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Super Micro Computer stock surges 14% on analyst upgrade and new AI infrastructure blueprint

Super Micro Computer shares soared over 14% following a GF Securities upgrade from Hold to Buy with a $48 price target. The rally gained momentum as the company unveiled its Data Center Building Block Solutions Blueprint featuring NVIDIA Vera Rubin NVL4 platform at ISC 2026, showcasing liquid-cooled racks with up to 1,152 NVIDIA Rubin GPUs.

Business2 sources

Super Micro Computer stock surges 14% on analyst upgrade and new AI infrastructure blueprint

Business2 sources

Samsung unveils UFS 5.0 storage with 10.8GB/s speeds to accelerate on-device AI workloads

Samsung has announced its Universal Flash Storage 5.0 chips, delivering unprecedented 10.8GB/s read speeds and 9.5GB/s write speeds—more than double UFS 4.1 performance. The storage solution is designed to accelerate on-device AI applications while improving power efficiency by 40% and reducing chip size by 16.7%. Mass production begins in Q4 2026.

Technology10 sources

Samsung unveils UFS 5.0 storage with 10.8GB/s speeds to accelerate on-device AI workloads

Technology10 sources

Nvidia, PNNL and Fervo Energy build AI digital twin to unlock geothermal power 10,000 feet deep

Pacific Northwest National Laboratory, Nvidia, and Fervo Energy are developing EGS-Twin, a publicly available digital twin platform that uses AI to model geothermal reservoirs up to 10,000 feet underground. The platform aims to provide real-time insights into subsurface behavior, helping operators optimize power generation and scale clean energy production by 2029.

Technology2 sources

Nvidia, PNNL and Fervo Energy build AI digital twin to unlock geothermal power 10,000 feet deep

Technology2 sources

SpaceX signs $6.3 billion compute deal with Reflection AI through 2029

SpaceX has secured a major compute deal with open-source AI startup Reflection AI, worth up to $6.3 billion through 2029. The agreement grants Reflection access to Nvidia's latest GB300 AI chips at SpaceX's Colossus 2 data center in Memphis, Tennessee. This partnership highlights SpaceX's transformation into a data center powerhouse while reinforcing the growing momentum behind open-source AI models.

Technology7 sources

SpaceX signs $6.3 billion compute deal with Reflection AI through 2029

Technology7 sources

Europe Unveils 35 NVIDIA AI Supercomputers Across 23 Countries With 800 Exaflops of Power

Europe is building 35 NVIDIA AI supercomputers spanning 23 countries, marking the continent's largest one-year expansion of AI infrastructure. The systems deliver 800 exaflops of AI compute power and will support over 3 million researchers working on climate science, healthcare, clean energy, and quantum computing breakthroughs.

Technology2 sources

Europe Unveils 35 NVIDIA AI Supercomputers Across 23 Countries With 800 Exaflops of Power

Technology2 sources

NVIDIA launches Halos for Robotics as first full-stack safety system for physical AI deployment

NVIDIA has introduced Halos for Robotics, the industry's first comprehensive safety platform for autonomous robots and physical AI systems. The full-stack solution combines hardware, software, and certification tools to enable safe human-robot interaction in factories and warehouses. Agility Robotics becomes the first company to integrate the system into its Digit humanoid, already deployed by Amazon and Toyota.

Technology4 sources

NVIDIA launches Halos for Robotics as first full-stack safety system for physical AI deployment

Technology4 sources

Chevron Microsoft deal brings natural gas power to massive Texas AI data center

Chevron has signed a 20-year power supply deal with Microsoft to fuel a West Texas AI data center with natural gas. Project Kilby will deliver 2.67 gigawatts by 2028, marking a sharp turn from Microsoft's renewable energy commitments. The multi-billion-dollar facility will operate off-grid in the Permian Basin, tapping into abundant local gas supplies while raising questions about Big Tech's fossil fuel dependencies.

Business3 sources

Chevron Microsoft deal brings natural gas power to massive Texas AI data center

Business3 sources

Upscale AI raises $190 million to build networking infrastructure for the AI era, hits $2B valuation

Upscale AI closed a $190 million Series A-1 round led by Premji Invest, bringing total funding to $500 million and valuation to $2 billion in under 18 months. The startup is building open-standard networking fabric to connect AI chips from different manufacturers, challenging Nvidia's dominance in AI data center switches as spending approaches $100 billion annually by 2030.

