GPU & Compute Supply

The two semiconductor firms are deepening collaboration across cloud AI factories, local computing and automotive, backed by a $3.5bn NVIDIA convertible bond stake in

ASUS Republic of Gamers has launched its most powerful gaming laptop to date in Canada, priced from C$6,899.

PMGC Holdings grew total assets 184% from year-end 2025 to $36.6m, with Q2 revenue up 92% sequentially after closing its aerospace acquisition in

Nvidia has reportedly halted revenue-share financing arrangements with AI cloud providers, less than two months after launching the model.

Micron Technology has restructured its executive team around AI-driven memory demand, elevating two long-serving leaders to newly created president positions.

AZIO AI has grown its GPU supply agreement with Power Champion to cover 512 HGX B300 systems, valuing the estimated pipeline at $307 million.

IREN's AI Cloud Services revenue grew nearly 8x to $129m in FY26, with $4bn contracted ARR targeted by year-end as it pivots from

The French neutral-atom quantum computing firm begins trading as PSQL on 28 August, backed by approximately $360 million to accelerate global QPU deployment.

Nutanix has released NAI 2.8 and previewed NKP 2.19, targeting enterprises running agentic AI across hybrid VM and container environments.

The two companies are expanding their strategic collaboration to deploy 2 million additional NVIDIA GPUs across AWS infrastructure in 2027 and 2028.

NVIDIA's Q2 fiscal 2027 revenue doubled year-on-year, driven by $89bn in data centre sales, with Q3 guidance set at $108bn.

Data centers are evolving from simple storage facilities into strategically important AI infrastructure, where cooling, connectivity, and data sovereignty now define them

Navitas Semiconductor will buy power management startup Claros to extend its AI data centre portfolio from the grid to the processor.

SpaceXAI will deploy NVIDIA's Vera CPU and Vera Rubin platform to scale Grok's AI infrastructure, extending the architecture into orbit via its Starmind

The semiconductor equipment giant reported record quarterly revenue and non-GAAP EPS of $3.50, both up sharply on AI-driven demand for advanced chipmaking

Cloudera is embedding NVIDIA's cuDF library into its Data Engineering platform to deliver up to 4x Spark acceleration without code changes.

Micron Technology is establishing a long-horizon memory research institution in Boise, backed by a planned $10 billion investment over the next decade.

Micron's corporate venture arm has closed its third and largest fund, targeting the full AI technology stack from model architecture to physical AI.

Nasdaq-listed Duos Technologies has hired former Telstra InfraCo executive Dipan Patel as COO to lead deployment of its edge AI data centres and GPU

The NASDAQ-listed firms will combine Nutanix's hybrid cloud platform with ChronoScale's GPU-as-a-Service and agentic AI foundry for enterprise customers.