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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

Dell Technologies stock surges as PowerEdge XE8812 AI server promises 50% more memory for workloads

Dell Technologies unveiled the PowerEdge XE8812 at ISC in Hamburg, a next-generation AI server built on NVIDIA's Vera Rubin NVL4 architecture that scales to 144 GPUs per rack. The stock rallied 4.7% as the announcement showcased Dell's continued partnership with NVIDIA at the frontier of high-performance computing. The system offers 50% more memory per socket and GPU than previous generations, targeting enterprise AI infrastructure expansion.

Technology2 sources

Dell Technologies stock surges as PowerEdge XE8812 AI server promises 50% more memory for workloads

Technology2 sources

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

Groq raises $650M to rebuild AI inference cloud after Nvidia's $20B licensing deal stripped key talent

AI chipmaker Groq confirmed a $650 million funding round led by Disruptive and Infinitum, six months after Nvidia licensed its chip technology for $20 billion and hired away founder Jonathan Ross. The company is pivoting to its neocloud business, operating 13 data centers serving over five million developers and processing trillions of tokens weekly, while planning to quadruple capacity to 200 megawatts by 2027.

Startups3 sources

Groq raises $650M to rebuild AI inference cloud after Nvidia's $20B licensing deal stripped key talent

Startups3 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

Micron invests in Anthropic and signs multi-year deal to power next-generation AI infrastructure

Micron Technology has invested in Anthropic's Series H funding round and signed a multi-year supply agreement to provide memory and storage products for AI workloads. The partnership deepens collaboration on next-generation AI infrastructure design while Micron expands its deployment of Claude AI across engineering and manufacturing operations.

Business2 sources

Micron invests in Anthropic and signs multi-year deal to power next-generation AI infrastructure

Business2 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

NVIDIA Vera CPU Powers New Los Alamos Supercomputers for Agentic AI and Scientific Discovery

NVIDIA unveiled its Vera CPU and Vera Rubin platform to power next-generation supercomputers at Los Alamos National Laboratory. The Mission, Vision, and Veritas systems will accelerate agentic AI for science, delivering 7x higher performance on AI workloads and 3x faster simulation speeds. The deployment marks a shift toward AI agents that can autonomously form hypotheses, run simulations, and refine experiments.

Technology2 sources

NVIDIA Vera CPU Powers New Los Alamos Supercomputers for Agentic AI and Scientific Discovery

Technology2 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

Credo Technology stock surges 89% as AI connectivity firm eyes $10 billion optical market

Credo Technology has nearly doubled in 2026 as the company transitions from a copper-based AI-connectivity provider to a dual copper-and-optical AI connectivity platform. Evercore ISI initiated coverage with a $325 price target, citing the firm's expansion into optical solutions and a total addressable market that could reach $10 billion—20 times larger than its current market.

Business2 sources

Credo Technology stock surges 89% as AI connectivity firm eyes $10 billion optical market

Business2 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

AI infrastructure boom creates urgent demand for electricians, welders as skilled trades shortage deepens

While fears of AI eliminating jobs dominate headlines, a different crisis emerges: America lacks the electricians, welders, and plumbers needed to build AI infrastructure. The five largest U.S. cloud providers committed $660 billion in 2026 for data centers, requiring 1.2 million person-years of skilled labor. Meta's new $115 million America's Workforce Academy aims to train workers with job guarantees, but experts warn the shortage poses a strategic vulnerability in the AI race against China.

Business2 sources

AI infrastructure boom creates urgent demand for electricians, welders as skilled trades shortage deepens

Business2 sources

Google deploys billions to turn TPU chips into serious challenge against Nvidia's AI dominance

Google is transforming its in-house tensor processing units into a direct competitor to Nvidia's market-leading position. With a $3.2 billion financial guarantee for the Lake Mariner data center and plans to raise $85 billion for AI infrastructure, Google is backing its TPU chips with serious capital. The move signals a shift from internal use to aggressive external competition in the booming AI hardware market.

Business3 sources

Google deploys billions to turn TPU chips into serious challenge against Nvidia's AI dominance

Business3 sources

Indonesia embeds AI in Prabowo's $15bn free-meal program to reach 83 million people

Indonesia plans to integrate artificial intelligence into President Prabowo Subianto's flagship $15 billion free-meal program, which aims to feed 83 million children and pregnant women. A presidential regulation draft reveals AI will monitor kitchens, predict food demand, and detect irregularities as Jakarta targets 12% GDP growth by 2030.

Policy2 sources

Indonesia embeds AI in Prabowo's $15bn free-meal program to reach 83 million people

Policy2 sources

Nvidia liquid cooling system slashes data center water use, but AI's broader water problem persists

Nvidia unveiled a warm liquid cooling system that eliminates nearly all water consumption inside AI data centers by operating at 45°C. The closed-loop technology addresses facility-level usage but doesn't solve water demands from electricity generation and chip manufacturing, which can double or triple total AI water footprint.

Technology15 sources

Nvidia liquid cooling system slashes data center water use, but AI's broader water problem persists

Technology15 sources

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