center construction. The company says it can deliver projects in Southeast Asia within eight to 12 months.
Oct 22, 2026
Railway says attacker may have obtained customer secrets in attack aimed at AI inference providers
Railway says an unauthorized party may have obtained decrypted customer environment variables, in what it believes is part of a wave of attacks aimed at AI inference providers.
Oct 21, 2026
Preferred Networks and Tenstorrent Selected for NEDO AI Processor Project
Preferred Networks and Tenstorrent will develop AI processor systems using photonics, advanced packaging and 3D memory stacking under a five year NEDO project.
Oct 21, 2026
Qualcomm Plans Global Job Cuts After Performance Reviews
Qualcomm plans global job cuts following its annual performance reviews, with affected employees expected to receive notices beginning in November.
Oct 21, 2026
Boeing Launches Dataliner AI Maintenance Platform With Microsoft
Boeing has launched Dataliner, an AI platform that combines airline maintenance and fleet data to help identify mechanical problems.
Oct 21, 2026
SpaceX Q3 revenue doubles to $14.58 billion as AI compute rental brings in $7.6 billion
SpaceX's third-quarter revenue more than doubled to $14.58 billion, with AI revenue up more than ninefold to $7.6 billion, mostly from renting compute to Anthropic, Google and others.
Oct 21, 2026
SAP Q3 revenue passes €10 billion as cloud sales rise 26%
SAP reported third quarter revenue of €10.27 billion, up 13% from a year earlier, while cloud revenue increased 26% to €6.67 billion. Current cloud backlog reached €24.14 billion.
Oct 21, 2026
Lam Research Posts Record $8.22 Billion Revenue as AI Chip Demand Rises
Lam Research reported record quarterly revenue of $8.22 billion, up 22% from the previous quarter, as AI increased semiconductor demand and device complexity.
Oct 21, 2026
Texas Instruments Q3 revenue rises 28% to $6.06 billion
Texas Instruments reported third quarter revenue of $6.06 billion and net income of $2.43 billion, supported by growth in industrial, automotive and data center markets.
Oct 21, 2026
Meta Q3 revenue rises 26% to $64.6 billion as it adds non-voting Class C stock
Meta reported $64.6 billion in third-quarter revenue and $34.9 billion in capex, narrowed 2026 capex to $135 billion to $145 billion, and announced a non-voting Class C stock.
Oct 21, 2026
NVIDIA Expands Chip Packaging and Testing Capacity
NVIDIA is expanding substrate, advanced packaging, semiconductor testing and optical engine capacity through agreements with six manufacturing partners.
Free newsletter
Silicon Brief
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.