Cerebras Scores $1B, Amazon's $200B AI Move, and Texas Instruments Buys Silicon Labs - Silicon Brief #55
February 09, 2026 -
Silicon Brief
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In this edition of Silicon Brief, we're diving into the dynamic world of AI chips and data centers, where significant developments are shaping the future of technology. Caterpillar has teamed up with Monarch Compute Campus to deliver a massive 2 GW of natural gas generator sets with battery storage, addressing the increasing power demands of AI-focused data centers. Meanwhile, Cerebras Systems Inc. has secured a staggering $1 billion in funding, positioning itself as a formidable competitor to Nvidia Corp. in the AI chip market.
Additionally, Deutsche Telekom and Nvidia have launched an AI factory in Munich, equipped with nearly 10,000 Nvidia GPUs and a €1 billion budget, aiming to bolster AI capabilities across Europe. In the automotive sector, Honda and Mythic are collaborating on a new AI chip to enhance performance and energy efficiency in vehicles. These stories highlight the ongoing advancements and strategic partnerships that are driving innovation in AI infrastructure and technology.
In this edition of Silicon Brief, we're diving into the dynamic world of AI chips and data centers, where significant developments are shaping the future of technology. Caterpillar has teamed up with Monarch Compute Campus to deliver a massive 2 GW of natural gas generator sets with battery storage, addressing the increasing power demands of AI-focused data centers. Meanwhile, Cerebras Systems Inc. has secured a staggering $1 billion in funding, positioning itself as a formidable competitor to Nvidia Corp. in the AI chip market.
Additionally, Deutsche Telekom and Nvidia have launched an AI factory in Munich, equipped with nearly 10,000 Nvidia GPUs and a €1 billion budget, aiming to bolster AI capabilities across Europe. In the automotive sector, Honda and Mythic are collaborating on a new AI chip to enhance performance and energy efficiency in vehicles. These stories highlight the ongoing advancements and strategic partnerships that are driving innovation in AI infrastructure and technology.
Caterpillar Supplies Power Solutions to Monarch Compute Campus
Caterpillar has partnered with Monarch Compute Campus to provide 2 GW of natural gas generator sets with battery storage, aiming to meet the power needs of AI-focused data centers. Read more
Cerebras Systems Secures $1 Billion Funding
AI chip provider Cerebras Systems Inc. has raised approximately $1 billion in a new funding round, increasing its valuation to $23 billion. This positions the company as a strong competitor against Nvidia Corp.. Read more
Governor Shapiro's Plan for Data Center Growth in Pennsylvania
Pennsylvania Governor Josh Shapiro is introducing new guidelines to manage the rapid expansion of data centers in the state, focusing on power, community, hiring, and environmental standards. Read more
Deutsche Telekom and Nvidia Launch AI Factory in Munich
The AI factory, a collaboration between Deutsche Telekom and Nvidia, has opened in Munich with nearly 10,000 Nvidia GPUs and a €1 billion budget. It aims to enhance AI capabilities in Europe while maintaining data protection and sustainability standards. Read more
Honda and Mythic Collaborate on AI System-on-a-Chip
Honda has partnered with Mythic to develop a system-on-a-chip aimed at enhancing AI computing performance and energy efficiency in software-defined vehicles. Read more
Born.ai Unveils Patent Portfolio for AI Infrastructure
Born.ai, under EYWA LLC, has released a patent portfolio to enhance distributed computing and node configuration, aiming to meet the demand for computing power in AI applications. The company is open to licensing and acquisition offers for these assets. Read more
Super Micro Computer Sees Revenue Growth from AI Demand
Super Micro Computer Inc. reported a Q2 revenue of $12.7 billion, surpassing expectations due to increased demand for AI data center servers. The company has raised its full-year revenue forecast to at least $40 billion. Read more
Core AI Partners with CSPM Resources to Boost AI Infrastructure in Malaysia
Core AI Holdings, Inc. has announced a partnership with CSPM Resources SDN BHD to enhance AI infrastructure in Malaysia by retrofitting existing data centers into AI-capable facilities. Read more
NVIDIA Introduces Co-Packaged Optics for AI Factories
NVIDIA has announced the launch of co-packaged optics to boost power efficiency and reliability in AI factories. This technology aims to significantly reduce power consumption in optical networks. Read more
Mitsubishi UFJ Expands Hiring for AI Data Center Financing
Mitsubishi UFJ Financial Group is increasing its workforce to support financing for data centers, driven by the rising demand for AI investments. The bank expects significant investments in data center projects over the next five years. Read more
Johnson Controls Introduces AI Data Center Chiller
Johnson Controls has launched the YORK YDAM High-Density Chiller, aimed at improving cooling efficiency in AI data centers. Read more
Amazon Plans $200 Billion AI Investment
Amazon has announced a $200 billion investment in artificial intelligence and infrastructure, marking a significant increase from last year's spending. This move aligns with similar investments by other major tech companies. Read more
