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High-Performance Computing

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Three Ways to Back AI Hardware: Arm, SK Hynix and AMD

Investors weigh Arm’s high-margin licensing against SK Hynix’s capital-heavy HBM production to assess exposure to growing data-center compute needs.

Hyperscale Data Ends Michigan Bitcoin Mining to Host 20 MW AI Tenant

NVIDIA Unveils NVHBM, Embeds Memory Controller in HBM Base Die

Microsoft Unveils Maia 200, an Inference Accelerator Built Around Software-Controlled Dataflow

BTC Digital Completes Georgia 10MW Site and Says Deployment Readiness Is Near

CoreWeave Secures Multibillion‑Dollar Expansion With Hudson River Trading

HIVE Signs Five‑Year $350 Million GPU Cloud Deal to Accelerate AI Pivot

L&T Wins Mega Order to Build 10,000‑GPU NVIDIA B300 AI Factory in Chennai

IBM Signs $240 Million Deal With Together AI to Build Nvidia‑Powered Inference Cluster

Fermi Signs 15‑Year, $6.5 Billion Lease With TensorWave for Project Matador

CME Group to List Regulated GPU Rental Futures on NYMEX

MARA Pledges 18,750 BTC to Secure $600M for Energy and AI Buildout

Quantum Solutions Sells 1,000 ETH to Fund Planned AI Data Center

Google Backs $15 Billion Loan Talks for Anthropic‑Linked Texas AI Campus

NVIDIA Backs Ilya Sutskever’s Secretive Lab With Deep Vera Rubin Compute Tie

Applied Digital Beats Q4 Estimates as Three Hyperscaler Leases Create $20B Backlog

Core Scientific Rebuilds Bitcoin Treasury as It Scales AI-Ready Data Centers

Samsung and Broadcom Sign $200 Billion MOU Tying HBM, 2nm Foundry and Packaging

Celestica Posts Blowout Q2 and Raises 2026 Targets as AI Rack Demand Outpaces Supply

Rigetti, HPE and Pittsburgh Supercomputing Center Launch TangleLab With $5 Million NSF Grant