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NVIDIA
382 posts
Applied Digital (APLD) has a new 50 MW AI deal. But where is the revenue?
Applied Digital's proposed 50-megawatt Texas data centre venture connects renewable power, its majority-owned ChronoScale business and an existing Microsoft computing agreement. However, several commercial agreements remain unfinished, leaving investors to assess how much additional value the project could generate.
Omron’s $675m OnLogic deal tests whether physical AI will move factory computing to the edge
Omron Corporation is paying $675 million for industrial-computing specialist OnLogic, adding rugged edge hardware to an automation portfolio already spanning sensing, control, robotics and machine vision. The valuation is demanding, but the transaction reveals a bigger wager: physical AI may require far more computing power to sit beside machines rather than inside distant cloud data centres.
TCS unveils Industrial Intelligence Foundry targeting 25% productivity gains
Tata Consultancy Services is expanding its industrial AI portfolio with configurable agents, engineering workflows and governance capabilities designed for manufacturing and asset-intensive businesses. The company sees scope for 20% to 25% productivity improvements, but customer adoption, deployment costs and measurable operating results will determine the platform's commercial contribution.
Tech Mahindra Q2 FY27 results: Profit jumps 33% as $1bn deal wins support turnaround
Tech Mahindra reported â‚ą16,180 crore in quarterly revenue, a 14.8% operating margin and its fourth consecutive quarter of more than $1 billion in new deal wins. But declining free cash flow and uneven growth across business segments show that its turnaround still faces an important test as management pursues a 15% margin objective.
AMD’s new Helion AI rack could change data center economics. Why is CPU power back in focus?
Advanced Micro Devices has introduced Helion, an open rack-scale architecture for agentic AI workloads, expanding its infrastructure strategy beyond GPU-intensive artificial intelligence computing.
Navitas Semiconductor unveils new NVIDIA-linked AI technology. Can it reverse its revenue decline?
Navitas Semiconductor has developed a new 800-volt power delivery board in collaboration with NVIDIA, advancing its AI data-center ambitions as investors assess the company's financial turnaround.
IonQ stock sinks 9% as $1.3bn Elisity deal tests quantum security strategy
IonQ's proposed acquisition of Elisity could expand its enterprise cybersecurity business, but the all-stock transaction raises questions about valuation, integration and shareholder dilution.
Polar Semiconductor and imec target 8-inch GaN production for AI data centers and US power chips
Polar Semiconductor's licensing partnership with imec brings 40V to 650V gallium nitride technology to its Minnesota foundry, targeting AI data centers, automotive power electronics and defense applications as the United States expands domestic semiconductor manufacturing.
Microsoft and Nvidia push AI agents onto laptops as cloud economics face a new test
Microsoft and Nvidia are positioning the Surface Laptop Ultra and RTX Spark architecture around powerful local artificial intelligence agents, potentially shifting selected AI workloads from hyperscale data centres onto customer-owned PCs.
TSMC Q3 revenue reaches record NT$1.49tn ahead of 2nm production ramp
Monthly disclosures imply another record quarter for Taiwan Semiconductor Manufacturing Company as artificial-intelligence demand drives leading-edge capacity, although the October 15 results will determine how much of that growth reached margins and profit.