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Super Micro Computer beats revenue forecast on AI servers demand, shares surge 17%

Super Micro Computer projected fourth-quarter revenue between $11 billion and $12.5 billion, surpassing Wall Street estimates despite missing third-quarter targets. The server maker's shares climbed 17% in extended trading as the company banks on robust demand for artificial intelligence servers and expanding U.S. manufacturing capacity.

Business3 sources

Super Micro Computer beats revenue forecast on AI servers demand, shares surge 17%

Business3 sources

Krutrim abandons AI model ambitions, pivots to cloud services after leadership exodus

Krutrim, India's first GenAI unicorn founded by Bhavish Aggarwal, is shifting from AI model development to cloud services after facing funding constraints and losing key leadership. The company laid off over 200 employees, scrapped its Bodhi 1 chip, and discontinued its Kruti AI assistant. Despite claiming ₹3 billion in revenue, questions remain about its reliance on parent company Ola's ecosystem.

Business2 sources

Krutrim abandons AI model ambitions, pivots to cloud services after leadership exodus

Business2 sources

IREN Acquires Mirantis for $625M to Strengthen AI Cloud Infrastructure Management

AI data center operator IREN announced plans to acquire cloud infrastructure specialist Mirantis in a $625 million all-stock transaction. The deal combines IREN's massive GPU capacity with Mirantis' Kubernetes-based management tools, aiming to streamline AI workload deployment. But industry observers question whether neoclouds can succeed where others have failed.

Business3 sources

IREN Acquires Mirantis for $625M to Strengthen AI Cloud Infrastructure Management

Business3 sources

Astera Labs unveils Scorpio X switch to tackle AI compute cluster networking bottlenecks

Astera Labs introduced Scorpio X, a vendor-agnostic AI fabric switch featuring 320 lanes of PCIe 6.0 connectivity and 5.12 TB/s bandwidth. The chip aims to solve networking bottlenecks in massive AI compute clusters by enabling GPUs to access distributed resources like local memory. Production is expected in the second half of 2026.

Technology2 sources

Astera Labs unveils Scorpio X switch to tackle AI compute cluster networking bottlenecks

Technology2 sources

AMD posts record Q1 results as data center revenue surges 57% on exploding AI chip demand

AMD delivered record first-quarter results with $10.25 billion in revenue, driven by a 57% surge in data center sales to $5.8 billion. The company now forecasts the server CPU market will reach $120 billion by 2030, more than doubling its previous estimate, as agentic AI shifts compute requirements. CEO Lisa Su predicts CPUs may soon match GPUs in importance for AI workloads.

Business15 sources

AMD posts record Q1 results as data center revenue surges 57% on exploding AI chip demand

Business15 sources

Jensen Huang tells graduates AI revolution offers chance to reindustrialize America

Nvidia CEO Jensen Huang delivered a commencement address at Carnegie Mellon University, telling graduates they're entering the workforce at the start of the largest computing platform shift in history. He framed AI as creating an enormous number of jobs rather than eliminating them, and positioned the technology as a once-in-a-generation opportunity to reindustrialize America and restore the nation's capacity to build.

Business10 sources

Jensen Huang tells graduates AI revolution offers chance to reindustrialize America

Business10 sources

OpenAI fast-tracks AI phone with customized chip, aiming for 30 million shipments by 2028

OpenAI is accelerating development of its first smartphone, targeting mass production in early 2027. Supply chain analyst Ming-Chi Kuo reports the AI-focused smartphone will use a customized MediaTek Dimensity 9600 chip with an enhanced image signal processor for visual sensing. The ambitious project aims for 30 million combined shipments by 2028.

Technology14 sources

OpenAI fast-tracks AI phone with customized chip, aiming for 30 million shipments by 2028

Technology14 sources

Silicon Valley bets $140M on floating AI data centers powered by ocean waves

Peter Thiel and Silicon Valley investors are backing Panthalassa's ambitious plan to deploy wave-powered AI data centers in the world's oceans. The startup raised $140 million to build autonomous floating platforms that generate electricity from ocean waves while cooling AI chips with seawater. But the approach faces significant challenges, from satellite latency to maintenance in harsh ocean conditions.

