GPU & Compute Supply

The two vendors say their joint platform addresses GPU starvation by piping enterprise data continuously into AI training and inference workloads.

HMS Networks reported a record second quarter, with order intake up 20% and EBITA margin expanding to 26.8%, driven by semiconductor and data-centre

Microchip Technology has launched a free SDK bringing sparsity-based CNN acceleration to PolarFire FPGAs, targeting aerospace, defence and space applications.

Tower Semiconductor is investing up to $3bn in a dual-track Japan capacity build-out, backed by $1bn in METI grants, targeting $3.6bn revenue

The San Francisco AI startup closed a $100m round co-led by NEA and NAVER Ventures, with Amazon among investors, to build a full-stack

ASUS has released Zenni Claw, a hybrid local-cloud agentic AI assistant for supported Windows 11 devices, launching in beta as a free download.

Bosch has agreed a $225m federal funding deal to support a $2bn silicon carbide semiconductor plant in California, with commercial output targeted for 2026.

Micron has lifted its US spending commitment to over $250bn through 2035 as construction of its Clay, New York fab moves ahead of schedule.

Micron will provide $500m to GlobalWafers' Texas wafer plant and sign a 10-year supply deal, anchoring a broader $3bn domestic investment programme.

French epitaxy equipment maker RIBER has secured a new order from photonics firm 3SP Technologies for an industrial passivation platform, due for delivery in 2027.

The Prague-based AI lab, founded by ex-DeepMind researchers, closed its Series A above a $500m valuation, led by Creandum.

French AI inference chipmaker VSORA has closed a funding round led by Ardian, with a larger Series planned for 2027 to fund international expansion.

The NASDAQ-listed photonics firm set out a production ramp, $50m capex deployment and over $100m in active customer pipeline at its 2026 AGM.

The NASDAQ-listed firm said 16 B300 AI servers, due in Q3 2026, are expected to generate $360,000 in monthly recurring revenue from contracted

CBAK Energy has unveiled two next-generation LFP cylindrical cells targeting battery backup and UPS applications in GPU-dense AI data centres.

The Nasdaq-listed furniture-turned-AI company reports up to $25m in API service agreements and its first commercial GPUaaS deal.

NVIDIA beat Q1 expectations with 85% year-on-year revenue growth and announced an $80bn share buyback alongside Q2 guidance of $91bn.

Acer's new Windows 11 gaming handheld pairs Intel Arc G3 Extreme silicon with a dual-fan cooling system, targeting a Middle East and Africa

Red Hat AI 3.4 introduces governed model access, agent lifecycle tooling, and cryptographic identity management to bridge AI experimentation and production.

Applied Materials has unveiled seven new chipmaking systems targeting DRAM transistor scaling and advanced 3D packaging for next-generation AI chips.