Summary: Cornelis introduces Active Compute Fabric, an open architecture for scale-up and scale-out networking with programmable compute built into the fabric Qualcomm Technologies joined Cornelis at AI Infra Summit to share its perspective on the role of networking in efficient AI infrastructure Cornelis has raised $205 million in funding to advance its next generation of […]

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Ayar Labs, a player in co-packaged optics (CPO) solutions for AI scale-up, announced it has secured an additional $150 million in funding, bringing its total primary capital raised in 2026 to $650 million.Separately, the company disclosed that Wiwynn made a strategic investment earlier this year. Wiwynn, a cloud IT and infrastructure provider for data centers, […]

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Keepit, a SaaS data protection expert, announced it has surpassed $100 million in annual recurring revenue (ARR) as its AI truth cloud strategy – which reframes data protection as the trusted foundation AI-enabled enterprises run on, rather than simply insurance vs. loss – is driving customer adoption at scale.Since growth equity investor One Peak’s initial […]

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Positron AI, an AI inference hardware company built to make serving AI models dramatically cheaper and more energy efficient, announced an $875M Series C financing at a $5B post-money valuation.The round was co-led by NEA, Atreides Management, Valor Equity Partners, Andra Capital, Dylan Patel’s SemiAnalysis Capital and Jim Clark, the founder of Silicon Graphics and […]

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Cervinvest Capital is pleased to announce that Cervinvest Scale, its fund dedicated to lowermidcap investments, has acquired a minority stake in Yole Group, one of the world’s leading providers of market, technology and value-chain analysis for the semiconductor, photonics and electronics industries.In this primary transaction, Cervinvest Scale invests alongside founder Jean-Christophe Eloy and CEO Eric Tholin, as well […]

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Mistral announced that it has raised €3 billion in a Series D funding round at a post-money valuation of more than €21 billion, the largest equity fundraising round ever completed by a European technology company, three years after the company’s launch.Samsung Electronics led the round, joined by co-leads Scaleup Europe Fund, managed by EQT, and […]

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Nebius Group N.V. an AI cloud company, announced the pricing of its offering of $5.0 billion aggregate original principal amount of convertible senior notes, in two series: $3.0 billion aggregate original principal amount of 0.50% convertible notes due 2030 (the “2030 Notes”) and $2.0 billion aggregate original principal amount of 4.50% convertible notes due 2034 […]

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Summary: Revenue of $29.6 billion for the third quarter, up 86 percent from the prior year period GAAP operating income of $16.0 billion for the third quarter; Non-GAAP operating income of $20.1 billion for the third quarter GAAP diluted EPS of $2.68 for the third quarter; Non-GAAP diluted EPS of $3.32 for the third quarter Cash from operations of $14.2 billion for the third quarter, less capital […]

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Summary: Revenue of $1.55 billion in the second quarter, representing 35% YoY growth Net revenue retention rate of 126% 828 customers with trailing 12-month product revenue greater than $1 million, representing 27% YoY growth 829 Forbes Global 2000 customers Remaining performance obligations of $9.00 billion, representing 30% YoY growth Snowflake, an AI data cloud company, […]

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Summary: Record quarterly net revenues of $2.03 billion, an increase of 30% YoY Record all-flash array net revenue of $1.3 billion for the first quarter of fiscal year 2027, an increase of 47% YoY Record public cloud net revenue of $206 million for the first quarter of fiscal year 2027, an increase of 28% YoY […]

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Nscale, a hyperscaler engineered for AI, announced the closing of approximately $3 billion in aggregate commitments across two senior secured delayed draw term loan facilities (“DDTLs”), one supporting its Ward County, TX campus and the other its Madison, North Carolina site.The loan facilities, which have each received investment-grade ratings with stable outlooks, provide up to […]

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Keenable, a startup building web-search and retrieval infrastructure for AI agents rather than human users, has come out of stealth with a $26 million seed round led by Accel, with participation from Conviction Partners and business angels.The company was founded by Andrey Styskin, who previously led Yandex’s search, AI, and cloud division, and German AI […]

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Summary: Record revenue of $12.2 billion, up 34% YoY Record operating profit, with GAAP OP up 464% and non-GAAP OP up 155% YoY HPE announced financial results for the third quarter ended July 31, 2026.“HPE’s strategy is proving itself again this quarter. Our results demonstrate the durability of our profitable growth momentum. We delivered record revenue, […]

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iPronics, a pioneer in silicon photonics-based optical circuit switching for AI infrastructure, has announced $125 million in Series B funding co-led by Maverick Silicon and Light Street Capital.Nvidia joined the round, with participation from new and existing investors including Triatomic Capital, Bosch Ventures, Catalight Capital, European Innovation Council Fund, The Tate Family Trust, Fine Structure […]

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Summary: Record revenue of $47.0 billion, up 58% YoY Record diluted earnings per share (EPS) of $6.34, up 273% YoY, and record non-GAAP diluted EPS of $7.04, up 203% Cash flow from operations of $2.2 billion Full-year FY27 revenue guidance of $192.0 billion, up 69% YoY Full-year FY27 EPS guidance of $24.37 and non-GAAP EPS […]

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QSAN Technology, Inc., a provider of enterprise data management and storage solutions, announced that its shares have begun trading on Taiwan’s Emerging Stock Board (ESB), marking an important milestone in the company’s capital market journey.The milestone comes as Qsan enters its next stage of growth, expanding from enterprise storage and data management toward enterprise AI […]

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Get the fanciest Ryzen 9 without a lid, Intel appears to be looping back on their naming CPUs and Arc squeaks out more performance (sometimes), CoPilot assists in "hacking" itself, your Twitch…

Summary: Total revenue growth of 38% YoY Product revenue growth of 54% YoY Significantly increased FY27 revenue and operating profit guidance Everpure, a company revolutionizing storage and data management, announced financial results for its second quarter fiscal year 2027 ended August 2, 2026.“Q2 marks eight straight quarters of accelerating revenue growth for Everpure, and confirmed […]

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Summary: Q2 Net Revenue: $2.739 billion, a new record, grew by 37% YoY Q2 Gross Margin: 53.1% GAAP gross margin; 58.9% non-GAAP gross margin Q2 Diluted income per share: $0.33 GAAP diluted income per share; $0.94 non-GAAP diluted income per share Marvell Technology, Inc., a reference in data infrastructure semiconductor solutions, today reported financial results […]

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