GPU & Compute Supply

The multi-year agreement expands SiGe manufacturing capacity at GF's Vermont facility to meet surging demand for high-speed optical interconnects in AI data

A new Tracxn-sourced report maps the UK's sovereign AI stack, finding only three of the ten most-funded companies qualify cleanly on an

One Stop Systems has secured a $400,000 award to supply eight NVIDIA RTX PRO 6000 Blackwell GPUs for US missile defence modelling and simulation.

Nokia reports 20%-plus spectral efficiency gains as operators across four regions advance AI-RAN trials on NVIDIA Aerial RAN Computer hardware.

The Edinburgh-founded startup says its software right-sizes GPU and CPU allocation before a workload runs, recovering idle capacity without adding hardware.

The NASDAQ-listed photonics semiconductor firm posted a $9.2m full-year net loss while advancing a $30m CHIPS funding letter of intent.

Micron has appointed the 37-year Synopsys veteran to lead its $10bn long-horizon memory and AI research institution.

Ambarella's X7 brings its third-generation CVflow engine to existing Arm and x86 systems via PCIe or USB, targeting retrofit edge AI deployments.

AnalogAI will use Microchip's analog compute-in-memory IP to build processors that train and run inference on robots, drones and vehicles below one

Micron's 512GB RDIMM, validated by AMD and Intel, enables up to 12TB of DDR5 in a dual-socket server, with volume production due in

DeepSeek's memory-lean V4.1 Flash model rattled chipmaker stocks as Z.AI raised $5bn to build AI that trains itself.

Bitdeer AI has secured a 65.1MW data centre on its existing Malaysia campus, taking total secured AI cloud capacity to 206.5MW across three

AIB Data Centers has nearly doubled its contracted power portfolio to 120 MW via a $17.2m Texas land acquisition covering 29.4 acres.

Liberty Global Tech Ventures joins an oversubscribed $875m round backing Positron AI's LPDDR5X-based inference hardware, valuing the startup at $5bn.

Microchip Technology's SY757xx family targets voltage-translation challenges in AI accelerators, FPGAs and next-generation SoC platforms.

Tracxn data shows UK data centre infrastructure equity funding surged to $5.7B total, with London-based Nscale accounting for the majority of recent rounds.

Sidetrade's SAFE framework runs autonomous Order-to-Cash agents on owned compute, private data centres, and proprietary models, bypassing hyperscaler token costs.

PDF Solutions has launched Exensio Aurora, a redesigned analytics architecture targeting petabyte-scale semiconductor manufacturing data and agentic AI deployment.

RUM Group is acquiring 8.25 million additional Northern Data shares from Tether, triggering German squeeze-out proceedings to reach full ownership.

GF and Monolithic Power Systems will deploy MPS process technology at GF's Singapore 300mm fab, targeting capacity expansion from early 2027.