Technology8 sources

Silicon Valley bets $140M on floating AI data centers powered by ocean waves

Technology8 sources

K Wave Media Dumps Bitcoin Treasury Plan, Redirects $485M to AI Infrastructure Buildout

Nasdaq-listed K Wave Media abandons its Bitcoin treasury strategy to pursue an AI pivot, reallocating $485 million toward data centers and GPU compute operations. The company's stock plunged 25% following the announcement, as shareholders prepare to vote on a rebrand to Talivar Technologies in July.

Business2 sources

K Wave Media Dumps Bitcoin Treasury Plan, Redirects $485M to AI Infrastructure Buildout

Business2 sources

Intel hires Qualcomm veteran Alex Katouzian to lead client computing and physical AI expansion

Intel has appointed Alex Katouzian, a 25-year Qualcomm executive, to lead its newly merged Client Computing and Physical AI Group. The leadership appointments signal Intel's strategy to align its traditional PC business with emerging AI-driven systems spanning robotics, autonomous machines, and edge devices under CEO Lip-Bu Tan's restructuring efforts.

Business6 sources

Intel hires Qualcomm veteran Alex Katouzian to lead client computing and physical AI expansion

Business6 sources

Anthropic explores UK startup's AI inference chips promising 100x speed boost at fraction of cost

Anthropic has entered early talks with London-based Fractile about purchasing the startup's novel AI inference chips. The UK startup's SRAM-based architecture promises to run large language models 100 times faster and 10 times cheaper than current solutions by eliminating memory bottlenecks. The move would add a fourth chip supplier alongside Nvidia, Google, and Amazon.

Technology2 sources

Anthropic explores UK startup's AI inference chips promising 100x speed boost at fraction of cost

Technology2 sources

$Anthropic explores UK startup's AI inference chips promising 100x speed boost at fraction of cost$

UK firm plans to build distributed AI data center using 50,000 smart lampposts in Nigeria

Warwickshire-based Conflow Power Group has signed a deal with Nigeria's Katsina State to deploy 50,000 solar-powered iLamp units that double as a distributed AI data center. Each lamppost contains a low-energy Nvidia chip drawing just 15 watts, powered entirely by solar panels. While experts question whether these can replace traditional data centers for demanding AI workloads, the network could serve lighter AI tasks and provide surveillance, traffic enforcement, and public WiFi across the state.

Technology2 sources

UK firm plans to build distributed AI data center using 50,000 smart lampposts in Nigeria

Technology2 sources

Developers ditch ChatGPT for local AI coding agents, saving $20+ monthly with powerful local LLM

As commercial AI providers tighten rate limits and shift to usage-based pricing, developers are turning to local LLM alternatives like Alibaba's Qwen3.6-35B-A3B. Users report successfully running AI coding agents on personal hardware with 12-24GB VRAM, achieving comparable performance to ChatGPT and Claude while saving over $20 per month and maintaining full control over data.

Technology2 sources

Developers ditch ChatGPT for local AI coding agents, saving $20+ monthly with powerful local LLM

Technology2 sources

AI chipmaker Cerebras targets $3.5 billion in IPO backed by massive OpenAI partnership

Cerebras Systems is preparing to sell 28 million shares at $115 to $125 each, targeting a $26.6 billion market cap in what could be 2026's largest tech IPO. The AI chipmaker's wafer-scale chips compete directly with Nvidia, and its $20 billion OpenAI deal anchors investor confidence despite customer concentration risks.

Business11 sources

AI chipmaker Cerebras targets $3.5 billion in IPO backed by massive OpenAI partnership

Business11 sources

AMD Ryzen AI Halo mini PC targets developers in June with 128GB unified memory at half NVIDIA's price

AMD confirmed its first-party Ryzen AI Halo mini PC will launch in June, powered by the Ryzen AI Max+ 395 chip with up to 128GB of unified memory. Designed as an AI developer platform for local AI workloads, the compact system is positioned to compete directly with NVIDIA's DGX Spark at roughly half the cost, expected between $2,000-$3,000 versus NVIDIA's $4,699.

Technology4 sources

AMD Ryzen AI Halo mini PC targets developers in June with 128GB unified memory at half NVIDIA's price

Technology4 sources

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