Texas Instruments Acquires Silicon Labs for $7.5 Billion
Texas Instruments has announced its acquisition of Silicon Labs in a $7.5 billion all-cash deal. The acquisition aims to bolster Texas Instruments' capabilities in AI-driven wireless and IoT solutions. Read more
Nscale Global Holdings Prepares for IPO with Goldman Sachs and JPMorgan
Nscale Global Holdings, a UK-based AI firm, has hired Goldman Sachs and JPMorgan to assist in preparing for an initial public offering. The company has recently expanded its data center capacity and raised $1.1 billion from investors. Read more
AIMS Plans RM4 Billion AI Data Center in Cyberjaya
AIMS, the data center arm of TIME dotCom Bhd, has acquired land for a RM4 billion data center in Cyberjaya, Malaysia. The facility will support AI computing with a capacity of up to 200 megawatts, expected to be completed by 2027. Read more
Gruve Secures $50 Million for AI Power Expansion
Startup Gruve has raised $50 million to enhance AI power infrastructure by utilizing unused data center power in major US cities, with plans to expand internationally. Read more
Google's 15-Year Wind Power Deal with EnBW
Google has entered a 15-year agreement with EnBW to purchase 100 MW of offshore wind energy for its AI data centers in Germany, aligning with its sustainability goals. Read more
US Signal Expands AI Infrastructure with New Fiber
The company US Signal is expanding its AI infrastructure by constructing over 1,000 miles of new fiber in Ohio and Indiana to enhance connectivity and support AI service demand. Read more
Williams Considers Acquiring Gas Assets for AI Data Centers
On February 6, 2026, it was reported that Williams is considering acquiring gas-producing assets to enhance its energy supply for hyperscale data centers in Houston, addressing the growing electricity demand driven by AI. Read more
Firmus Secures $10 Billion for AI Infrastructure
Australian AI infrastructure developer Firmus has secured a $10 billion debt package from Blackstone and Coatue Management to advance AI infrastructure projects in Australia. Read more
G42 and Cerebras Launch AI Chip with 4 Trillion Transistors
At the World Governments Summit in Dubai, G42 and Cerebras Systems revealed a new AI chip with approximately four trillion transistors, marking a significant advancement in AI technology. Read more
Submer and Anant Raj Ltd to Build AI Data Centers in India
Submer and Anant Raj Ltd have announced a strategic partnership to develop AI-ready data centers across India, focusing on modular and sustainable infrastructure for high-density AI workloads. Read more
UAE Launches Pilot for AI-Driven Energy Efficiency
The UAE Ministry of Energy and Infrastructure, Khazna Data Centers, and Agility have initiated a pilot project to use Phaidra's AI technology to boost energy efficiency in data centers and district cooling in the UAE. Read more
Infineon Boosts Investment for AI Data Center Manufacturing
Germany's Infineon has increased its investment target by €500 million to expand manufacturing capacity for AI data center power supplies, aiming for significant revenue growth by 2027. Read more
SGC Energy to Build AI Data Center in South Korea
SGC Energy has announced plans to build a 300 MW AI data center in Gunsan, South Korea. The project will begin with a 40 MW modular data center, with construction starting by the end of the year. Read more
Angelina County AI Data Center Proposal
A new AI data center is being negotiated in Angelina County, with an anticipated investment exceeding $1 billion. The local community is urged to prepare for AI growth, as discussed by County Judge Keith Wright. Read more
Kazakhstan Plans AI Infrastructure Expansion
At the World Government Summit 2026, Kazakhstan revealed its strategy to become a global hub for computing and data processing, focusing on high-performance data centers and AI factories. Read more
DG Matrix and Exowatt Partner for AI Power Solutions
DG Matrix and Exowatt have announced a strategic partnership to integrate DG Matrix's solid-state transformer technology into Exowatt's P3 platform, aiming to enhance renewable energy solutions for data centers in the AI sector. Read more
Armada and Nscale Partner for Global AI Infrastructure
On February 5, 2026, Armada and Nscale announced a partnership to enhance sovereign AI infrastructure globally, focusing on public sector and enterprise customers. The collaboration aims to deploy secure and compliant AI solutions in areas lacking infrastructure. Read more
Joule Secures $60M for AI-Ready Data Center Platform
Joule, a power and digital infrastructure developer, has announced the launch of its BetterGrid™ platform for high-density AI workloads, backed by $60 million in Series B financing. Read more
Ark Data Centers Partners with Nutanix for AI Cloud Infrastructure
Ark Data Centers has partnered with Nutanix to enhance cloud infrastructure for AI applications. The collaboration aims to provide improved disaster recovery, simplified operations, and increased customer value for mid-market and enterprise clients. Read more
GridAI Technologies Tackles Energy Control in AI Data Centers
GridAI Technologies is addressing the challenges of energy control in AI data centers, focusing on efficient energy orchestration to manage electricity flows. Read more
