https://siliconsideline.com/latestNewest reporting, briefings and scoreboard closes from the sports desk for the AI economy, listed in the order they were published.https://siliconsideline.com/articles/2026/11/03/tuesday-vote-midterm-historyhttps://siliconsideline.com/articles/2026/11/03/tuesday-vote-midterm-historyTue, 03 Nov 2026 12:00:00 -0500Voters pick Congress today. We pulled the game film on every big midterm flip, from the railroad era to the FAANG era, and lined up what AI voices say.https://siliconsideline.com/articles/2026/11/03/scoreboard-bubble-pophttps://siliconsideline.com/articles/2026/11/03/scoreboard-bubble-popTue, 03 Nov 2026 12:00:00 -0500Our AI Economy Index is down 16.3% from its 6 October high, nearly twice the NASDAQ's 8.8% slide. What do correction, bear market and bubble pop mean?https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexMon, 02 Nov 2026 16:30:00 -0500The AI Economy Index finished down 2.6 percent.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexFri, 30 Oct 2026 16:30:00 -0400The AI Economy Index finished down 5.3 percent.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexThu, 29 Oct 2026 16:30:00 -0400The AI Economy Index finished down 1.5 percent.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexWed, 28 Oct 2026 16:30:00 -0400The AI Economy Index finished up 1.5 percent.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexTue, 27 Oct 2026 16:30:00 -0400The AI Economy Index finished up 2.8 percent.https://siliconsideline.com/blog/spacex-apollo-40bn-gpu-leasehttps://siliconsideline.com/blog/spacex-apollo-40bn-gpu-leaseTue, 27 Oct 2026 12:00:00 -0400SpaceX told the SEC it committed to lease GPU pods from an Apollo-managed entity, with about $40 billion of principal payments, starting in 2027.https://siliconsideline.com/blog/meta-new-stock-ai-nvidia-3bnhttps://siliconsideline.com/blog/meta-new-stock-ai-nvidia-3bnTue, 27 Oct 2026 12:00:00 -0400Meta priced $25.0 billion of new common stock and $12.5 billion of preferred, plans $60 billion more, and NVIDIA says it will put in $3 billion.https://siliconsideline.com/blog/intel-classiq-quantum-acquisitionhttps://siliconsideline.com/blog/intel-classiq-quantum-acquisitionTue, 27 Oct 2026 12:00:00 -0400Intel signed a deal to acquire Classiq and add quantum chips to its lineup. Calcalist reports $2.3 billion. Closing is expected in the first half of 2027.https://siliconsideline.com/blog/broadcom-anthropic-63bn-chip-financing-confirmedhttps://siliconsideline.com/blog/broadcom-anthropic-63bn-chip-financing-confirmedTue, 27 Oct 2026 12:00:00 -0400Four firms announced a $63 billion vehicle to lease Broadcom AI chips to Anthropic from 2027, with Broadcom providing residual value support.https://siliconsideline.com/blog/amd-meta-1bn-equity-offeringhttps://siliconsideline.com/blog/amd-meta-1bn-equity-offeringTue, 27 Oct 2026 12:00:00 -0400AMD says it will put $1 billion into Meta's new stock offering, the second chipmaker after NVIDIA to turn interest into a stated amount.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexMon, 26 Oct 2026 16:30:00 -0400The AI Economy Index finished up 1.9 percent.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexFri, 23 Oct 2026 16:30:00 -0400The AI Economy Index finished up 0.2 percent.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexThu, 22 Oct 2026 16:30:00 -0400The AI Economy Index finished down 5.4 percent.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexWed, 21 Oct 2026 16:30:00 -0400The AI Economy Index finished up 1.9 percent.https://siliconsideline.com/blog/spacex-q3-2026-ai-revenue-1-7-gwhttps://siliconsideline.com/blog/spacex-q3-2026-ai-revenue-1-7-gwWed, 21 Oct 2026 12:00:00 -0400SpaceX says its AI segment had $7.6 billion of revenue in the third quarter, up 830% on the year, and nameplate compute reached 1.7 GW by September.https://siliconsideline.com/blog/nvidia-amkor-korea-packaging-capacityhttps://siliconsideline.com/blog/nvidia-amkor-korea-packaging-capacityWed, 21 Oct 2026 12:00:00 -0400Amkor says a $1.3 billion NVIDIA deal expands chip packaging in South Korea, taking their agreements to $3 billion as NVIDIA books more capacity.https://siliconsideline.com/articles/2026/10/21/bubble-watch-productivity-gaphttps://siliconsideline.com/articles/2026/10/21/bubble-watch-productivity-gapWed, 21 Oct 2026 12:00:00 -0400Citadel's AI turns six to eight weeks of PhD level research into hours. Most offices are still learning the playbook, and the gap is coaching, not talent.