GPU & Compute Supply

Semiconductors
Data Centres
Cloud Infrastructure

GlobalFoundries and MPS partner to scale power chips in Singapore

GF and Monolithic Power Systems will deploy MPS process technology at GF's Singapore 300mm fab, targeting capacity expansion from early 2027.
GF and Monolithic Power Systems will deploy MPS process technology at GF's Singapore 300mm fab, targeting capacity expansion from early 2027.
AI & ML
Data Centres
Cloud Infrastructure

Vodafone and Cassava launch Egypt's first sovereign AI factory

The partnership will deliver GPU-as-a-Service on NVIDIA infrastructure, positioning Egypt as a regional hub for sovereign AI compute.
The partnership will deliver GPU-as-a-Service on NVIDIA infrastructure, positioning Egypt as a regional hub for sovereign AI compute.
Quantum
Semiconductors

Rigetti secures $100m US government deal for quantum R&D

Rigetti Computing has signed a $100m CHIPS Act agreement with the US Department of Commerce to scale superconducting quantum hardware.
Rigetti Computing has signed a $100m CHIPS Act agreement with the US Department of Commerce to scale superconducting quantum hardware.
Semiconductors

ASML and TSMC launch 12-inch photomask initiative for High NA EUV

The two semiconductor giants are targeting a 12-inch mask pilot line by 2031, with full High NA EUV production readiness set for 2033.
The two semiconductor giants are targeting a 12-inch mask pilot line by 2031, with full High NA EUV production readiness set for 2033.
Semiconductors
AI & ML
Data Centres

POET Technologies heads to CIOE 2026 to showcase AI optical tech

POET Technologies will exhibit at CIOE in Shenzhen and present on high-power laser light sources for AI interconnects at IFOC on 8 September.
POET Technologies will exhibit at CIOE in Shenzhen and present on high-power laser light sources for AI interconnects at IFOC on 8 September.
Semiconductors
AI & ML

Ambarella posts 13% revenue rise on edge AI SoC demand

Ambarella's Q2 FY2027 revenue hit $108.1m, up 13% year-on-year, driven by its 5nm CV75 and CV72 AI chips for automotive and
Ambarella's Q2 FY2027 revenue hit $108.1m, up 13% year-on-year, driven by its 5nm CV75 and CV72 AI chips for automotive and
Semiconductors
AI & ML
Enterprise Software

ASUS unveils RTX Spark ProArt laptops and mini PC at IFA 2026

ASUS has launched ProArt P16, P14 laptops and GR1X mini PC powered by NVIDIA's RTX Spark superchip, offering up to 128GB unified memory for
ASUS has launched ProArt P16, P14 laptops and GR1X mini PC powered by NVIDIA's RTX Spark superchip, offering up to 128GB unified memory for
AI & ML
Data Centres
Semiconductors

AGM Group expects H2 2026 delivery surge for AI storage hardware

NASDAQ-listed AGMH says mass production of all-flash servers has begun, with significant delivery volume growth expected in the second half of 2026.
NASDAQ-listed AGMH says mass production of all-flash servers has begun, with significant delivery volume growth expected in the second half of 2026.
AI & ML
Data Centres
Cloud Infrastructure

Cango's EcoHash begins commercial GPU compute at Georgia facility

EcoHash Technology has activated its first GPU servers at Cango's 50MW Georgia site, marking the start of commercial AI compute services.
EcoHash Technology has activated its first GPU servers at Cango's 50MW Georgia site, marking the start of commercial AI compute services.
Semiconductors
AI & ML

Broadcom targets $29.4bn quarter as AI chip expectations surge

Analysts say a strong result alone will not satisfy investors, who want a major guidance upgrade well above Broadcom's current $100bn AI revenue target.
Analysts say a strong result alone will not satisfy investors, who want a major guidance upgrade well above Broadcom's current $100bn AI revenue target.
Semiconductors
AI & ML

