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UBS raises AMD and Arm price targets as CPU demand for agentic AI systems takes off

UBS has significantly raised its price targets for AMD and Arm Holdings, citing accelerating demand for CPUs in agentic AI infrastructure. AMD's target jumped to $670 from $470, while Arm's climbed to $455-$470, reflecting the chipmakers' strategic positioning as AI providers shift toward standalone CPU deployments alongside traditional GPUs.

Business3 sources

UBS raises AMD and Arm price targets as CPU demand for agentic AI systems takes off

Business3 sources

Qualcomm enters data center race with Dragonfly chips, signs Meta and Microsoft as partners

Qualcomm unveiled its comprehensive Dragonfly platform for data centers at its investor day, marking a major expansion beyond smartphones. The chipmaker secured Meta and Microsoft as early customers and announced a $3.9 billion acquisition of AI software startup Modular. With the Dragonfly C1000 CPU arriving in 2028, Qualcomm faces intense competition from Nvidia in the AI infrastructure market.

Technology20 sources

Qualcomm enters data center race with Dragonfly chips, signs Meta and Microsoft as partners

Technology20 sources

CoreWeave expands AI cloud capacity in Stockholm through Conapto partnership with renewable energy

CoreWeave has entered a co-location agreement with Conapto to expand its data center capacity in Stockholm, marking its eighth European site. The deployment at Stockholm 4 South is already operational, powered entirely by renewable energy sources and equipped with NVIDIA's latest Blackwell Architecture to support growing demand for AI workloads across the continent.

Technology3 sources

CoreWeave expands AI cloud capacity in Stockholm through Conapto partnership with renewable energy

Technology3 sources

Memory Prices Skyrocket as AI Data Centers Consume Silicon Supply, Leaving Consumers Behind

Memory prices for hard drives, RAM, and SD cards have surged dramatically over the past six months as AI data centers consume massive amounts of silicon wafers. The Samsung 990 Evo Plus SSD, which sold for $140 a year ago, now hovers above $600, with Prime Day deals offering temporary relief at $370. Consumers face the financial burden of AI infrastructure demand.

Technology2 sources

Memory Prices Skyrocket as AI Data Centers Consume Silicon Supply, Leaving Consumers Behind

Technology2 sources

BlackBerry's AI shift earns buy rating from Stifel as stock surges 133% in 2026

BlackBerry has transformed from a mobile phone maker into a mission-critical software provider for AI-linked applications, according to Stifel. The investment firm initiated coverage with a buy rating and $12 price target, representing 36% upside. Shares have already surged 133% year-to-date as the company's QNX Software Platform becomes essential infrastructure for automotive, robotics, and medical devices.

Business2 sources

BlackBerry's AI shift earns buy rating from Stifel as stock surges 133% in 2026

Business2 sources

OpenAI and Broadcom unveil Jalapeño chip to power next-generation AI inference at scale

OpenAI and Broadcom have announced Jalapeño, a custom AI processor designed specifically for large language model inference in data centers. The chip promises better performance per watt than current options and marks OpenAI's push toward vertical integration. With deployment planned by year-end, this move signals OpenAI's strategy to reduce dependence on Nvidia while controlling its entire AI infrastructure stack.

Technology32 sources

OpenAI and Broadcom unveil Jalapeño chip to power next-generation AI inference at scale

Technology32 sources

AI's voracious appetite for energy threatens climate goals as data centers consume record power

A new United Nations report reveals AI's environmental impact extends far beyond carbon emissions. Data centers consumed 448 terawatt-hours globally in 2025 and could require 2.5 trillion gallons of water by 2030. Experts warn that AI energy consumption is undermining decarbonization efforts, with ChatGPT alone processing 2.5 billion queries daily.

Science6 sources

AI's voracious appetite for energy threatens climate goals as data centers consume record power

Science6 sources

Hyperscale Data stock surges 20% after securing $1.2 billion AI data center deal

Hyperscale Data stock jumped 20% in premarket trading after announcing its first Master Services Agreement with a California-based neocloud provider. The deal covers 20 megawatts of AI compute capacity at its Michigan data center, expected to generate over $1.2 billion in revenue, with potential expansion that could push total contract value beyond $3.0 billion.

