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High-Performance Computing

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HIVE’s BUZZ HPC Signs Five-Year $350M GPU Cloud Contract

It boosts contracted GPU revenue visibility with a Q4 2026 go-live target for a 2,016-GPU Blackwell cluster at Bell AI Fabric’s Merritt site.

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

Hut 8 Commercializes Beacon Point With Second $9.8 Billion Lease

AMD Repriced Higher as Analysts Lift Targets and Commercial AI Deals Firm Up

Samsung Prepares to Produce Tesla’s AI5 on 2nm at Taylor, Texas Fab

Marathon Digital to Buy 1,200‑Acre Powered Texas Site for AI and Mining Campus

Galaxy Digital Starts Revenue at Helios After Delivering Phase I AI Power to CoreWeave

Meituan Open‑Sources LongCat‑2.0, a 1.6T Model Designed for 1M‑Token Contexts

Cerebras Posts Big Revenue Beat but Warns Margins Will Shrink