The Energy & Sustainability Supplement
A sustainable future for data centers
News - IT Hardware & Semiconductors
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
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SpaceXAI launching two additional data center campuses in Mississippi to further expand Colossus 2
Sites, dubbed Gun Range and Spam, will both be operational by end of the year, Musk claimed
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OpenAI CEO Sam Altman meets with Samsung execs as memory chip shortage deepens
Follows comments made by Altman on a podcast about underutilization of DRAM in desktop computers
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FuriosaAI raises $620m at a post-money valuation of approximately $2.9bn
South Korean chip startup said funds will help accelerate development of its third-generation AI inference chip
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SpiNNcloud rebrands to Sparxity, announces cluster deployment at Jülich center in Germany
Company said rebrand reflects its vision to “only compute what matters”
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Intel says Israel fab explosion will cost company $600m in losses, as Q3 ‘26 revenue hits $16.5bn
Intel Foundry operating losses down QoQ, with chipmaker claiming 14A customer announcements are coming soon
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Lightmatter's lead ASIC engineer Clifford Chao joins OpenAI as silicon lead
Also worked at Google on TPUs
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NTT expands AI data center footprint with Paris and Singapore deployments
Brings company’s AI factory total to four sites across North America, Europe, Asia-Pacific, and the Middle East
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Akamai launches AI inference service
Company adds new GPUs to cloud fleet, targets next year for Vera Rubin hardware
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Cerebras chips have shorter lifespans than statements suggest, short-seller report claims
Culper research claims the lifespan “undermines the entire business”
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Blockchain and crypto firm Blockmate Ventures enters neocloud market with purchase of Nvidia B200 cluster
Company has partnered with Scannit for the venture, with the latter to host the hardware in an undisclosed data center
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Neocloud General Compute raises $100m in Series A funding round
Round provides startup with post-money valuation of $800m
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Nvidia Vera Rubin and Vera CPUs now generally available on Oracle
And other AI hardware deployments soon to arrive
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Broadcom organizes $63bn deal with Bank of America, Blackstone, Citigroup, and Morgan Stanley to fund Anthropic chip purchases
Project North Star will finance the purchase of Broadcom-developed Google TPUs
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Nvidia to invest $3bn in Meta’s $97.5bn equity offering, as social media giant plans to deploy more Nvidia hardware
Agreement centers around Meta’s Muse AI agents
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Cadence unveils Nvidia-powered AI data center in Munich, Germany
Facility will support electronic design automation (EDA), simulation, and offer sovereign AI cloud services
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Theft of AI equipment hits $150m in 2026, with fraud responsible for 92% of incidents – report
Reports of stolen data center equipment up 34 percent since 2024, cargo risk management firm Overhaul said
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Generative Bionics plans AI data center and humanoid robotics factory in Italy
Could form first part of physical AI factory network
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Banned Nvidia GPUs spotted powering telecom, cloud workloads in China: report
B300s and RTX gaming cards uncovered via exposed endpoints
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Daedalus supercomputer inaugurated in Greece
85 petaflops system features Nvidia H200s, housed in a repurposed building
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Kao Data to host CommonAI's AI Scaling Inference Lab at Harlow data center
Lab to host Nvidia and AMD hardware
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HPE to send Spaceborne Computer-4 to the Moon
Compute module to be placed on Astrolab rover
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Vertical Semiconductor awarded $73m in CHIPS Act funding to support vGaN transistor development
The agreement will see the Department of Commerce take a minority stake in the company
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Telefónica and IQM will install Madrid's first quantum computer
The project expands the collaboration between Telefónica and IQM, which have already supplied two quantum computers to the Galicia Supercomputing Center (CESGA)
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US Department of Commerce commits up to $389m in R&D funding to power semiconductors for fusion and advanced computing
Google-backed CFS and Microsoft-backed Helion to receive R&D funding
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Supermicro launches 100% liquid cooled Nvidia Vera CPU rack
Rack scale solution can be deployed alone or alongside Nvidia Vera Rubin NVL72
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SK Hynix puts the kibosh on Solidigm IPO plans
Volatile market blamed for pause in public offering plans after months of investor qualms
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HPE expands Private Cloud AI solution to support mixed Nvidia hardware clusters, launches Vera CPU rack
Expanding support for agentic AI
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Dell unveils Nvidia Vera CPU offerings, launches its first Groq 3 LPU rack-scale inference solution
All have been purpose-built for agentic AI, Dell said