GPU & Compute Supply

The Nasdaq-listed power semiconductor maker posted $1.6bn in Q2 revenue and said its AI data centre segment is on track to more than

The Houston-based electrical equipment maker reported a 158% jump in new orders, anchored by a $400m-plus data centre contract, lifting backlog to $2

Memphis-based graphene licensor Avadain has hit the SEC's $5m Regulation Crowdfunding ceiling, backed by more than 500 investors.

Microchip Technology has signed a definitive agreement to acquire Hailo, adding a portfolio of edge AI accelerators and vision SoCs to its embedded processing lineup.

MPS reported Q2 2026 revenue up 47.6% year on year, driven by a 164% annual jump in Enterprise Data sales.

Thintronics has signed a Letter of Intent with the US Department of Commerce for up to $50m in CHIPS Act incentives to commercialise its ultra

The NASDAQ-listed semiconductor firm has signed a letter of intent for up to $30m in CHIPS Act funding to scale its photonic chip platform

Santa Clara chiplet specialist Eliyan has closed a $145m Series C at a $1bn valuation, backed by Cisco Investments and Lumentum.

The semiconductor test equipment maker beat its own guidance on all metrics, with year-on-year revenue up 32% and GAAP net income more than

Multibeam Corporation has signed a $140m Letter of Intent with the U.S. Department of Commerce to accelerate fine-pitch heterogeneous chip integration.

Nokia reported Q2 net sales of EUR 4.8bn, up 8% year-on-year, with AI and Cloud customer revenues growing 105% as order intake

Tellus Power's vertical AI model targets 20–40% electricity-cost cuts for data centres by coordinating AI workloads with real-time grid pricing and

AMD unveiled its full-stack Helios rackscale platform at Advancing AI 2026, alongside major partnerships with Anthropic, OpenAI and Meta.

The Dutch semiconductor equipment maker beat its own guidance in Q2 2026, driven by leading-edge logic and HBM DRAM growth.

Skyworks beat its own expectations in Q3 FY2026 and said it now expects to close the Qorvo combination within the calendar year.

Exascale Labs has contracted $71.4m of dedicated GPU capacity from Singapore's Dimension AI over three years to expand its GPU-as-a-Service

Intel Foundry has entered high-volume manufacturing of Panther Lake processors on the Intel 18A node using ASML's High NA EUV lithography, a production

Nokia has unveiled what it describes as the first commercial AI-RAN platform, targeting more than 100% spectral efficiency gains by 2028.

The Arizona chipmaker appointed semiconductor veterans Shaun Bowers and Georgette Woodyard as it transitions its STILE power-delivery technology toward commercial scale.

The Dutch lithography giant beat Q2 guidance with €9.3bn in sales and is planning a 30% capacity increase for EUV and DUV systems in