SEMIFIVE's 137% Growth, Google Invests $15B, and Alibaba's New AI Chip

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In this edition of Silicon Brief, we delve into the dynamic world of AI chips and data centers, highlighting significant developments and collaborations shaping the industry. EXEO Group has implemented BE Networks' Verity platform in Japan to enhance their AI network infrastructure, while Eco Wave Power U.S. joins the NVIDIA Inception program to advance AI-driven renewable energy solutions. Meanwhile, Axion Semiconductor has acquired Moov Technologies to bolster its AI infrastructure in the semiconductor supply chain.

Additionally, Blackstone and Google have launched a $5 billion AI venture to establish significant compute capacity by 2027. In Europe, Orange and Iliad lead a €10 billion bid for an AI data center in France, supported by the EU. On the other side of the Atlantic, a SpaceX subsidiary has acquired a data center in Memphis, marking its first foray into the data center market. These stories underscore the rapid advancements and strategic investments driving the future of AI infrastructure globally.

SEMIFIVE Achieves 137% Revenue Growth in Q1 2026

SEMIFIVE has reported a significant 137% increase in revenue for Q1 2026, reaching KRW 47.9 billion. This growth is attributed to its ASIC development services and expansion in North America and Japan. Read more

AMI's Shift-Left Initiative with Arm and Synopsys

AMI has launched a 'Shift Left' initiative in collaboration with Arm and Synopsys to enhance the Arm Total Design process by moving firmware verification earlier in the design phase. Read more

EXEO Group Implements BE Networks' Verity in Japan

On May 19, 2026, EXEO Group announced the deployment of BE Networks' Verity platform to modernize its data centers and AI network infrastructure in Japan. Read more

Eco Wave Power U.S. Joins NVIDIA Inception Program

Eco Wave Power U.S. has joined the NVIDIA Inception program to enhance AI-driven renewable energy solutions. The collaboration aims to optimize wave energy generation and intelligent energy management systems. Read more

Huawei Unveils AIDC Strategy at 2026 Summit

On May 15, 2026, Huawei introduced its interactive AIDC strategy at the Global AIDC Industry Summit in Dongguan, China, focusing on AI data center advancements and sustainable development solutions. Read more

ChemTreat and Dow Partner for AI Data Center Cooling

ChemTreat has partnered with Dow to enhance cooling solutions for data centers, focusing on the increasing demands of AI workloads. The collaboration designates ChemTreat as a key service provider in Virginia and nationally for Dow's Coolant Care Network. Read more

Flexential Report on AI Deployment Factors

A report by Flexential highlights that reliable power availability is crucial for 89% of organizations when deploying AI workloads, with electricity pricing also being a significant concern. Read more

Leanpath Introduces Snap AI for Food Waste Tracking

On May 18, 2026, Leanpath launched Snap AI, a mobile tool for tracking food waste at off-site events. It allows users to photograph excess food for instant identification and weight calculation, aiding in waste reduction and sustainability reporting. Read more

Corvex, Inc. Reports Strong Q1 2026 Financial Results

Corvex, Inc. has announced its Q1 2026 financial results, showing a significant revenue increase following its shift to AI cloud computing. The company also completed its acquisition of Corvex OpCo in March 2026. Read more

Corgi ETF Reaches $150 Million AUM in Two Weeks

The Corgi Lithography & Semiconductor Photonics ETF has quickly surpassed $150 million in assets under management, highlighting strong investor interest in semiconductor and photonics technologies. Read more

DriveNets Unveils Ethernet Solution for Dell AI Factory

DriveNets has introduced its Fabric Scheduled Ethernet solution on the Dell AI Factory, aiming to improve AI cluster performance with features like multi-tenancy and GPU as a Service. Read more

DataBank Names Kevin Ooley as New CEO

DataBank has announced that Kevin Ooley will become the new CEO starting January 1, 2027, as Raul Martynek transitions to Executive Chairman. Read more