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexTue, 20 Oct 2026 16:30:00 -0400The AI Economy Index finished down 0.2 percent.https://siliconsideline.com/blog/zhongji-innolight-hong-kong-listing-raises-hk53-billionhttps://siliconsideline.com/blog/zhongji-innolight-hong-kong-listing-raises-hk53-billionTue, 20 Oct 2026 12:00:00 -0400Zhongji Innolight, a leading optical module maker, raised HK$53.4 billion (about US$6.8 billion) in a Hong Kong listing that began trading on 30 July 2026.https://siliconsideline.com/blog/zhipu-ai-first-half-revenue-up-399-7-percent-loss-glmhttps://siliconsideline.com/blog/zhipu-ai-first-half-revenue-up-399-7-percent-loss-glmTue, 20 Oct 2026 12:00:00 -0400Zhipu AI reported first-half revenue up 399.7% to RMB953,892 thousand and a loss of RMB2,071,992 thousand, and said it released GLM-5.3 in August.https://siliconsideline.com/blog/yofc-first-half-profit-up-889-percent-ai-data-centershttps://siliconsideline.com/blog/yofc-first-half-profit-up-889-percent-ai-data-centersTue, 20 Oct 2026 12:00:00 -0400YOFC reported first-half profit of about RMB2,924.5 million, up about 889.0%, and cited intelligent computing center construction and AI data center fibre.https://siliconsideline.com/blog/yaskawa-record-orders-profit-forecast-cuthttps://siliconsideline.com/blog/yaskawa-record-orders-profit-forecast-cutTue, 20 Oct 2026 12:00:00 -0400Yaskawa, a Japanese robot and motor maker, reported record quarterly orders, driven by data-center and chip funding, but cut its yearly profit forecast.https://siliconsideline.com/blog/xpeng-q2-deliveries-flat-loss-wider-physical-ai-outlookhttps://siliconsideline.com/blog/xpeng-q2-deliveries-flat-loss-wider-physical-ai-outlookTue, 20 Oct 2026 12:00:00 -0400XPeng, a Chinese car and robot maker, reported flat Q2 deliveries and a wider loss, and said it expects physical AI commercialization to accelerate.https://siliconsideline.com/blog/xiaomi-q2-revenue-down-6-percent-car-deliveries-uphttps://siliconsideline.com/blog/xiaomi-q2-revenue-down-6-percent-car-deliveries-upTue, 20 Oct 2026 12:00:00 -0400Xiaomi said second-quarter revenue fell 6.1% to RMB108.9 billion and profit fell 20.3%, while car deliveries rose 28.2%.https://siliconsideline.com/blog/winbond-second-quarter-revenue-up-185-percent-ai-memoryhttps://siliconsideline.com/blog/winbond-second-quarter-revenue-up-185-percent-ai-memoryTue, 20 Oct 2026 12:00:00 -0400Winbond, a Taiwanese memory maker, reported second-quarter revenue up 184.7% and said strong AI-related demand drove its customized memory line.https://siliconsideline.com/blog/win-semiconductors-q2-revenue-up-39-percent-optical-receivershttps://siliconsideline.com/blog/win-semiconductors-q2-revenue-up-39-percent-optical-receiversTue, 20 Oct 2026 12:00:00 -0400WIN Semiconductors reported Q2 revenue of NT$5,257 million, up 39% year on year, and said data center optical receiver parts began mass production.https://siliconsideline.com/blog/whitefiber-q2-540-million-new-cloud-agreementshttps://siliconsideline.com/blog/whitefiber-q2-540-million-new-cloud-agreementsTue, 20 Oct 2026 12:00:00 -0400WhiteFiber said on 12 August it signed over $540 million of cloud deals and began NC-1 billing. Revenue includes $12.3M tied to a customer termination.https://siliconsideline.com/blog/whitefiber-310-million-convertible-noteshttps://siliconsideline.com/blog/whitefiber-310-million-convertible-notesTue, 