GPU & Compute Supply

Enterprise Software
Semiconductors

Franklin Access RG3100 5G hotspot launches on T-Mobile network

Franklin Access has launched the Wi-Fi 7-capable RG3100 mobile hotspot on T-Mobile's 5G network, targeting enterprise, education and public sector users.
Franklin Access has launched the Wi-Fi 7-capable RG3100 mobile hotspot on T-Mobile's 5G network, targeting enterprise, education and public sector users.
Cloud Infrastructure
Data Centres

Microchip Technology targets $500m data centre unit revenue in 2026

Microchip's dedicated Data Center Solutions Business Unit posted $302.7m in 2025 revenue and is forecast to grow 65% this year.
Microchip's dedicated Data Center Solutions Business Unit posted $302.7m in 2025 revenue and is forecast to grow 65% this year.
AI & ML
Cloud Infrastructure
Enterprise Software

Flexera adds AI cost management layer to Flexera One platform

Flexera has launched AI Cost Management capabilities in Flexera One, covering spend across agents, models, data and compute in a single view.
Flexera has launched AI Cost Management capabilities in Flexera One, covering spend across agents, models, data and compute in a single view.
Cloud Infrastructure
Semiconductors

Micron picks Bechtel to build first phase of New York mega-fab

Micron has appointed Bechtel as EPC partner for its Clay, New York fab complex, billed as the largest private investment in New York state history.
Micron has appointed Bechtel as EPC partner for its Clay, New York fab complex, billed as the largest private investment in New York state history.
AI & ML
Data Centres
Semiconductors

Applied Materials opens $500m Singapore campus for AI chip demand

The NASDAQ-listed equipment maker's new Tampines Campus doubles its Singapore cleanroom capacity and will add roughly 1,000 local jobs.
The NASDAQ-listed equipment maker's new Tampines Campus doubles its Singapore cleanroom capacity and will add roughly 1,000 local jobs.
Telecom

Nokia and Indosat partner on 5G and AI-RAN rollout across Indonesia

Nokia will deploy low- and mid-band 5G across Indosat's nationwide network, with AI-RAN field trials involving NVIDIA planned for Indonesia by end
Nokia will deploy low- and mid-band 5G across Indosat's nationwide network, with AI-RAN field trials involving NVIDIA planned for Indonesia by end
Data Centres
Semiconductors

Orbital raises $5m pre-seed to build AI compute satellites in LEO

The LA-based space infrastructure startup secured backing from a16z speedrun to develop GPU-powered orbital data centres, with a first mission slated for 2027.
The LA-based space infrastructure startup secured backing from a16z speedrun to develop GPU-powered orbital data centres, with a first mission slated for 2027.
AI & ML
Cloud Infrastructure
Semiconductors

AMD pledges £2bn to UK AI infrastructure over five years

AMD has committed up to £2bn over five years to expand AI compute, research partnerships and workforce development across the United Kingdom.
AMD has committed up to £2bn over five years to expand AI compute, research partnerships and workforce development across the United Kingdom.
Cloud Infrastructure
Data Centres

Cipher Digital prices $810m secured notes to fund Stingray data centre

Cipher Digital's subsidiary Stingray Compute has priced $810m in 6% senior secured notes due 2031 to finance its industrial-scale HPC data centre.
Cipher Digital's subsidiary Stingray Compute has priced $810m in 6% senior secured notes due 2031 to finance its industrial-scale HPC data centre.
AI & ML
Data Centres
Semiconductors

Lotus Microsystems launches vStrata vertical power module for AI racks

Copenhagen-based Lotus Microsystems has unveiled vStrata, a co-engineered power and thermal platform targeting AI accelerator density limits, with engineering samples due
Copenhagen-based Lotus Microsystems has unveiled vStrata, a co-engineered power and thermal platform targeting AI accelerator density limits, with engineering samples due
AI & ML
Cloud Infrastructure
Data Centres

NAVER expands sovereign AI infrastructure with NVIDIA DSX platform

NAVER will deploy NVIDIA's DSX platform at gigawatt scale, starting with a 55 MW expansion at its GAK Sejong data centre in South Korea.
NAVER will deploy NVIDIA's DSX platform at gigawatt scale, starting with a 55 MW expansion at its GAK Sejong data centre in South Korea.
Data Centres
Semiconductors

NVIDIA and SK hynix sign multiyear memory partnership for AI factories

The two companies will co-develop next-generation memory for NVIDIA's Vera Rubin supercomputers, Vera CPUs, RTX Spark PCs and Jetson Thor robotics platforms.
The two companies will co-develop next-generation memory for NVIDIA's Vera Rubin supercomputers, Vera CPUs, RTX Spark PCs and Jetson Thor robotics platforms.
AI & ML
Cloud Infrastructure
Data Centres

Rumble and Together AI sign multi-year NVIDIA Blackwell compute deal

Rumble will supply Together AI with dedicated liquid-cooled NVIDIA HGX B300 GPU capacity under a multi-year agreement targeting inference, fine-tuning and training
Rumble will supply Together AI with dedicated liquid-cooled NVIDIA HGX B300 GPU capacity under a multi-year agreement targeting inference, fine-tuning and training
AI & ML
Data Centres
Semiconductors

SK Telecom and NVIDIA to build gigawatt-scale AI Cloud in Korea

SK Telecom plans a gigawatt-scale AI Cloud using NVIDIA's DSX platform, with the first AI factory targeting a 2027 launch.
SK Telecom plans a gigawatt-scale AI Cloud using NVIDIA's DSX platform, with the first AI factory targeting a 2027 launch.
AI & ML
Data Centres
Semiconductors

STMicroelectronics doubles data centre revenue target to $1bn for 2026

ST has raised its 2026 data centre revenue ambition to roughly $1bn, citing AI infrastructure demand and capacity ramp-up progress.
ST has raised its 2026 data centre revenue ambition to roughly $1bn, citing AI infrastructure demand and capacity ramp-up progress.
AI & ML
Data Centres
Semiconductors

Microchip launches PCIe 6.0 and CXL 3.1 retimers for AI fabrics

Microchip Technology's XpressConnect retimers target signal-integrity and latency bottlenecks in large-scale GPU clusters running at 64 GT/s.
Microchip Technology's XpressConnect retimers target signal-integrity and latency bottlenecks in large-scale GPU clusters running at 64 GT/s.
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