USRA Launches USRA Energy LLC for AI in Energy

The Universities Space Research Association has created USRA Energy LLC to advance AI applications in the energy sector, aligning with U.S. Department of Energy priorities. Read more

ACI Mechanical Appoints New VP for Data Center Solutions

ACI Mechanical has appointed Tyler Keller as Vice President of Data Center Solutions. Keller will leverage his 17 years of experience to expand the company's data center solutions and develop strategic partnerships. Read more

Panduit Unveils AI Infrastructure Solutions at Cisco Live 2026

At Cisco Live 2026 in Las Vegas, Panduit will showcase its latest innovations in electrical and network infrastructure, focusing on AI, edge computing, and sustainability. Read more

Verkor Unveils VerTQ TurboQuant LLM Inference Accelerator

Verkor has launched VerTQ, an inference accelerator utilizing Google's TurboQuant algorithm to significantly reduce memory usage and enhance performance for AI models. Read more

Gridscape and Scalvy Partner on Energy Storage Systems

Gridscape and Scalvy have announced a partnership to develop multi-chemistry battery energy storage systems, funded by the California Energy Commission. The project aims to improve grid reliability and reduce costs in California. Read more

Moment Energy Achieves UL Certification for Battery System

Moment Energy has become the first company to achieve UL 60730-1 certification for a battery management system for repurposed EV batteries, enhancing safety and market adoption. Read more

Researchers Develop Advanced Copper Catalysts for CO₂ Conversion

Researchers from Southeast University and Korea University have developed advanced copper catalysts to improve the conversion of CO₂ into fuels, addressing challenges in catalyst stability and selectivity. Read more

Google Invests $15 Billion in Missouri Data Center

Google has announced a $15 billion investment to establish a new data center in New Florence, Missouri, aiming to create jobs and support local energy initiatives. Read more

Axion Semiconductor Acquires Moov Technologies

Axion Semiconductor has acquired Moov Technologies, aiming to enhance its AI infrastructure in the semiconductor supply chain. This move is set to bolster Axion's manufacturing capabilities and expand its global reach. Read more

SANY Unveils Hybrid Mining Truck and Smart Solutions

SANY introduced its hybrid mining truck SRT100S and smart mining technologies at the 2026 Global Mining Summit in Xi'an, China, focusing on low-carbon mining solutions. Read more

Electric Era Unveils CoPower Platform for Data Centers

Electric Era has launched the CoPower Platform to help data centers increase power capacity and revenue by overcoming grid limitations. The platform provides modular, software-controlled power infrastructure to meet AI workload demands. Read more

Blackstone and Google Launch $5 Billion AI Venture

Blackstone has announced a $5 billion investment in a new AI infrastructure venture in collaboration with Google. The initiative aims to establish 500 megawatts of compute capacity by 2027, leveraging Google's technology to compete in the AI hardware sector. Read more

Anthropic Discusses Using Microsoft's AI Chips

AI company Anthropic is reportedly in talks with Microsoft to utilize its AI chips, potentially boosting Anthropic's AI development capabilities. Read more

BharathCloud Opens AI-Ready Cloud Centre in Hyderabad

BharathCloud has launched its first AI-ready Sovereign Cloud Centre at CtrlS Datacenters in Hyderabad, aiming to enhance India's digital infrastructure with a $100 million investment plan. Read more

WhiteFiber Signs $160M AI Compute Deal in Europe

WhiteFiber, Inc. has entered a five-year agreement to provide AI compute infrastructure in Paris, valued at over $160 million, starting July 2026. Read more

Alibaba Launches Zhenwu M890 AI Chip

Alibaba has introduced the Zhenwu M890 AI chip, claiming it is three times faster than its predecessor. The chip is aimed at enhancing AI 'agents' for complex tasks with minimal human intervention. Read more

Orange and Iliad Lead €10 Billion AI Data Center Bid

A consortium including Orange and Iliad has bid for a €10 billion project to build an AI data center in France, supported by the EU to boost European AI infrastructure. Read more