20 Oct 2026 12:00:00 -0400WhiteFiber said on 21 August it closed $310 million of 5.00% convertible notes, with the remainder aimed at data center expansion and GPU servers.https://siliconsideline.com/blog/weride-q2-revenue-up-82-percent-fleet-3400https://siliconsideline.com/blog/weride-q2-revenue-up-82-percent-fleet-3400Tue, 20 Oct 2026 12:00:00 -0400WeRide, a Chinese driverless-vehicle company, said Q2 revenue rose 82.2% to RMB231.7 million and its fleet reached about 3,400 vehicles.https://siliconsideline.com/blog/wayve-mercedes-benz-production-agreementhttps://siliconsideline.com/blog/wayve-mercedes-benz-production-agreementTue, 20 Oct 2026 12:00:00 -0400Wayve and Mercedes-Benz said on 22 September they signed a definitive production agreement to put Wayve's AI Driver in future Mercedes cars within two years.https://siliconsideline.com/blog/waymo-closes-5-billion-term-loanhttps://siliconsideline.com/blog/waymo-closes-5-billion-term-loanTue, 20 Oct 2026 12:00:00 -0400Waymo says it closed a $5 billion term loan on 8 October, its first debt financing, led by large finance firms, to expand robotaxi service.https://siliconsideline.com/blog/vistra-commits-up-to-1-billion-helix-ai-infrastructure-fundhttps://siliconsideline.com/blog/vistra-commits-up-to-1-billion-helix-ai-infrastructure-fundTue, 20 Oct 2026 12:00:00 -0400Vistra said in August it committed up to $1 billion to KKR's Helix AI infrastructure fund. $500 million is tied to power-supply milestones or its choice.https://siliconsideline.com/blog/vertiv-utilityinnovation-group-acquisitionhttps://siliconsideline.com/blog/vertiv-utilityinnovation-group-acquisitionTue, 20 Oct 2026 12:00:00 -0400Vertiv said on 2 September it will acquire power-controls firm UtilityInnovation Group for about $1.45 billion in cash, plus up to $1.15 billion in earnouts.https://siliconsideline.com/blog/vertiv-second-quarter-2026-results-guidance-raisehttps://siliconsideline.com/blog/vertiv-second-quarter-2026-results-guidance-raiseTue, 20 Oct 2026 12:00:00 -0400Vertiv reported second-quarter net sales of $3,274 million on 29 July, up 24%, raised its 2026 guidance, and said AI and compute demand keeps intensifying.https://siliconsideline.com/blog/veeco-ai-demand-orders-visibility-2027https://siliconsideline.com/blog/veeco-ai-demand-orders-visibility-2027Tue, 20 Oct 2026 12:00:00 -0400Veeco, which makes chip-making equipment, said AI is driving robust orders and reported $200 million of advanced-packaging orders.https://siliconsideline.com/blog/unitree-robotics-lists-star-market-ipohttps://siliconsideline.com/blog/unitree-robotics-lists-star-market-ipoTue, 20 Oct 2026 12:00:00 -0400Unitree, a Chinese robot maker, began trading on Shanghai's STAR Market on 19 August after a share sale that raised about 6.1 billion yuan.https://siliconsideline.com/blog/ubtech-humanoid-robot-revenue-up-1445-percenthttps://siliconsideline.com/blog/ubtech-humanoid-robot-revenue-up-1445-percentTue, 20 Oct 2026 12:00:00 -0400UBTECH, a Chinese robot maker, said it sold 921 full-size humanoid robots in six months, lifting that revenue 1,445% to 590 million yuan.https://siliconsideline.com/blog/tower-semtech-sige-capacity-ai-data-center-interconnectshttps://siliconsideline.com/blog/tower-semtech-sige-capacity-ai-data-center-interconnectsTue, 20 Oct 2026 12:00:00 -0400Tower Semiconductor and Semtech agreed to reserve more factory capacity for chips that connect AI data center equipment with light and copper.https://siliconsideline.com/blog/tokyo-electron-raises-first-half-forecast-ai-chip-equipmenthttps://siliconsideline.com/blog/tokyo-electron-raises-first-half-forecast-ai-chip-equipmentTue, 20 Oct 2026 12:00:00 -0400Tokyo Electron, a major chip-equipment maker, raised its first-half sales forecast to 1.62 trillion yen as AI-chip equipment spending rose.https://siliconsideline.com/blog/tfc-optical-first-half-profit-up-33-92-percent-ai-computinghttps://siliconsideline.com/blog/tfc-optical-first-half-profit-up-33-92-percent-ai-computingTue, 