Nov 6, 2026
Microsoft winds down AI compute lease with Oracle
Microsoft is ending a 2023 agreement to rent Oracle AI computing capacity after older Nvidia chips no longer met its requirements.
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 6, 2026
Meta warns election backlash could make data center construction harder
Meta President Dina Powell McCormick said Democratic victories in the US midterm elections could make data center construction more difficult as communities scrutinize AI infrastructure.
Nov 6, 2026
SpaceX AI Plans 6 GW Arizona Data Center Campus
SpaceX AI plans a data center campus in Cochise County, Arizona, with up to nine buildings and 6 GW of power capacity.
Nov 6, 2026
Alphabet takes $548 million stake in Qualcomm
Alphabet held nearly 3 million Qualcomm shares worth about $548 million as of September 30, adding the position during the third quarter.
Nov 6, 2026
Tesla outlines SI6 and Dojo 3 chips in revised AI accelerator roadmap
Tesla's revised chip roadmap includes the SI6 inference accelerator and a redesigned Dojo 3 training chip that uses chiplets and stacked high bandwidth memory.
Nov 6, 2026
ING auctions $500 million of data center loans, including a Stargate piece
ING is auctioning about $500 million in data center loans, including debt linked to the Stargate project in New Mexico.
Nov 6, 2026
More Than 100 Protesters Enter Microsoft Data Center Site in Amsterdam
More than 100 protesters entered a data center construction site in Amsterdam where Microsoft will be the sole tenant. Hundreds more demonstrated outside, and police arrested one person.
Nov 6, 2026
NTT DATA signs 900MW Bloom Energy fuel cell deal for its data centers
NTT DATA will deploy 900 MW of Bloom Energy fuel cells as primary power across data center projects worldwide, with initial shipments starting in 2027.
Nov 6, 2026
Interior Secretary Burgum holds up to $64.4 million in AI investments, ProPublica finds
Interior Secretary Doug Burgum holds between $18.1 million and $64.4 million in AI company investments through Arthur Ventures, according to an analysis of his financial disclosure. Burgum has promoted data center construction on federal land while retaining his financial interests in the investment firm.
Nov 6, 2026
Innodisk Q3 revenue rises 579.9% as AI sales exceed 40%
Innodisk reported third quarter revenue of NT$25.9 billion, up 579.9% from a year earlier, as AI related businesses generated more than 40% of group revenue.
Nov 6, 2026
Vensum Power raises €9 million to produce power converters
Finnish startup Vensum Power raised a €9 million Series A to begin manufacturing its software controlled power converters and reach volume production by 2027.
Nov 6, 2026
Nasdaq 100 Falls 6.3% on AI Fears After Midterms; Kospi Halts Trading
The Nasdaq 100 lost $2.3 trillion in value as investors assessed election victories by candidates who support limits on AI data centers.
Nov 5, 2026
Taiwan shares fall 3.2% on AI data center delay fears
Taiwan's Taiex fell 3.2% as concerns about delays to US AI data center deployments triggered selling in technology stocks.
Nov 5, 2026
Tech and environmental groups negotiate US data center rules
Technology companies and environmental groups are negotiating national guidelines for data centers, covering energy, water, community engagement and accountability.
Nov 5, 2026
Google Invests $17 Billion in First Wyoming Data Center
Google will invest $17 billion in its first Wyoming data center. The project includes 702 MW of fuel cells paired with carbon capture and storage.
Nov 5, 2026
IREN AI Cloud quarterly revenue nearly triples to $200 million
IREN reports AI Cloud revenue of $200 million for its fiscal first quarter, up 182% sequentially, while total revenue rose 66% to $228 million.
Nov 5, 2026
Applied Optoelectronics posts $269.9 million Q3 revenue
Applied Optoelectronics reported record third quarter revenue of $269.9 million and returned to GAAP profitability as data center sales increased.
Nov 5, 2026
E2B passes $100 million in annual recurring revenue
E2B says annual recurring revenue has passed $100 million, up from $8 million a year ago, as demand grows for its cloud computers for AI agents.
Nov 5, 2026
Microsoft Brings Claude Processing Into EU Data Boundary by End of 2026
Microsoft will process Claude requests from Copilot users in the EU and EFTA within its EU Data Boundary by the end of 2026.
Nov 5, 2026
Meta Warns Election Backlash Will Hinder Data Center Construction
Meta President Dina Powell McCormick says election results and public opposition could make it harder to secure approval for new data centers.
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Silicon Brief
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.