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Recent news

• Jul 19, 2026

  Taiwan Chipmaker TSMC Pledges Another $100B to Expand U.S. Chipmaking

  TSMC has announced plans to spend another $100 billion expanding its manufacturing capacity in the United States.

  • The company said the new commitment would bring its total pledged investment in U.S. chipmaking to $265 billion and likely fund four additional fabrication plants in Arizona focused on 2-nanometer and below chips.
  • TSMC also said it raised its 2026 capital expenditure budget to $60 billion-$64 billion from $52 billion-$56 billion and lifted its annual revenue growth forecast to slightly above 40%; the article also notes earlier U.S. commitments of $165 billion and a prior Taiwan-U.S. trade agreement tied to roughly $250 billion in new Taiwanese tech investments in the United States.
• Jul 15, 2026

  🤖 La Machine #85: RAISE Summit and AI’s Megawatt Moment

  The article is a recap and commentary on the 3rd edition of RAISE Summit in Paris, highlighting a shift in AI discussion toward infrastructure, power, chips, data centers, and networks.

  • 9,000 people attended the summit at the Carrousel du Louvre on July 8 and 9; President Emmanuel Macron opened with a video address arguing Europe needs its own AI infrastructure.
  • The piece frames the event as a buildout and megawatts moment, with agenda topics including energy, chips, data centers, networking, storage, inference, and security.
  • It also quotes Grant Lee, CEO of Gamma: “AI is the steel of our generation,” and notes the crowd was focused on whether enough infrastructure can be built to keep up with AI demand.
• Jul 15, 2026

  Quantum Meets the Data Center: Hybrid Systems Take Off

  The article explains a shift in quantum computing toward hybrid quantum-classical infrastructure and cites policy support, vendor roadmaps, and conference remarks rather than a single standalone company announcement.

  • The U.S. Department of Commerce announced more than $2 billion in incentives in May 2026 to accelerate quantum commercialization, including quantum manufacturing and utility-scale, fault-tolerant systems; the White House followed with a June 2026 Executive Order on the Next Frontier of Quantum Innovation.
  • The piece also cites vendor and industry developments: IBM outlined quantum-centric supercomputing in March 2026; Nvidia launched NVQLink at GTC 2026; HPE said in June 2026 it is working with multiple partners on hybrid quantum configurations; and AMD said it is working with OQC and JPMorgan Chase on quantum, AI, and HPC workloads.
• Jul 14, 2026

  FBI considers deploying AI LLM supercomputers with Nvidia B300 GPUs or Google TPUs

  The Federal Bureau of Investigation (FBI) is considering acquiring AI supercomputer hardware through a request for information (RFI).

  • The FBI said it seeks information on AI computing products for LLM training, inference, advanced analytics, computer vision, and other secure government workloads.
  • The RFI outlines four hardware categories, including rack-scale AI systems, AI pod architectures, and AI inference accelerators; most deliveries would go to the CJIS Division facility in Clarksburg, West Virginia.
  • The document notes that RFIs are a precursor to procurement and do not guarantee purchase; the FBI could acquire equipment in varying quantities and configurations through delivery orders.
  • Category details include Intel Xeon 6767P or equivalent, HGX B300 eight-GPU assembly, GB300 NVL72-equivalent systems, Google TPU-equivalent architectures, and Nvidia L40-S-equivalent inference hardware.
• Jul 14, 2026

  Hitachi Energy to deliver 110kV grid connection for Kauri CAB data center in Frankfurt, Germany

  Hitachi Energy has announced a contract to deliver a new grid connection solution for a Kauri CAB Digital Infrastructure data center in Frankfurt, Germany.

  • Hitachi Energy will supply a dedicated 110kV grid connection designed for high reliability and a compact footprint to help integrate the data center into a constrained urban environment.
  • The company said the solution will reinforce the interface between the transmission and distribution grids and support stable accommodation of growing electricity demand; no deployment timeline was provided. The article also says the project may relate to a 55,000 sqm parcel in Hochheim that Kauri acquired in April for €24 million ($28.2 million) and that the completed data center is expected to offer about 40MW.
  • The piece additionally references prior Hitachi Energy deals: an April partnership with Samsung Engineering & Construction Group on HVAC grid infrastructure, a reported partnership with OpenAI on power transmission and distribution equipment, and a partnership with Southwest Power Pool on an Nvidia-powered AI tool for interconnection studies.
• Jul 14, 2026

  Yotta’s AI Infra Play, BUILT Bags $2 Mn & More

  Yotta Data Services has announced a major AI infrastructure expansion and financing plan, alongside a potential public listing filing.

  • Yotta plans to invest $7 Bn in AI infrastructure by FY27 and deploy 40,000 NVIDIA Blackwell GPUs over the next four months, taking total capacity to about 85,000 chips by FY27-end.
  • The company recently raised $150 Mn at a $3.9 Bn valuation, partnered with US-listed Gorilla for GPU financing, and is preparing to file its DRHP for a $1.5 Bn public listing; the article also says most compute will be redirected to overseas markets.
• Jul 14, 2026

  How Yotta Is Building Its AI Infra Playbook To Serve Global Enterprises

  Yotta Data Services has announced plans to scale its AI cloud and financing for AI infrastructure while preparing for an IPO.

  • The company expects its cumulative AI infrastructure investment to exceed $7 Bn by FY27 and says about $4 Bn has already been committed to AI infrastructure.
  • Yotta has raised $150 Mn from non-institutional investors at a valuation of ₹37,000 Cr (about $3.9 Bn), plans to file its DRHP in the coming months, and is targeting about $1.5 Bn across pre-IPO rounds and the IPO.
  • Yotta expects its AI cloud to scale to 40,000+ NVIDIA Blackwell GPUs in four months and 85,000 GPUs by the end of the financial year; it also said an April partnership with Gorilla added $2.8 Bn to an agreement initially valued at $500 Mn.
• Jul 13, 2026

  Data Center Hardware Highlights: July 2026

  Data Center Knowledge published a roundup of its most-read hardware coverage from June 2026, summarizing industry developments in AI infrastructure rather than announcing a single new project.

