Nokia and SoftBank to trial AI-RAN in live commercial network October 22, 2026 Nokia and SoftBank will trial AI-RAN in SoftBank’s commercial network in Japan in 2027, under commercial traffic conditions. The trial will run Nokia’s RAN software on SoftBank’s own platform, built on Nvidia hardware.
Skeleton Technologies raises Siemens-led round to expand US production October 15, 2026 Supercapacitor maker Skeleton Technologies has raised a new investment round led by Siemens, valuing the company at more than USD 1 billion. The money will mainly go towards building up manufacturing in the US, including its own cell production, for power systems in AI data centres.
Exascale, Compal to develop platform for next-gen GPU systems October 02, 2026 The platform combines Compal’s production-grade GPU server platforms and liquid cooling systems with Exascale’s Modular Data Center (MDC) and SST power architecture to validate power, compute, cooling and controls as an integrated system.
Samsung to invest $1 billion in AI infrastructure company Helix September 30, 2026 Samsung Electronics to invest USD 500 million; five other Samsung affiliates investing the remainder. Samsung commits to Helix’s global AI infrastructure build-out alongside KKR, Kuwait Investment Authority, NVIDIA and Vistra.
Finnish startup Verda raises €163M to scale full-stack AI cloud September 25, 2026 The funding allows the Helsinki-based company to accelerate product development across all layers of its AI cloud, from compute capacity to platform services for frontier AI teams in the agentic era.
AMD Instinct AI infrastructure goes live in Saudi Arabia through HUMAIN joint venture September 02, 2026 AMD, Cisco and Saudi AI company HUMAIN have announced that AMD Instinct MI355X GPU-based infrastructure is now live in Saudi Arabia and serving customers. The three companies also plan to deploy up to 250 MW of additional AI infrastructure from 2027, as part of a joint venture targeting up to 1 GW of total capacity by 2030.
Infineon and Skeleton Technologies to develop power solutions for AI data centres September 02, 2026 Infineon Technologies and Estonian energy storage company Skeleton Technologies have signed a memorandum of understanding to collaborate on solid-state transformers and sidecar power systems for AI data centre infrastructure. The partnership combines Infineon's power semiconductors with Skeleton's supercapacitor technology and power conversion expertise.
Quantinuum, Oracle to advance hybrid quantum compute adoption August 13, 2026 With Quantinuum’s Helios on OCI, customers can expect to gain managed, secure access to cloud-hosted quantum computing without having to procure, install, or operate dedicated hardware or specialized facilities.
AI server shipments forecast raised to 31% YoY in 2026 August 05, 2026 TrendForce estimates that the combined 2026 CapEx of Google, Amazon, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba, and Baidu will exceed USD 886.7 billion, with the five North American hyperscalers accounting for nearly 90%.
TOP500 Supercomputer List: China Returns to the Top, Europe Holds Strong Position July 31, 2026 The latest edition of the TOP500 ranking of the world's most powerful supercomputers has brought a change at the top. China's LineShine has overtaken the United States' El Capitan, while the number of exascale systems has increased to five. Europe has maintained its position among the world's leading high-performance computing regions.
FOXTRON, MediaTek to advance intelligent vehicle experiences July 07, 2026 The MediaTek Dimensity AX C-X1 platform, which incorporates NVIDIA’s leading-edge GPU and advanced AI technologies, will be integrated into premium automotive solutions across the partners’ ecosystems.
Nvidia, LG Group build AI factory to advance physical AI June 09, 2026 The collaboration brings together Nvidia’s full-stack, end-to-end AI factory platform with LG Group’s global expertise in consumer electronics, robotics, mobility components, smart spaces and data center technologies.
Nextpower acquires Prevalon Energy for $365 million June 08, 2026 The acquisition is expected to extend Nextpower’s technology platform across BESS and intelligent controls for critical power infrastructure.
Cadence, Samsung Foundry deepen 2nm and 3D‑IC collaboration June 05, 2026 Building on the companies’ 2025 announcement of certified Cadence tools and IP on multiple Samsung Foundry nodes, including second-generation 2nm, this new multi-year agreement further broadens the Cadence portfolio of Memory and Interface IP.
AI boom pushes hyperscaler CapEx towards USD 830 billion in 2026 May 06, 2026 Rising demand for AI infrastructure is driving a sharp increase in capital expenditure among the world’s largest cloud service providers (CSPs), according to new data from TrendForce.
