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Juan Pedro TomásGroq currently operates data centers across the U.S., Canada, Europe, and the Middle East, with new sites planned in Asia In sum – what to know: Post-2025 expansion – Groq plans to exceed its 2025 buildout of 12 data centers, with new sites coming online across Asia and other regions next year. Surging AI demand – Chairman Jonathan Ross said …
The acquisition would extend BlackRock’s AI-linked portfolio just a year after acquiring GIP for $12.5 billion In sum – what to know: BlackRock eyes $40B acquisition – GIP is nearing a deal to buy Aligned Data Centers, which operates 78 facilities in the Americas, in one of the year’s largest infrastructure transactions. AI demand drives M&A – The planned purchase …
Fujitsu and Nvidia will co-develop an AI agent platform focused on sectors such as healthcare, manufacturing, and robotics In sum – what to know: AI collaboration – the partnership will deliver sector-specific AI agents and computing infrastructure built on Monaka CPUs, Nvidia GPUs, and NVLink Fusion interconnect. Industry apps – a joint AI platform will target manufacturing, healthcare, and robotics, with agents …
In May, the UAE committed to make investments in the U.S. in return for access to several hundred thousand Nvidia AI chips on an annual basis In sum – what to know: Chip deal stalled – a multibillion-dollar agreement between Nvidia and the UAE government for AI chip exports remains frozen nearly five months after its announcement. Commerce approval – the US …
Christian de LooperGoogle gets a Marvell stock warrant worth up to $12.2 billion In sum – what we know: Marvell Technology and Google have agreed to co-design custom semiconductor products for Google’s tensor processing unit (TPU) ecosystem. Alongside the deal, Marvell issued Google a stock warrant on August 18, 2026, allowing it to purchase up to 58,970,907 shares at $206.58 apiece — a potential …
Feynman could make Nvidia A16’s first major customer In sum – what we know: Nvidia is reportedly designing its next-generation “Feynman” GPUs to debut on TSMC’s A16 node — a 1.6nm-class process — rather than the standard 2nm (N2) generation. Feynman is the successor to the Rubin and Rubin Ultra, which are on the 3nm-class N3P. If the reports hold up, Nvidia’s …
Reported AMD tie-up pairs Google TPU matrix engines with x86 CPU cores In sum – what we know: Google has settled into a pretty quick cadence when it comes to refreshing its TPUs, but its next refresh might see it bring a new partner on board. According to a client note from SemiAnalysis, Google is reportedly working with AMD on a project …
Taalas chips run one model each, but claim vastly faster inference In sum – what we know: AMD is buying its way deeper into AI inference. The company has announced an agreement to acquire Taalas, a Toronto-based chip startup founded in 2023 that takes an unusually blunt approach to the inference problem — it hardwires entire AI models directly into silicon. …
Keysight reported fiscal third-quarter revenue of $1.846 billion, up 36% year over year, while orders rose 56% to $2.91 billion In sum – what to know: AI drives test intensity …
The AI supercycle is turbocharging investment as companies in virtually every sector accelerate their plans. Moving fast is an imperative when the entire market is enthusiastically pursuing its AI futures. …
In 2026, the quantum risk horizon moved — not because of a scientific breakthrough, but because of vendor behavior. Google pulled its post-quantum cryptography migration forward from the early 2030s …
AI workloads are reshaping data centers and cloud networks, driving unprecedented demands on scale, performance, and resiliency. Scale-up, scale-out, and scale-across connectivity models are redefining how GPUs, racks, and data …