  • The article highlights HPE, Nvidia, IBM, AWS, QumulusAI, and Qualcomm as the main companies shaping a more systems-focused AI stack, with emphasis on networking, memory supply, CPU strategy, orchestration software, and chip design.
  • It references specific developments including Nvidia overtaking rivals in data center Ethernet switching per IDC, AWS launching Graviton5-powered EC2 instances, QumulusAI’s $124 million deal, and Qualcomm’s Meta CPU deal; the piece is a recap/commentary article and not a primary company announcement.
• Jul 10, 2026

  Crusoe Pushes Data Center AI Competition Beyond GPUs

  Crusoe has announced new managed AI platform capabilities through its Intelligence Foundry, adding serverless fine-tuning and self-service inference deployments for open-weight models.

  • Serverless Fine-Tuning and Self-Serve Deployments will be generally available next week through Crusoe Intelligence Foundry.
  • The platform supports Qwen, DeepSeek, Gemma, and GPT-OSS, schedules fine-tuning dynamically across its AI infrastructure, and returns model weights in .safetensors format for portability.
  • Inference endpoints run on Nvidia H100 and H200 GPUs without direct infrastructure provisioning.
  • Pricing will be per-million-token for fine-tuning and per GPU hour for inference deployments.
• Jul 10, 2026

  FLOPS vs Megawatts: Who’s Winning in 2026 Supercomputing?

  The article provides analysis and commentary on 2026 supercomputing buildouts, contrasting public exascale systems with hyperscaler AI campuses. It is not a first-time announcement by one entity, but a roundup of recent developments and milestones.

  • The piece compares public TOP500 systems and private hyperscaler AI campuses, highlighting that private builds are measured in hundreds of megawatts to gigawatts rather than HPL scores.
  • It cites several recent milestones, including Microsoft’s Wisconsin Fairwater campus, xAI’s Colossus 2, OpenAI and Oracle’s Stargate, and Meta’s Prometheus nuclear power agreements.
  • It also notes Alice Recoque installation in France under a €354.8 million EuroHPC JU contract with Eviden and mentions the next TOP500 list at SC26 in November.
• Jul 10, 2026

  China $16 Billion AI GPU (Graphics Processing Unit) Startup Hong Kong-Listed Shanghai Iluvatar CoreX Semiconductor Raised $902 Million in Share Sale at 15% Discount to Closing Price (9/7/26), Share Price +234% Since IPO in 2026 January (8/1/26), Founded in 2015 by ex-Oracle R&D Director Li Yunpeng 

  Shanghai Iluvatar CoreX Semiconductor has announced a $902 million share sale at a 15% discount to the closing price, following its Hong Kong listing and earlier IPO fundraising.

  • The company said it raised $902 million in a share sale on 9 July 2026, priced at a 15% discount to the closing price.
  • The article also says Shanghai Iluvatar CoreX Semiconductor had its Hong Kong IPO in January 2026, raising $446 million at an IPO price of HKD 144.6 and closing at HKD 156.8 on day one; it was described as a $16 billion AI GPU startup founded in 2015 by Li Yunpeng.
• Jul 10, 2026 · TechNode Global

  Singapore Temasek bets big on AI: targets 10–15% AI allocation in portfolio by 2031

  Temasek has announced a plan to lift its direct AI exposure from about 6% of its portfolio to 10-15% by March 2031, as outlined in its Temasek Review 2026 statement by CEO Dilhan Pillay.

  • Direct AI exposure target: increase from about 6% to 10-15% by March 2031; current net portfolio value is S$518 billion ($402 billion) as at 31 March 2026.
  • Temasek said the target implies AI net worth of roughly S$52 billion to S$78 billion, up from about S$31 billion now, and that the remaining 85%-90% of the portfolio should focus on AI adoption for competitiveness.
• Jul 9, 2026

  Data Center Frontier Trends Summit 2026 Preview

  Data Center Frontier has announced a preview of the Data Center Frontier Trends Summit 2026, a conference focused on AI infrastructure execution, taking place August 4–6 in Reston, Virginia.

  • The episode features Matt Vincent speaking with Bill Kleyman of Apolo to preview the summit and its themes, including power-first site selection, liquid cooling, behind-the-meter generation, supply chain execution, and community acceptance.
  • The article says the industry has shifted from projection to execution and that announced megawatts are not the same as energized megawatts; it also highlights summit sessions and keynotes involving Rich Miller, Lee Kestler, NVIDIA, Meta, and the Open Compute Project.
  • The content is a podcast/article preview and commentary, not a new project announcement; it references the summit agenda and speakers, with the conference set for August 4–6, 2026 in Reston, Virginia.
• Jul 9, 2026

  DeepInfra deploys AI inference cloud in Toronto, Canada, data center

  DeepInfra has announced a new data center location in Toronto, Canada, expanding beyond the United States for the first time.

  • The Toronto cluster offers 1.7MW of capacity and will host more than 1,000 Nvidia Blackwell B300 GPUs; DeepInfra said it is its ninth data center location and first outside the US.
  • CEO and co-founder Nikola Borisov said the site is a foundational step in expanding capacity beyond the US; the facility is likely leased capacity at a third-party site, and the announcement comes after DeepInfra raised $107 million in a Series B round and completed a $18 million Series A in April 2025.