Investment

Semiconductors
AI & ML
Enterprise Software

NXP Semiconductors posts $3.5bn Q2 revenue, up 19% year-on-year

NXP beat expectations with 19% annual revenue growth in Q2 2026, citing software-defined vehicles and physical AI as its primary demand engines.
NXP beat expectations with 19% annual revenue growth in Q2 2026, citing software-defined vehicles and physical AI as its primary demand engines.
Enterprise Software
AI & ML

Sent raises $12m Series A for AI-native messaging infrastructure

The unified messaging API startup closed an oversubscribed round led by Companyon Ventures to build carrier-grade infrastructure for agentic AI communications.
The unified messaging API startup closed an oversubscribed round led by Companyon Ventures to build carrier-grade infrastructure for agentic AI communications.
Semiconductors
AI & ML
Data Centres

Skyworks posts $935m Q3 revenue as Qorvo deal nears close

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

Turbo Energy posts 180% revenue growth in first half 2026

The Valencia-based energy storage integrator reported preliminary H1 revenue of $17.2m, swinging to positive operating income from a loss a year earlier.
The Valencia-based energy storage integrator reported preliminary H1 revenue of $17.2m, swinging to positive operating income from a loss a year earlier.
Data Centres
AI & ML
Cloud Infrastructure

EdgeMode and BlackBerry AIF plan merger to form BLACK AI platform

The two firms intend to combine into a single listed AI data centre infrastructure company, with over 4GW of capacity across Europe and the Americas.
The two firms intend to combine into a single listed AI data centre infrastructure company, with over 4GW of capacity across Europe and the Americas.
Quantum
Semiconductors

ZuriQ raises $25.5m seed round to scale 2D trapped-ion processor

The ETH Zürich spin-out has closed a $25.5m seed round led by Quantonation to scale its natively two-dimensional trapped-ion quantum architecture.
The ETH Zürich spin-out has closed a $25.5m seed round led by Quantonation to scale its natively two-dimensional trapped-ion quantum architecture.
AI & ML
Semiconductors
Enterprise Software

Aina raises $5.5m seed to build AI-era hardware interface

The San Francisco and Bangalore startup is developing a general-purpose AI interface beyond touchscreens and keyboards, backed by Redstart Labs and 360 ONE Asset.
The San Francisco and Bangalore startup is developing a general-purpose AI interface beyond touchscreens and keyboards, backed by Redstart Labs and 360 ONE Asset.
Enterprise Software
Data Centres
Datatech

ARRAY Technologies acquires AWM for $203m in solar BOS push

ARRAY Technologies is buying wire management specialist AWM for up to $203m, extending its balance-of-system portfolio into battery storage and datacentre markets.
ARRAY Technologies is buying wire management specialist AWM for up to $203m, extending its balance-of-system portfolio into battery storage and datacentre markets.
Data Centres
AI & ML
Cloud Infrastructure

Duos Edge AI seals $111m hyperscaler colocation deal in Columbus

Duos Edge AI has signed a five-year, 10 MW colocation agreement worth over $111m, bringing its Columbus campus to 20 MW of contracted capacity
Duos Edge AI has signed a five-year, 10 MW colocation agreement worth over $111m, bringing its Columbus campus to 20 MW of contracted capacity
Cloud Infrastructure
AI & ML
Data Centres

Exascale Labs signs $71.4m GPU compute deal with Dimension AI

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
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
Semiconductors
AI & ML
Enterprise Software

Micron signs automotive supply deals with Qualcomm, DENSO and others

Micron has formalised long-term memory and storage supply agreements with seven Tier 1 automotive suppliers, including Qualcomm, HARMAN, DENSO and Hyundai Mobis.
Micron has formalised long-term memory and storage supply agreements with seven Tier 1 automotive suppliers, including Qualcomm, HARMAN, DENSO and Hyundai Mobis.
Enterprise Software
AI & ML
Cloud Infrastructure

Flexera names Mike Jerich CEO as it pushes AI cost management

Flexera has promoted president Mike Jerich to CEO, succeeding Jim Ryan, as the IT spend platform expands its AI cost management capabilities.
Flexera has promoted president Mike Jerich to CEO, succeeding Jim Ryan, as the IT spend platform expands its AI cost management capabilities.
Enterprise Software
AI & ML

Green Project Technologies acquires Optera to unify climate management

Green Project Technologies has acquired Optera to combine enterprise carbon accounting with supply chain decarbonisation under a single AI-powered platform.
Green Project Technologies has acquired Optera to combine enterprise carbon accounting with supply chain decarbonisation under a single AI-powered platform.
Data Centres
AI & ML
Cloud Infrastructure

Crusoe and Lancium plan 1 GW AI data centre campus in Texas

The 270-acre Childress campus will serve a named hyperscaler, with construction starting Q3 2026 and closed-loop liquid cooling planned at full scale.
The 270-acre Childress campus will serve a named hyperscaler, with construction starting Q3 2026 and closed-loop liquid cooling planned at full scale.
Datatech
Cloud Infrastructure

Gilat wins $20m-plus SkyEdge order from unnamed satellite operator

Gilat Satellite Networks has secured over $20m in SkyEdge orders from an undisclosed global satellite operator, with most deliveries expected within 24 months.
Gilat Satellite Networks has secured over $20m in SkyEdge orders from an undisclosed global satellite operator, with most deliveries expected within 24 months.
AI & ML
Enterprise Software

Virtuix Omni One selected for NASA Moon and Mars analog mission

NASA has chosen Virtuix's Omni One treadmill platform for its year-long Moon and Mars Exploration Analog mission, beginning at Johnson Space Center next
NASA has chosen Virtuix's Omni One treadmill platform for its year-long Moon and Mars Exploration Analog mission, beginning at Johnson Space Center next
Enterprise Software

CFO Recruit launches North American finance leadership search firm

CFO Recruit, a Miami-based specialist recruiter, says 64% of CFOs now oversee functions beyond finance, yet pay has not kept pace.
CFO Recruit, a Miami-based specialist recruiter, says 64% of CFOs now oversee functions beyond finance, yet pay has not kept pace.
AI & ML
Data Centres
Semiconductors

Fitch: Japan's physical AI strategy boosts data centres and chip credits

Fitch Ratings says domestic infrastructure and semiconductor suppliers stand to gain most from Japan's physical AI push, though credit benefits will be uneven.
Fitch Ratings says domestic infrastructure and semiconductor suppliers stand to gain most from Japan's physical AI push, though credit benefits will be uneven.
Cloud Infrastructure
Enterprise Software
Data Centres

Leaseweb reaches Pinnacle tier in Broadcom VMware partner programme

Leaseweb has been named a VMware Cloud Service Provider Pinnacle partner, the highest tier in Broadcom's Advantage Partner Programme, across the US, EEA and
Leaseweb has been named a VMware Cloud Service Provider Pinnacle partner, the highest tier in Broadcom's Advantage Partner Programme, across the US, EEA and
Enterprise Software
Cloud Infrastructure

ABB takes minority stake in Gridcog's energy modelling platform

ABB has made a strategic minority investment in UK-based Gridcog, joining co-investors AXPO, DNV and Verbund Ventures in an undisclosed funding round.
ABB has made a strategic minority investment in UK-based Gridcog, joining co-investors AXPO, DNV and Verbund Ventures in an undisclosed funding round.
Subscribe to Investment