Siemens and Hrvatski Telekom Enhance Data Center Cooling with AI
Siemens has completed the White Space Cooling Optimization project for Hrvatski Telekom's data center in Zagreb, utilizing AI technology to enhance cooling efficiency. The project aims to reduce energy costs and improve temperature control, eliminating hot spots and lowering maintenance expenses. Read more
Semidynamics Launches 3nm AI Inference Silicon for Data Centers
Semidynamics has announced the launch of its 3nm AI inference silicon, aimed at improving memory efficiency and performance in next-generation data centers. This development marks a significant milestone with the chip's tape-out, supporting advanced AI workloads and high-concurrency applications. Read more
Siemens Energy's $1 Billion U.S. Expansion
Siemens Energy is set to invest $1 billion to boost power grid and gas turbine production in the U.S., responding to rising electricity demands from data centers. A new factory in Mississippi will be part of this significant expansion effort. Read more
SuperX Industries to Develop AI Data Centers in Japan
SuperX Industries Co., Ltd. has partnered with Digital Dynamic Inc., eole Inc., and Woodman Inc. to launch a project for AI Data Centers in Japan, starting with a pilot in Mie Prefecture. Read more
Lawrence Berkeley Lab Launches FORUM-AI for Energy Research
The Lawrence Berkeley National Laboratory has initiated the FORUM-AI project to leverage AI and supercomputers in accelerating the discovery of materials for energy technologies like batteries and semiconductors. Read more
Technical University of Munich Launches EU's First 7nm AI Chip
The Technical University of Munich has introduced the EU's first AI chip using 7-nanometer technology, designed to enhance privacy and security through local data processing. Read more
Vista and Intel Invest $350M in SambaNova
Private equity firm Vista Equity Partners and Intel are leading a $350 million investment in AI chip startup SambaNova, aiming to boost its competitiveness against Nvidia. Read more
EPRI, NVIDIA, Prologis, and InfraPartners Plan AI Data Centers
EPRI, NVIDIA, Prologis, and InfraPartners are collaborating to create smaller-scale AI data centers near utility substations. The project aims to deploy micro data centers to improve real-time data processing and reduce transmission system pressure. Read more
Arm Holdings Achieves Record Q3 2026 Revenue
Arm Holdings has announced a record revenue of $1.24 billion for Q3 2026, driven by growth in AI and data center markets. Read more
Imperial College and Digital Realty Launch HPC System
Imperial College London and Digital Realty have introduced a new high-performance computing system at Digital Realty's Woking data center to support AI and scientific research. Read more
TECO Secures $79 Million Data Center Contract in Southeast Asia
TECO Electric & Machinery Co., Ltd. has announced a $79 million contract for data center projects in Malaysia and Thailand, marking its first venture in Thailand's data center market. Read more
Johnson Controls Unveils Thermal Management Guides for AI Data Centers
Johnson Controls has introduced a series of Reference Design Guides to optimize thermal management in 1 Gigawatt AI data centers. The guides include solutions for water-cooled, air-cooled, and absorption chiller systems, aiming to improve energy and water efficiency while addressing AI infrastructure needs. Read more
SpaceX Acquires xAI for Space-Based AI Data Centers
SpaceX has acquired xAI to develop space-based data centers, aiming to support AI advancements using solar power in space. Read more
B.C. Hydro Opens Bidding for AI and Data Centre Electricity
B.C. Hydro has started a competitive selection process for AI and data centre companies in British Columbia to secure electricity, as announced by Energy Minister Adrian Dix. This initiative aims to manage demand from high-load sectors while maintaining reliability and affordability for current customers. Read more
CloudCIX and AlloComp Launch Boole Supercomputer in Cork
The Boole Supercomputer, developed by CloudCIX, AlloComp, and Dell Technologies, has been launched in Cork to enhance AI infrastructure in Ireland and Europe, focusing on data integrity and energy efficiency. Read more
Brookfield Acquires Peakstone for $1.2 Billion
Brookfield Asset Management plans to acquire Peakstone Realty Trust for $1.2 billion to meet AI data center demand. The acquisition includes a cash offer of $21 per share. Read more
Span Secures $176 Million for AI Data Center Energy Solutions
Smart panel company Span has raised $176 million in Series C funding to address the energy needs of AI data centers and assist utilities in managing load growth efficiently. Read more
Intel to Produce GPUs to Compete with Nvidia
At the Cisco AI Summit, Intel announced plans to enter the GPU market, challenging Nvidia's dominance. This strategic move is a shift from Intel's traditional focus on CPUs. Read more
Positron Secures $230M to Challenge Nvidia in AI Chips
Semiconductor startup Positron has secured $230 million in Series B funding to enhance its high-speed memory chips for AI workloads, aiming to compete with Nvidia in the market. Read more
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