GlobalFoundries and RAAAM tape out GCRAM chip on FDX platform

The partners report a 40% memory area shrink and up to 60% power reduction versus SRAM, with lead-customer access planned for early 2027.
The partners report a 40% memory area shrink and up to 60% power reduction versus SRAM, with lead-customer access planned for early 2027.
Semiconductors
AI & ML
Data Centres

Soitec raises Q2'27 revenue guidance on Photonics-SOI surge

Soitec has upgraded its Q2'27 revenue growth forecast to around 50% year-on-year as Photonics-SOI demand accelerates sharply.
Soitec has upgraded its Q2'27 revenue growth forecast to around 50% year-on-year as Photonics-SOI demand accelerates sharply.
Data Centres
AI & ML
Cloud Infrastructure

Compu Dynamics Modular launches scalable AI data centre portfolio

CDM's new modular platform spans 750 kW edge units to 50 MW-plus AI campuses, with US-built factory construction and hybrid liquid cooling.
CDM's new modular platform spans 750 kW edge units to 50 MW-plus AI campuses, with US-built factory construction and hybrid liquid cooling.
Data Centres
AI & ML
Cloud Infrastructure

Bitdeer pays $100m for 200-acre Texas site to build AI/HPC capacity

Bitdeer has acquired a 200-acre greenfield parcel in Milam County, Texas, for $100m cash to expand its AI and HPC data centre footprint.
Bitdeer has acquired a 200-acre greenfield parcel in Milam County, Texas, for $100m cash to expand its AI and HPC data centre footprint.
AI & ML
Cloud Infrastructure
Enterprise Software

Maase signs RMB14.76m AI computing deal with Guangzhou Chuangyan

Maase subsidiary Huarong Future will supply 90P-class FP16 compute capacity to Guangzhou Chuangyan under a 12-month, RMB1.23m-per-month agreement.
Maase subsidiary Huarong Future will supply 90P-class FP16 compute capacity to Guangzhou Chuangyan under a 12-month, RMB1.23m-per-month agreement.
Semiconductors
AI & ML

Anaqua report: AI semiconductor patents grew 114% in five years

Anaqua's 2026 Semiconductor Patent Report finds AI-chip filings outpaced broader semiconductor patenting by nearly 40 percentage points over five years.
Anaqua's 2026 Semiconductor Patent Report finds AI-chip filings outpaced broader semiconductor patenting by nearly 40 percentage points over five years.
AI & ML
Semiconductors
Data Centres

AMD and HUMAIN launch turnkey "AI in a Box" for Saudi enterprises

The $10bn AMD-HUMAIN partnership has released a pre-configured AI compute bundle targeting Saudi businesses beginning their AI deployments.
The $10bn AMD-HUMAIN partnership has released a pre-configured AI compute bundle targeting Saudi businesses beginning their AI deployments.
AI & ML
Semiconductors
Data Centres

AMD and Cisco go live in Saudi Arabia with HUMAIN AI platform

AMD Instinct MI355X GPUs and Cisco Silicon One networking are now serving production workloads in Saudi Arabia under a joint venture targeting 1 GW by
AMD Instinct MI355X GPUs and Cisco Silicon One networking are now serving production workloads in Saudi Arabia under a joint venture targeting 1 GW by
Cloud Infrastructure
AI & ML
Data Centres

AWS to open Saudi Arabia cloud region by December 2026

AWS confirmed its first Saudi Arabia cloud region will go live by December 2026, backed by a $5.3bn infrastructure investment and a 50MW AI
AWS confirmed its first Saudi Arabia cloud region will go live by December 2026, backed by a $5.3bn infrastructure investment and a 50MW AI
AI & ML
Semiconductors
Data Centres

AMD, Cisco and HUMAIN bring MI355X GPU cluster live in Saudi Arabia

The three-way joint venture has activated production AI compute in the Kingdom, with up to 1 GW of capacity targeted by 2030.
The three-way joint venture has activated production AI compute in the Kingdom, with up to 1 GW of capacity targeted by 2030.
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