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Amazon’s $1bn community fund exposes the new bottleneck in America’s AI data-centre boom
Amazon Web Services is committing more than $1 billion to communities hosting its U.S. data centres as public resistance to AI infrastructure intensifies. The programme suggests that after chips, electricity and financing, community consent is becoming another scarce input in America’s data-centre race.
ConnX pushes MaestroIQ onto Intel edge chips as industrial AI moves closer to machines
ConnX is pairing MaestroIQ with Intel Core Ultra Series 3 processors to process operational data closer to vehicles, factories and infrastructure, with joint proof-of-value demonstrations expected within 90 days.
Can Tencent rent 100,000 AI chips abroad while US controls block China sales?
Tencent has reportedly secured five years of access to about 100,000 advanced AI chips through Oracle data centres in Southeast Asia for roughly $7 billion, shifting the US-China semiconductor contest from physical chip shipments toward the more complicated question of who can remotely use advanced computing installed outside China.
Supabase secures $150m and buys Turso as AI agents trigger database explosion
Supabase has secured another $150 million only four months after its $500 million Series F and is acquiring Turso, betting that AI agents will require millions of cheap, isolated databases alongside conventional Postgres infrastructure.
TXO acquires Wesbell Communications to deepen North American telecom infrastructure reach
TXO has acquired Canada-based Wesbell Communications for an undisclosed sum, adding engineering, managed services, asset recovery and processing capacity as the TowerBrook-backed group accelerates consolidation across telecom infrastructure lifecycle services.
Supio wants AI to call insurers and chase medical records. Is legal automation entering a new phase?
Supio’s Case Communications connects calls, texts, emails and faxes directly to legal case context, extending its AI agents beyond document analysis into external case coordination and raising the stakes around oversight, security and professional accountability.
TruTrade automates trade execution and position management for retail traders
TruTrade is extending its retail trading technology from automated execution into ongoing position management, pushing more of the trading workflow into software while making transparency, risk controls and live-market reliability increasingly important.
onsemi rewrites Synaptics deal to $5.7bn cash bid after rival proposal
The amended agreement removes stock consideration, gives Synaptics investors $123 per share and adds committed debt financing while preserving a mid-2027 closing target.
Micron Q4 revenue reaches $54.2bn as AI memory gross margin hits 86.8%
Micron ended fiscal 2026 with extraordinary revenue, margins and cash generation as AI-driven memory shortages transformed a historically cyclical semiconductor business.
AI uses cutting-edge GPUs, so why is NXP investing in 40nm to 130nm chips on 300mm wafers?
VisionPower Semiconductor Manufacturing Company’s new Singapore fab will produce 40nm to 130nm specialty chips on 300mm wafers rather than leading-edge processors. The investment highlights a less-publicised semiconductor transition in which mature-node analog, power-management and mixed-signal devices are adopting larger wafers to improve cost, capacity and supply resilience.