Browsing Tag
NVIDIA
337 posts
Cisco adds Supermicro compute as AI Factory targets rack-scale Rubin era
Cisco is adding Supermicro liquid-cooled compute to its NVIDIA-powered Secure AI Factory, pushing deeper into rack-scale infrastructure just as hyperscaler AI orders reach $9.3 billion and lower-margin AI hardware becomes more important to its revenue mix.
Micron puts $10bn behind memory research as quarterly revenue reaches $41.5bn
Micron Technology is committing $10 billion over a decade to a new research institution in Boise focused on future memory, compute architectures, packaging and semiconductor manufacturing, even as current AI demand is already producing extraordinary financial returns.
CoreWeave has $104bn of AI backlog, but 79% sits beyond the next two years
CoreWeave’s backlog is 8.1 times its 2026 revenue guidance midpoint, but converting it requires up to US$39bn of capex and sustained capacity execution.
FORT Robotics targets Nasdaq in $556.6m deal as physical AI safety scales
FORT Robotics has agreed to combine with Newbury Street II Acquisition Corp. at a $556.6 million enterprise value, seeking capital to expand the safety, observability and cybersecurity layer around autonomous machines.
Hudson River Trading picks CoreWeave for next-gen AI trading research platform
CoreWeave signs multi-billion-dollar AI cloud deal with Hudson River Trading, its third marquee quant win of 2026 after Jane Street and IMC contracts.
FORT Robotics $556.6m SPAC deal puts physical AI safety economics under scrutiny
FORT Robotics targets a $556.6 million valuation and Nasdaq listing as 62% revenue growth tests whether physical AI safety can justify a 48x sales multiple.
Marvell hands Google $12.2bn warrant to close hyperscaler custom silicon sweep
Marvell's $12.2bn Google warrant vests only against $120bn in cumulative custom silicon revenue, six times its current data centre run rate through fiscal 2033.
AEP’s $4.2bn Ohio AI grid build equals 13% of its entire five-year transmission plan
The $4.2 billion PORTS-Pike transmission programme equals about 13% of American Electric Power Company’s planned five-year transmission spending. At 8 GW of AI capacity, the infrastructure works out to roughly $525 per kilowatt.
Can Trane and Eaton’s joint design outrun Vertiv’s single-vendor AI infrastructure play?
Trane Technologies and Eaton have aligned an AI data centre design with NVIDIA DSX, promising 30% installation savings. Can it out-compete Vertiv's stack?
TSMC Arizona Semiconductor Manufacturing Project: Phoenix chip fabs expand into $265bn AI-era cluster
The TSMC Arizona Semiconductor Manufacturing Project is a Phoenix-based advanced chipmaking cluster operated by TSMC Arizona Corporation, with N4 production already underway, N3 targeted for 2027 and planned investment now rising to $265bn.