Mosaic SoC raises $3.8M to advance spatial intelligence May 06, 2026 The Swiss semiconductor startup builds integrated circuits that process visual and positional sensor data to give devices a real-time understanding of where they are and what’s around them.
Pixxel to launch India’s first orbital data centre satellite May 04, 2026 Pixxel will design, build, launch and operate the Pathfinder satellite, while Bengaluru startup Sarvam will provide the AI backbone, handling both training and inference directly in orbit, with full-stack language models running on board the satellite.
Lattice Semiconductor collaborates with TI to advance Edge AI April 22, 2026 The combination of TI’s sensing technologies and the Lattice Holoscan Sensor Bridge solution will provide developers with a flexible hardware foundation for synchronized, low latency sensor data pipelines in advanced robotics and industrial applications.
Inside a modern GPU: from architecture to trillions of calculations April 17, 2026 We often speak about the performance of modern GPUs in abstract terms — trillions of operations, ever-increasing compute power. What remains less visible is the structure that makes it possible.
Extended lead times for key components weigh on server growth April 15, 2026 Extended lead times for key semiconductor and hardware components are increasingly shaping supply conditions in the server market, according to TrendForce.
Samsung partners with AMD on next-gen AI memory solutions March 30, 2026 The companies will collaborate on HBM4 supply for AMD Instinct MI455X GPUs and next-generation DDR5 solutions for AMD EPYC processors and the AMD Helios platform.
Foundry set to grow 24.8%, but not all of the market is keeping pace March 27, 2026 In December, Claus Aasholm, an analyst at Semiconductor Business Intelligence, raised an uncomfortable question in Evertiq: does the traditional semiconductor cycle still exist? His argument was straightforward — AI-driven growth is pulling the market into parallel trajectories that are increasingly difficult to reconcile within a single top-line number.
Sivers, O-Net, Enablence advance ELS module for data centers March 23, 2026 O-Net Technologies will serve as the ODM partner, integrating Sivers’ laser arrays and Enablence’s NxN Star Coupler to deliver a scalable external light source (ELS) module for scale-out and scale-up optical systems.
IonQ teams up with KISTI to advance quantum HPC tech March 23, 2026 The MOU focuses on seeking to establish a phased approach to integrate IonQ’s quantum hardware with Korea Institute of Science and Technology Information’s (KISTI) high performance computing (HPC) infrastructure using NVIDIA NVQLink.
Flex and AMD expand US manufacturing of AI platforms March 04, 2026 EMS provider Flex has expanded its strategic collaboration with Advanced Micro Devices (AMD) to manufacture AMD Instinct GPU platforms in the United States, as demand for AI infrastructure continues to accelerate, according to a press release.
SK hynix and Sandisk looks to standardise next-gen HBF memory February 26, 2026 SK hynix and Sandisk have announced the start of a global standardisation initiative for next-generation memory solution, High Bandwidth Flash (HBF) aimed at the AI inference era.
AMD and Meta sign multi-year deal for up to 6GW of AI GPU capacity February 25, 2026 AMD and Meta have entered a definitive multi-year agreement under which Meta will deploy up to 6 gigawatts of AMD Instinct GPUs to power its next generation AI infrastructure.
Indian AI semiconductor startup Agrani Labs raises $8M January 30, 2026 The proceeds will be used to scale engineering efforts and advance product development as Agrani Labs works towards building globally competitive AI compute solutions.
BOS selects Ceva’s AI DSP for next-gen ADAS platforms January 12, 2026 Eagle-A is designed for advanced driver assistance and autonomous driving systems, combining a high-end NPU, CPU and GPU with dedicated sensing interfaces for camera, LiDAR and radar fusion.
Enlightra raises $15M to advance energy-efficient laser links January 05, 2026 The funding has enabled the Swiss-American deeptech startup to develop and demonstrate its multi-color laser technology, which connects computing chips (GPUs, TPUs) in AI clusters faster and more efficiently than copper cables can.
Nvidia pilots chip-tracking software amid rising smuggling concerns December 10, 2025 Nvidia is piloting a new software feature that can verify the physical location of its AI chips, aiming to make illicit GPU diversion and smuggling significantly harder. The initiative, described in detail by Reuters, uses telemetry already present in data-centre deployments to estimate where a device is operating — without modifying the chip itself or embedding direct GPS-style hardware tracking.
Nvidia invests $2 billion in Synopsys December 02, 2025 Nvidia and Synopsys announced Monday an expanded strategic partnership aimed at integrating accelerated computing and AI into engineering workflows across multiple industries.