GPU & Compute Supply

Cerebras Systems reported 94% year-on-year revenue growth in Q1 2026, buoyed by a $20bn OpenAI compute deal and a $6.4bn IPO.

Micron's fiscal Q3 2026 revenue rose 346% year-on-year, driven by AI-related demand for HBM and data-centre memory products.

The three-way collaboration will use NVIDIA Omniverse and DOE supercomputing to model subsurface behaviour at Fervo's Nevada and Utah EGS sites.

Micron has joined Anthropic's Series H round and signed a multi-year memory and storage supply agreement to support Claude's growing compute demands.

ASUS swept 10 Best Choice Awards at Computex 2026, including a Golden Award for its ROG G1000 gaming desktop and a Sustainable Tech Special Award.

The Nasdaq-listed Israeli quantum hardware firm has made a cryogenic chip carrier for a major US full-stack quantum computing customer using its additive

Sio Silica and Arctic Gateway Group will jointly plan up to $124m in port infrastructure to ship high-purity quartz to Europe via Churchill.

Applied Materials' SENZ platform bundles waveguide, light engine and sensing into one system for AI-powered smart glasses, with GlobalFoundries, Qualcomm and

French MBE equipment maker Riber reported process milestones for its ROSIE silicon-photonics platform and a second US quantum-computing delivery at its AGM.

Rumble now holds 85% of Northern Data, gaining 22,000 NVIDIA GPUs and over 200 MW of energy capacity across ten European data centres.

The two NASDAQ-listed companies have formalised a phased deployment of AMD GPU and CPU compute across Rackspace's global data centres from late 2026.

The Pittsburgh neocloud said two long-term enterprise deals cover Blackwell and Grace Blackwell deployments for AI inference and simulation workloads.

Nokia is scaling its Allentown ATP site up to ten times current capacity, backed by $30m in investment including federal CHIPS Act tax credits.

Applied Materials has launched two chipmaking systems targeting precision deposition and metal removal in high-aspect-ratio 3D logic and memory structures.

The agreement covers InP epiwafer supply for Tower's silicon photonics platforms and resolves all outstanding IP litigation between the two companies.

Skyworks Solutions will demonstrate isolation, gate driver and SiC technologies for AI data centres and EV platforms at PCIM Europe in Nuremberg.

SUNY Broome Community College took first place with a quantum education project at the annual NSF-backed student STEM competition.

ASUS and Republic of Gamers used Computex 2026 to launch anniversary hardware, high-refresh OLED monitors, and new esports partnerships.

ASUS has announced three new business laptops at Computex 2026, offering Intel and AMD AI-capable processors with NIST-compliant firmware security.

Bosch reported 4% North American sales growth in 2025, backed by AI-enabled mobility products and a $1.9bn silicon carbide semiconductor plant in California.