Business2 sources

Hyperscale Data stock surges 20% after securing $1.2 billion AI data center deal

Business2 sources

VIAVI Solutions debuts Ultra Ethernet Transport validation for AI data center networks

VIAVI Solutions has launched the industry's first Ultra Ethernet Transport validation solution for AI networks, offering GPU-free testing capabilities for hyperscalers and cloud providers. The new VIAVI TestCenter offering validates AI back-end networks using the Ultra Ethernet Consortium's stack, addressing the challenge of scaling AI clusters to millions of endpoints without relying on physical GPUs.

Technology2 sources

VIAVI Solutions debuts Ultra Ethernet Transport validation for AI data center networks

Technology2 sources

China's LineShine supercomputer claims TOP500 crown with domestically designed chips

China's LineShine supercomputer has seized first place on the TOP500 list, achieving 2.198 ExaFLOPS using only CPUs and domestically designed chips. Built at the National Supercomputing Centre in Shenzhen, it dethroned US El Capitan but ranked fourth on AI-specific benchmarks. Experts say the achievement highlights China's push for self-sufficiency in computing rather than dominance in AI workloads.

Technology7 sources

China's LineShine supercomputer claims TOP500 crown with domestically designed chips

Technology7 sources

40 City Mayors Unite to Regulate Rapid Expansion of AI Data Centres Straining Power and Water

Mayors from 40 cities including London, Phoenix and Melbourne have signed the Global Urban Data Centres Pact to curb the environmental and infrastructural strain from AI data centres. The initiative addresses surging electricity demand, water consumption and land use conflicts as data centres threaten to overwhelm urban resources and communities.

Policy2 sources

40 City Mayors Unite to Regulate Rapid Expansion of AI Data Centres Straining Power and Water

Policy2 sources

UN launches transparency initiative demanding AI firms reveal full environmental impact by 2030

UN Secretary-General António Guterres launched the AI Environmental Transparency Initiative at London Climate Action Week, calling on AI companies to publicly disclose their carbon emissions, water and land use. By 2030, data centers could consume more power than all but five countries and enough water to meet the basic needs of 1.3 billion sub-Saharan Africans for a year.

Policy16 sources

UN launches transparency initiative demanding AI firms reveal full environmental impact by 2030

Policy16 sources

SoftBank's Masayoshi Son rejects Elon Musk's orbital data centers as AI race heats up on Earth

SoftBank CEO Masayoshi Son dismissed Elon Musk's vision for orbital data centers, arguing that the costs of launching and maintaining space-based infrastructure far outweigh electricity savings. With SoftBank committing $65 billion to OpenAI and the Stargate project, Son insists the AI race will be decided on Earth in the next few years, not in orbit a decade from now.

Business4 sources

SoftBank's Masayoshi Son rejects Elon Musk's orbital data centers as AI race heats up on Earth

Business4 sources

Samsung HBM4 sales cross $1 billion within four months as AI chip demand accelerates

Samsung Electronics achieved over $1 billion in HBM4 sales just four months after launching mass production in February, becoming the first company globally to ship sixth-generation high bandwidth memory chips. The rapid revenue growth signals accelerating demand for next-generation hardware tailored for AI applications, particularly for platforms like Nvidia's Vera Rubin that power generative AI workloads.

Technology2 sources

Samsung HBM4 sales cross $1 billion within four months as AI chip demand accelerates

Technology2 sources

Qualcomm acquires AI chip startup Modular for $4 billion to challenge Nvidia's dominance

Qualcomm announced a $4 billion all-stock acquisition of AI infrastructure startup Modular, gaining software that runs AI models across different chips without custom coding. The deal positions Qualcomm to challenge Nvidia's CUDA platform while expanding its presence in the booming data center market as it reduces reliance on smartphone chips.

Startups9 sources

Qualcomm acquires AI chip startup Modular for $4 billion to challenge Nvidia's dominance

Startups9 sources

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