Nov 13, 2026
Luxembourg startup OwlO Cloud plans orbital data centers by 2030
The company has signed agreements with Thales Alenia Space and Edge Aerospace to work on a constellation of compute satellites.
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
Nov 13, 2026
Polar DC adds Palistar financing as 2026 commitments pass EUR 1 billion
The AI-focused data center developer will use the EUR 75 million facility for early work in Finland and Germany.
Nov 13, 2026
Fermi lands 600MW hyperscaler power deal as TensorWave lease is cancelled
An unnamed investment-grade hyperscaler put more than $200 million up front at Project Matador in Texas, but no lease is signed yet.
Nov 13, 2026
Senate advances permitting bill that would speed energy projects for data centers
Twenty-one Democrats reportedly joined Republicans; environmental groups say it weakens communities' ability to fight data center projects.
Nov 13, 2026
White House discusses Lutnick's future over AI chip exports to China after Nvidia scandal
Lawmakers fault the Commerce Department for not blacklisting DeepSeek and other Chinese firms; Axios reports Lutnick stalled a crackdown on Nvidia chip diversion.
Nov 13, 2026
Northstar ramps up modular AI data center production, projects $450 million in revenue
The Florida company builds fiber-reinforced polymer data center modules for tech firms and the Department of Defense.
Nov 13, 2026
LCH2 gets $1 million more for Washington clean energy campus with AI computing site
The planned Lewis County campus would turn forestry waste into hydrogen and power, alongside a 50-megawatt AI computing load.
Nov 12, 2026
Fed economists find AI boosts data center investment but has little effect on jobs and productivity so far
A Federal Reserve staff paper finds fast AI adoption but low intensity, and rising prices for data center inputs such as memory chips.
Nov 12, 2026
Report urges caution on space data centers: 10% of 2030 AI capacity in orbit would need 700 launches a year
An ICEF roadmap led by Columbia's David Sandalow warns that deployment is likely to outrun understanding of the risks.
Nov 12, 2026
Congress leaders back tighter AI chip export curbs after Nvidia scandal
Three bills sit in the Senate defense bill. Anthropic supports them, and OpenAI has privately told lawmakers it does too, Politico reports; no final deal yet.
Nov 12, 2026
South Australia backs gas power for AI data centres despite renewables strategy
Energy Minister Tom Koutsantonis says gas can firm power for proposed data centres; the Greens call it a backflip and want a moratorium.
Nov 12, 2026
Applied Materials posts record $10.41 billion quarter on AI chip demand
Fourth quarter revenue rose 53%. The chip equipment maker also named Intel a founding partner of its EPIC research center.
Nov 12, 2026
Cerebras posts record revenue, discloses Microsoft cloud deal and expects to triple sales in 2027
Third quarter revenue rose 55% to $210.8 million. CEO Andrew Feldman told CNBC that Microsoft signed in October, with revenue starting in early 2027.
Nov 12, 2026
Gates launches ThermalCool 2100SS pump for liquid-cooled AI racks
The stainless steel pump fits rack-mounted coolant distribution units and is due globally in early 2027.
Nov 12, 2026
Cisco now expects $9 billion in hyperscaler AI infrastructure revenue this fiscal year
Quarterly revenue rose 24% to $18.5 billion, and Cisco raised its full-year guidance to $74.8 billion to $75.8 billion.
Nov 12, 2026
SpaceX plans more than $74 billion for AI supercomputing campuses in Texas and Arizona
About $50 billion goes to Cochise County, Arizona and $24 billion to Starbase, Texas, where the campus will make its own power.
Nov 12, 2026
TU/e, TUM Venture Labs and boOst start European Future Chips Launchpad
Three European tech transfer groups signed an MoU at SEMICON Europa 2026 to help semiconductor, photonics and quantum startups find industrial partners.
Nov 12, 2026
AWS gives AI agents four times more compute in Bedrock AgentCore
Agent sessions can now use up to 8 virtual CPUs and 32GB of memory, idle agents scale to zero, and new baseline pricing targets always-on agents.
Nov 12, 2026
Huang's exit puts extra pressure on Anthropic's IPO next week, investors tell Fortune
Nvidia has agreed to buy about $10 billion of Anthropic shares alongside the listing. Analysts expect the deal to go ahead but see tougher questions once Anthropic is public.
Nov 12, 2026
Innodisk adds data-centre SSDs and server memory for AI workloads
The industrial storage maker is moving into AI servers with PCIe Gen5 drives that read at up to 14 GB/s and high-bandwidth DDR5 memory.
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Silicon Brief
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.