Oct 18, 2026
Samsung to Use TSMC Process for NVIDIA Custom Memory Chips
Samsung reportedly will use TSMC's 3 nanometer process to produce base dies for NVIDIA's custom high bandwidth memory chips.
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 18, 2026
CoreWeave, Oracle and SoftBank debt costs rise amid AI borrowing concerns
Bond prices for CoreWeave and Oracle have fallen, while the cost of insuring SoftBank debt has increased as investors reassess borrowing tied to AI infrastructure.
Oct 18, 2026
Study Puts Cost of EU Cloud Sovereignty Rules at €115 Billion
An ECIPE study estimates that the proposed Cloud and AI Development Act could cost Europe €115 billion over 10 years. The research was funded by technology lobby group CCIA Europe.
Oct 18, 2026
Linktel Demonstrates 1.6T LPO Modules at OCP 2026
Linktel Technologies demonstrated 1.6T linear pluggable optics for AI data center networks at the 2026 OCP Global Summit. The company says its 1.6T LPO 2DR4 module consumes as little as 10 watts.
Oct 17, 2026
Anthropic Offers Blackstone Over 10% Yield in Chip Financing Deal
Anthropic is reportedly offering Blackstone a yield above 10% to finance a chip deal through $9 billion in debt.
Oct 17, 2026
BlackRock CEO Warns Data Center Construction Pause Could Trigger US Recession
BlackRock CEO Larry Fink warned that a nationwide pause in US data center construction could trigger a recession because of the economy's exposure to AI infrastructure investment.
Oct 17, 2026
NVIDIA RTX Spark Laptops Go on Sale From $2,599
NVIDIA RTX Spark laptops are now available globally from ASUS, Dell, HP, Lenovo, Microsoft and MSI, with prices starting at $2,599.
Oct 17, 2026
ADIPEC 2026 Receives More Than 1,200 AI and Digital Submissions
ADIPEC 2026 received more than 1,200 submissions covering artificial intelligence and digital transformation, an annual increase of 11.6 percent.
Oct 16, 2026
EverWind to Build 420 MW Nova Scotia AI Data Centre for Anthropic
EverWind Fuels plans a 420 megawatt AI data centre in Point Tupper, Nova Scotia, with Anthropic leasing the first phase, due to begin operating by the end of 2027.
Oct 16, 2026
Gartner Says $3.5 Trillion in AI Infrastructure Spending Faces Impairment Risk by 2030
Gartner estimates that more than $3.5 trillion in AI infrastructure spending could face impairment by 2030 if providers maintain their current pace of capital investment.
Oct 16, 2026
KBRA Rated Anthropic BB+ Before $35 Billion Chip Financing
KBRA assigned Anthropic a BB+ issuer rating in June, one level below investment grade, before a $35 billion chip financing led by Apollo.
Oct 16, 2026
China Proposes Export Controls for Advanced AI Models and Chips
China proposes export restrictions covering advanced AI models, agents, chip designs and computing clusters. The draft applies to models with at least 2 trillion parameters, while open source technology would be exempt.
Oct 16, 2026
Hitachi Energy and Ansaldo Energia Partner on Data Center Power Systems
Hitachi Energy and Ansaldo Energia will develop integrated power generation and grid systems for data centers and other large electricity users.
Oct 16, 2026
Clivet Unveils Magnetic Bearing Compressor for AI Data Center Cooling
Clivet introduced a magnetic bearing centrifugal compressor and liquid cooling system for large AI data centers at the 2026 OCP Global Summit.
Oct 15, 2026
Rising rates strain AI data center fundraising
Higher borrowing costs and falling technology stocks have prompted several AI infrastructure companies to pause or cancel listings as investors examine debt, valuations and projected revenue more closely.
Oct 15, 2026
Ukrainian Drones Hit Sberbank Data Center Planned for Supercomputer
A Ukrainian drone attack hit Sberbank's Balakovo data center, while the bank said its systems and services continued operating normally.
Oct 15, 2026
Brightray Signs Letter of Intent for 10 MW Indiana AI Data Center
Brightray Science signed a nonbinding letter of intent for a planned 10 MW AI data center in Indiana. The company plans to supply prefabricated infrastructure compatible with NVIDIA GB300 systems.
Oct 15, 2026
Salience Labs raises $125 million for optical AI data center switches
Salience Labs raised $125 million in Series B funding to expand manufacturing and deploy its optical circuit switching technology for AI data centers.
Oct 15, 2026
Huawei Proposes AI Data Center Focused Network Architecture
Huawei proposed rebuilding telecom networks around AI data centers, expanding services beyond bandwidth, and using AI across network operations.
Oct 15, 2026
Nova to report third quarter 2026 results on November 5
Nova will release its third quarter 2026 financial results before the Nasdaq market opens on November 5, followed by a conference call at 8:30 a.m. Eastern Time.
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Silicon Brief
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.