GPU & Compute Supply

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

AMD has agreed to buy Fei-Fei Li's spatial-intelligence lab World Labs for $8.2 billion in stock, adding model research expertise to

Tower Semiconductor's US Technical Global Symposium on 17 November in Santa Clara will feature senior executives from Google, Arista, Coherent and Terahop.

Cipher Digital has doubled the contracted life of its Texas data centre, adding $5.2bn in revenue via a follow-on lease with an unnamed

Microchip Technology's new energy-aware digital power monitors target 48V architectures in AI data centres, automotive and industrial applications.

Akamai and Anthropic have agreed a seven-year, $11.6bn cloud infrastructure commitment, with a potential expansion to $20bn in total.

Nutanix has bought French compute orchestration startup Ryax Technologies to integrate GPU scheduling into its Kubernetes and Enterprise AI platforms.

Classiq, Israel Natural Gas Lines and IonQ have published research applying quantum optimisation to natural gas transmission planning, with hardware execution on a

ASM's XP8 Vertos Flowable Carbon combines gap fill and planarisation in a single PECVD step, targeting logic and memory devices in high-volume manufacturing.

The Order-to-Cash software vendor grew first-half revenue 21% to €34.8m, with new ARR bookings up 112% year on year.

The Manchester-based AI storage vendor will host two sessions on open-source parallel file system pNFS Lattice at SDC 2026 on 28 September.

Mavenir's AI orchestration platform will combine with Neysa's GPU cloud to offer telcos, enterprises, and neocloud providers governed, metered AI services.

RS South Africa will distribute NVIDIA's compact 78-TOPS Jetson Orin Nano 2, targeting industrial robotics and vision AI, with availability from H1 2027.

The Dutch startup's QSFP-28 CV-QKD module, tested with an NVIDIA DGX Spark system, claims a 100x reduction in power, cost and footprint

Einride will adapt NVIDIA's Hyperion platform for heavy-duty freight, targeting a fleet of 1,500 to 2,000 autonomous vehicles by 2028.

KAYTUS says its upgraded MotusAI platform turns on-premises GPU clusters into governed token factories, claiming 30–50% lower annual token operating costs.

The silicon photonics firm will integrate its programmable optical switching platform into BSC's GPU and HPC infrastructure over two years.

The Israeli foundry will demonstrate silicon photonics and SiGe BiCMOS solutions for AI infrastructure, datacentre optics and telecom at the Malaga event.

Crusoe has closed a $3.9bn Series F co-led by Atreides, Mubadala Capital and Valor Equity, valuing the AI infrastructure company at $30.9bn.

The two companies have begun high-volume production of laser-integrated photonic ICs targeting AI interconnect, with 6.4T chipsets planned for 1H 2027.