Topic
Chips, data centers, AI hardware, and putting compute in new places.
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SolarEdge showed its medium voltage to 800 VDC power system for AI data centers at the OCP Global Summit with NVIDIA. It's running under load in their labs, but it's not shipping yet.
IonQ says it entangled a trapped ion qubit with a diamond quantum memory more than 1,000 times per second, four times the old record for trapped ions. Fast links like this are how separate quantum computers could one day work as one big machine.
On Oct. 8, QuantumScape unveiled the QS PowerBlock, a solid-state battery design for in-rack backup power in AI data centers. The company claims 4x the power density and 5x the runtime of an industry spec, and will show it at the OCP Global Summit Oct. 12 to 15.
On Oct. 8, GlobalFoundries announced a five-year, $2 billion deal to make silicon interposers for TSMC's CoWoS packaging at its Malta, N.Y. fab. It would be the first U.S. source of the part that links AI processors to their memory, with volume production ramping in the first half of 2028.
Upscale, a $2 billion networking startup, launched Token Fabric on Oct. 8: its own 115.2 Tbps scale-up switch chip, Nvidia Spectrum-X systems for scale-out, and one software layer over both. First pieces ship in Q4, with general availability in early 2027.
On Oct. 5 Hyderabad's AM Intelligence said two new binding orders for 20,000 Rubin GPUs take its Vera Rubin NVL72 buildout to about 29,000 GPUs and nearly 100 MW across India and Malaysia.
On Oct. 1, 2026 the three signed a memo for a behind the meter AI project at JERA's Chiba Thermal Power Station. Up to 400 MW. Capital expected above $15 billion. Operations targeted around 2028. Not built yet.
On Sept. 30 Firefly said Starcloud's SC-1L processor will fly on Elytra around the Moon. The mission is no earlier than 2028, on Firefly's third lunar flight.
Project Suncatcher's first test satellite, MVP, carries four Google TPUs and rides SpaceX's Transporter-18 rideshare from Vandenberg. It will run Gemini in 15-minute bursts.
$11.6 billion over seven years, up to ~$20B with warrants, $5.5B of Akamai capex, and revenue that does not even start until 2H 2027.
HUMAIN and DataVolt started construction on a 100 MW slice of a 360 MW first phase at Oxagon — a planned 1.5 GW AI data center campus aimed at exporting compute.