AI & ML

Soitec's full-year revenue fell 34% to €592m, but Photonics-SOI crossed $100m for the first time as AI data-centre demand accelerated.

ThoughtSpot has expanded its Spotter agent platform to run natively within Snowflake's security boundary, adding Cortex AI support and bi-directional semantic management.

Google will fund a Voltus-operated VPP aggregating up to 100 MW of distributed energy resources annually, paying local participants to ease grid stress.

The partnership will develop high-density colocation facilities across six US sites, with first locations under letter of intent in Colorado and Kentucky.

Quantum Metric's 2026 benchmark finds AI-referred customers convert well but are twice as likely to abandon after a single friction point.

AMD posted $10.3bn in Q1 2026 revenue, up 38% year-on-year, with its Data Centre segment now the dominant growth engine.

Applied Materials has agreed to buy ASMPT's NEXX unit, adding panel-level electrochemical deposition equipment to its advanced packaging portfolio.

ASUS has launched three new desktop PCs at Best Buy, including the first all-in-one built on Qualcomm's Snapdragon X platform, priced from

CECO Environmental posted a 97% rise in Q1 orders and raised full-year 2026 guidance as data-centre and AI power demand drives record bookings.

Cloudera's new integration lets enterprises run AI workflows against ServiceNow data in-place, removing data movement and cutting governance risk.

Firefly Aerospace reported Q1 2026 revenue up 40% quarter-on-quarter, driven by defence contracts including the Golden Dome interceptor programme.

Firefly Aerospace subsidiary SciTec has secured a US Space Force agreement under the Golden Dome programme's $3.2bn space-based interceptor initiative.

FormFactor's Q1 2026 revenue hit $226m, up 32% year-on-year, driven by record DRAM demand for high-bandwidth memory probe cards.

Gigamon's 2026 Hybrid Cloud Security Survey finds breach rates up 18% year-on-year as AI-powered attacks outstrip defenders' network visibility.

OroraTech's four-satellite Hellenic Fire System, launched via SpaceX, gives Greek fire services real-time wildfire detection across the entire country.

The San Francisco startup's agentic AI platform replaces static compliance programmes with dynamic, AI-generated microtraining to counter evolving social engineering

Micron says its 6600 ION is now shipping as the highest-capacity commercially available SSD, targeting AI data lakes and hyperscale storage.

Jitterbit's Harmony platform gains an MCP Gateway with real-time message inspection to monitor, mask and audit AI agent activity across enterprise systems.

The Swedish rugged-computing vendor will showcase two vehicle-mounted computers and AI-powered vision solutions at Hamburg's TOC Europe from 19–21 May.

Microchip Technology and Sunny Smartlead are collaborating on ASA-ML-based ADAS camera modules to give automotive OEMs a multi-vendor, interoperable alternative to