STL Receives US Conec Certification for MMC Solutions

STL Optical Connectivity NA, LLC has been certified by US Conec to provide Pre-terminated Fiber Trunks with MMC connectors, enhancing AI data center infrastructure with increased cabling capacity. Read more

QBit Semiconductor Reaches $700 Million Market Cap with IPO

On May 15, 2026, QBit Semiconductor was listed on the Taiwan Emerging Stock Board, achieving a market capitalization of approximately $700 million. The company focuses on System-on-Chip development for Edge AI and cybersecurity solutions. Read more

PowerBank's 60 MWh Battery Projects in New York

PowerBank Corporation has announced plans for three battery energy storage projects in upstate New York, with a total capacity of 60 MWh. These projects are intended to support the increasing electricity demand from AI data centers. Read more

Solidion Technology Reports First Quarterly Revenue

Solidion Technology has announced its first-ever quarterly revenue of $85,426, mainly from government grants and silicon anode product deliveries. Read more

Sortera Technologies Expands Recycling Capacity with New Facility

Sortera Technologies has opened a new processing facility in Lebanon, Tennessee, doubling its capacity for recycling high-purity aluminum. This expansion aims to enhance the U.S. supply chain for aluminum alloys using AI-driven sorting technology. Read more

T5 Services Appoints New CFO for AI Infrastructure Growth

T5 Services has appointed Mason Thornburg as Chief Financial Officer to enhance financial leadership as the company expands its data center operations globally. Read more

APAC Data Center Market to Hit $83.88 Billion by 2031

A report by Arizton forecasts the APAC data center construction market to reach USD 83.88 billion by 2031, with China leading in power capacity at 53%. Read more

Thales and Google Cloud Launch Sovereign Cloud in Germany

Thales and Google Cloud have partnered to introduce a sovereign cloud service in Germany, focusing on secure and confidential cloud solutions for public sector and regulated industries. The service is in Preview and aims for general availability by 2026. Read more

FICER Technology to Present AI Solutions at COMPUTEX 2026

FICER Technology will participate in COMPUTEX Taipei 2026, showcasing its advanced hardware designed to enhance digital infrastructure and communication capabilities for AI applications. Read more

Sungrow and Masdar Partner on 7.5GWh Energy Storage System

Sungrow and Masdar have agreed to supply a 7.5GWh energy storage system for Abu Dhabi's innovative renewable energy project, which aims to provide continuous clean energy. Read more

GIGABYTE Wins Best Choice Award at COMPUTEX 2026

GIGABYTE has been recognized at COMPUTEX 2026 in Taipei with the Best Choice Award for its advanced AI technologies in various products, including motherboards, graphics cards, and laptops. Read more

World Micro Partners with Mobilint for AI Chip Distribution

World Micro has entered into a distribution agreement with Mobilint to expand access to advanced AI semiconductor solutions, aiming to enhance AI processing technologies across industries. Read more

AHEAD Launches AI Integration Facility

AHEAD has opened a new integration facility in Libertyville, Illinois, to expedite enterprise AI deployment by reducing timelines from months to weeks. The facility supports high-density AI workloads with advanced cooling methods. Read more

Nokia Opens AI Networking Lab in California

Nokia has opened an AI Networking Innovation Lab in Sunnyvale, California, to collaborate with partners on developing advanced networking technologies for AI infrastructure. The lab will work with companies like AMD, Lenovo, and Supermicro to meet the needs of large-scale AI training and real-time inference. Read more

SpaceX Subsidiary Buys Memphis Data Center for $185 Million

A subsidiary of SpaceX has purchased the Colossus I Data Center in Memphis, Tennessee, for $185 million. This marks the first data center acquisition for X-AI, a SpaceX subsidiary. Read more

RISC-V Market to Reach $4.85 Billion by 2032

A report by MarketsandMarkets forecasts the RISC-V market to grow significantly, driven by AI adoption and semiconductor initiatives, reaching $4.85 billion by 2032. Read more

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SEMIFIVE's 137% Growth, Google Invests $15B, and Alibaba's New AI Chip - Silicon Brief #71

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