Chips & Data Centers

Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.

Nov 12, 2026

Arena Physica will train its next electromagnetism AI model on Oak Ridge's AMD supercomputer

The startup's Heaviside model predicts how electromagnetic fields behave in chips and antennas; the next versions will train on the Lux supercomputer.

Nov 12, 2026

Altman tells Samsung executives AI infrastructure demand may swing in the near term

OpenAI's CEO said only OpenAI and Anthropic are driving major demand growth today, and that chip supply and data centres are the biggest limits for years.

Nov 12, 2026

Indiantown, Florida, moves toward a one-year data center moratorium

The village council approved a first reading of the ordinance, but it would exempt three projects already in progress, including the 5,722-acre Tesoro Groves AI development.

Nov 12, 2026

Developers propose an AI 'inference point' facility in Swansea, Massachusetts

Edge Inference says its inference points sit in existing buildings, draw up to about 20MW and use no water, and should not be called data centres.

Nov 12, 2026

PJM's market monitor says data-centre demand has added $29.4 billion to capacity costs

The independent monitor found PJM's last four capacity auctions were not competitive because of forecast data-centre demand, and wants data centres to bring their own power.

Nov 12, 2026

RAVEL and Sandia National Laboratories study how to schedule AI workloads around power

Project Quicksilver will test moving AI jobs across three Sandia sites and air- and immersion-cooled systems to cut energy use, cost and completion time.

Nov 12, 2026

Jensen Huang agrees to testify before Congress by Thanksgiving

The former Nvidia CEO will brief House committees behind closed doors after lawmakers threatened to subpoena him, House Foreign Affairs chair Brian Mast said.

Nov 12, 2026

Mount Thor raises $45 million to rent Apple Macs in the cloud to AI agent developers

The San Francisco startup, founded this year, builds data centers of Apple hardware so agents can use macOS-only software and run open models on Apple silicon.

Nov 12, 2026

Trump floats Apple chairman Tim Cook as Nvidia's next CEO

'A Legend replaces a Legend!' the president wrote on Truth Social hours after Jensen Huang resigned. Cook stepped down as Apple CEO in September.

Nov 12, 2026

Polar Light Technologies and Foxconn team up on MicroLED optical interconnects for AI data centers

The Swedish MicroLED developer's first optical interconnect agreement will focus on green 5-micron MicroLEDs, which it already makes on a pilot line.

Nov 12, 2026

Luminal raises $25 million to run AI inference on chips beyond Nvidia's

Standard Capital led the round. The YC startup's compiler finds the fastest way to run a model on a given chip, and its cloud processes about 90 trillion tokens a month.

Nov 12, 2026

Telit Cinterion launches SE250C4 module with on-device AI for edge devices

Built on Qualcomm's Dragonwing Q-2390, the 41 x 43 mm module adds 1.1 TOPS of AI processing and a real-time microcontroller for robots, terminals and cameras.

Nov 12, 2026

Ideal Power reports $3.6 million Q3 loss as it courts AI data center customers

The maker of B-TRAN power switches says engagements are growing as data centers move to higher-voltage DC power, including a study for a US hyperscaler.

Nov 12, 2026

Baidu releases ERNIE 5.5 Flash Preview with open weights due by 25 November

The 280-billion-parameter model, with 14 billion active per token and a 1M context window, costs RMB 1 per million input tokens and is free on OpenRouter.

Nov 12, 2026

Jensen Huang resigns as Nvidia CEO; CFO Colette Kress takes over as interim chief

Huang left as CEO and board member effective immediately after 33 years at the helm. Harvey Jones becomes Nvidia's first board chair while the board searches for a successor.

Nov 12, 2026

Struggling cannabis growers eye their grow houses as small AI data centers

With prices falling, some Arizona cultivators want to turn facilities with spare power, water and cooling into mini data center nodes, Tom's Hardware reports.

Nov 12, 2026

Nebius revenue jumps 571% to $980.8 million as it guides 2027 to $12-13 billion

The AI cloud company beat estimates but expects 2026 revenue at the low end of its $3 billion to $3.4 billion range and raised 2026 capital spending to $27 billion.

Nov 12, 2026

Vertiv launches outdoor medium-voltage UPS to get AI data centers on the grid faster

The PowerNexus MV UPS sits outside at the grid connection, smooths AI load swings and, with batteries, can back up a site for up to four hours. Shipments start mid-2027.

Nov 12, 2026

TE Connectivity to spend over $60 million on New York optics plant for AI data centers

The 135,000 square foot site near Rochester will make fiber array units for co-packaged optics and is expected to employ more than 800 people.

Nov 12, 2026

Forum Markets cuts 2026 revenue outlook after slowing its AI compute rollout

Forum Markets now expects $8 million to $9 million in 2026 revenue, down from $18 million to $22 million, and no AI compute revenue this year.

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Silicon Brief

Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.