Startups2 sources

Upscale AI raises $190 million to build networking infrastructure for the AI era, hits $2B valuation

Startups2 sources

SK hynix files for $29 billion Nasdaq listing to fund AI memory fabs and advanced packaging plants

SK hynix is raising up to $29 billion through a Nasdaq listing on July 10, channeling all proceeds into advanced AI memory fabrication facilities and EUV equipment. The move comes as the company overtakes Samsung to become South Korea's most valuable listed company, riding the wave of surging demand for high-bandwidth memory chips used in AI systems.

Business14 sources

SK hynix files for $29 billion Nasdaq listing to fund AI memory fabs and advanced packaging plants

Business14 sources

SanDisk proposes stacking HBF NAND beneath GPUs to tackle memory bottlenecks in AI systems

SanDisk has unveiled High-Bandwidth Flash (HBF), a memory architecture that stacks NAND flash directly beneath AI processors using advanced packaging. The technology could deliver up to 4 TB of storage capacity per stack, addressing HBM shortages and capacity constraints. While still in the patent stage, HBF represents a shift toward tiered memory solutions for AI workloads.

Technology2 sources

SanDisk proposes stacking HBF NAND beneath GPUs to tackle memory bottlenecks in AI systems

Technology2 sources

Nvidia RTX Spark redefines AI PC as on-device powerhouse challenging Apple and Qualcomm

Nvidia unveiled RTX Spark at Computex 2026, an ARM-based superchip combining a 20-core Grace CPU with Blackwell RTX GPU and up to 128GB unified memory. Built with Microsoft for Surface hardware, it positions itself as an on-device AI powerhouse for creators and gamers, directly challenging Apple Silicon and Qualcomm's Snapdragon in the premium laptop market.

Technology2 sources

Nvidia RTX Spark redefines AI PC as on-device powerhouse challenging Apple and Qualcomm

Technology2 sources

Reliance Industries bets big on AI infrastructure as Jio files India's largest IPO

Reliance Industries is transforming into Reliance 3.0 with a major push into artificial intelligence, filing for India's largest IPO through Jio Platforms. The company is building sovereign AI capabilities in Jamnagar with computing power equivalent to over 200,000 H100 GPUs, while expanding data centers and digital infrastructure to create a full-stack AI ecosystem for India.

Technology10 sources

Reliance Industries bets big on AI infrastructure as Jio files India's largest IPO

Technology10 sources

Intel hires former SK hynix chief Seok-Hee Lee to lead advanced packaging push for AI chips

Intel has appointed Seok-Hee Lee, former CEO of SK hynix and SK On, as executive vice president of Intel Foundry to oversee advanced packaging, system integration, and back-end technology development. The hire comes as Intel splits advanced packaging into a dedicated business unit, aiming to capture billions in revenue from hyperscaler customers building next-generation AI systems.

Business3 sources

Intel hires former SK hynix chief Seok-Hee Lee to lead advanced packaging push for AI chips

Business3 sources

Conservative organization plans nationwide protest against AI data centers on July 18

Humans First, a conservative organization, is organizing a nationwide protest against AI data centers on July 18, with rallies planned in at least 13 locations across five states. The group, led by Tea Party veteran Amy Kremer, claims grassroots conservatives are being ignored by Washington elites supporting big tech expansion.

Policy2 sources

Conservative organization plans nationwide protest against AI data centers on July 18

Policy2 sources

Meta signs AI computing deals with Crusoe for 1.6 gigawatts across Texas and Missouri sites

Meta has secured new agreements with data center developer Crusoe to obtain AI computing power at two facilities in Childress, Texas, and Warrenton, Missouri. The deals will provide roughly 1.6 gigawatts of capacity combined, underscoring how AI ambition is now measured in electricity rather than chips as tech giants race to lock in power for their AI infrastructure.

Business4 sources

Meta signs AI computing deals with Crusoe for 1.6 gigawatts across Texas and Missouri sites

Business4 sources

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