GPU & Compute Supply

Navitas Semiconductor's GaNFast-powered board converts 800 VDC directly to 12 V in a single stage, targeting 97% efficiency for AI data-centre compute

Bitdeer AI has signed an 8-year deal for a 60MW liquid-cooled data centre in Cyberjaya, bringing its secured global AI capacity to 333

Microchip Technology has added PCIe Gen 6 switching, post-quantum NVMe storage and enhanced RAID accelerators to its data centre product line.

ASUS has opened pre-orders for two RTX Spark-powered creator laptops starting at $2,599, with up to 128GB unified memory for local AI

VCI Global says its $125m standby equity facility with Hudson Global Ventures is undrawn and discretionary, not an immediate share issuance.

Applied Materials has brought UCLA's engineering school into its Silicon Valley EPIC Center to speed semiconductor R&D from lab to full-scale manufacturing.

NASDAQ-listed XMax is buying Hexa Creation to gain access to 1200V vertical GaN technology targeting AI data centre power infrastructure.

One Stop Systems has secured its ninth defence order since May 2025, bringing cumulative value to nearly $5m, with further awards expected in 2027 and

The two semiconductor giants are expanding collaboration on transistors, interconnects and 3D packaging for AI workloads at Applied's new Silicon Valley facility.

Tencent is reportedly paying around $7bn over five years for GPU capacity inside Oracle's Southeast Asia data centres, as US export controls tighten.

Duos Technologies has offloaded its GPUaaS subsidiary to Axe Compute, shedding $98.1m of prospective equipment debt and pivoting to pure-play AI colocation.

London-based FinOps vendor Yarken has released an AI Economics module connecting enterprise AI spend directly to the General Ledger.

Lenovo's new quick-start programme offers three validated NVIDIA-powered AI factory configurations with order-to-ship times starting at 15 business days.

Together AI will open an Abu Dhabi office under a strategic partnership with sovereign investor Mubadala, backed by a $100m Series C stake announced in

NetApp has announced plans to acquire Manchester-based PEAK:AIO to add parallel file and metadata architecture for large-scale AI infrastructure.

Lenovo has launched two consumer AI PC lines with Pantone-developed colour ranges and expanded Qira personal AI integration across devices.

OPPO's next flagship will be among the first smartphones powered by MediaTek's 2nm Dimensity 9600 Pro, with a global debut followed by a

KAYTUS says its new 2U storage server cuts TCO by 19% and power use by 45% compared with typical dual-socket alternatives.

The Houston-based GPU-as-a-Service provider doubled revenue to $14.8m in FY2026 and began trading on Nasdaq in August under ticker XLAB.

Gimlet Cloud will integrate Cerebras' wafer-scale silicon with GPUs to target ultrafast inference for agentic and real-time AI workloads.