20 Oct 2026 12:00:00 -0400TFC Optical Communication reported first-half revenue up 15.15% and net profit up 33.92%, crediting AI and data center build-outs for optical device demand.https://siliconsideline.com/blog/tesla-cybercab-production-begins-q2-capex-doubleshttps://siliconsideline.com/blog/tesla-cybercab-production-begins-q2-capex-doublesTue, 20 Oct 2026 12:00:00 -0400Tesla says it began building the Cybercab in Texas and spent $5.8 billion on capital projects in the quarter, up 142%, leaving free cash flow negative.https://siliconsideline.com/blog/teradyne-record-quarter-ai-over-60-percenthttps://siliconsideline.com/blog/teradyne-record-quarter-ai-over-60-percentTue, 20 Oct 2026 12:00:00 -0400Teradyne, a maker of chip-testing equipment, reported record revenue of $1.33 billion, up 104%, with AI-driven revenue above 60% of the total.https://siliconsideline.com/blog/tenstorrent-form-d-equity-raisehttps://siliconsideline.com/blog/tenstorrent-form-d-equity-raiseTue, 20 Oct 2026 12:00:00 -0400Tenstorrent reported to the SEC on 9 September that it has sold $1.29 billion in an equity offering to 134 backers since 26 August. No valuation was given.https://siliconsideline.com/blog/tencent-capex-up-176-percent-compute-hy-models-q2-2026https://siliconsideline.com/blog/tencent-capex-up-176-percent-compute-hy-models-q2-2026Tue, 20 Oct 2026 12:00:00 -0400Tencent reported Q2 capital expenditure of RMB52.8 billion, up 176%, and said it stepped up compute procurement for its AI models and applications.https://siliconsideline.com/blog/supermicro-fiscal-2026-results-fiscal-2027-outlookhttps://siliconsideline.com/blog/supermicro-fiscal-2026-results-fiscal-2027-outlookTue, 20 Oct 2026 12:00:00 -0400Supermicro reported $39.1 billion of fiscal 2026 sales on 11 August and guided fiscal 2027 sales to $65 billion to $72 billion. Its 31 August 10-K matches.https://siliconsideline.com/blog/sumitomo-electric-raises-forecast-generative-ai-optical-connectorshttps://siliconsideline.com/blog/sumitomo-electric-raises-forecast-generative-ai-optical-connectorsTue, 20 Oct 2026 12:00:00 -0400Sumitomo Electric's infocommunications operating profit rose 19.1 billion yen to 27.2 billion yen, tied to data center optical connectors for generative AI.https://siliconsideline.com/blog/stmicroelectronics-raises-ai-data-center-revenue-outlookhttps://siliconsideline.com/blog/stmicroelectronics-raises-ai-data-center-revenue-outlookTue, 20 Oct 2026 12:00:00 -0400STMicroelectronics raised its AI data center revenue outlook to above $1 billion for 2026 and well above $2 billion for 2027. Q2 revenue was $3.49 billion.https://siliconsideline.com/blog/starcloud-raises-250-million-orbital-aihttps://siliconsideline.com/blog/starcloud-raises-250-million-orbital-aiTue, 20 Oct 2026 12:00:00 -0400Starcloud said on 21 August it raised $250 million at a $2.3 billion valuation to build more AI computing capacity in orbit.https://siliconsideline.com/blog/ssi-nvidia-partnership-order-of-magnitude-computehttps://siliconsideline.com/blog/ssi-nvidia-partnership-order-of-magnitude-computeTue, 20 Oct 2026 12:00:00 -0400SSI and NVIDIA said on 27 July they signed a long-term partnership with money from NVIDIA. They say SSI's compute will grow by an order of magnitude.https://siliconsideline.com/blog/spacex-first-public-results-ai-spendinghttps://siliconsideline.com/blog/spacex-first-public-results-ai-spendingTue, 20 Oct 2026 12:00:00 -0400SpaceX's first results since its IPO showed revenue up 92% to $7.8 billion, with AI capital spending of $15.8 billion in one quarter and a narrower loss.https://siliconsideline.com/blog/spacex-completes-60-billion-cursor-purchasehttps://siliconsideline.com/blog/spacex-completes-60-billion-cursor-purchaseTue, 20 Oct 2026 12:00:00 -0400SpaceX says its $60 billion purchase of Cursor, the AI coding tool, took effect on 14 August, making Cursor a wholly owned SpaceX subsidiary.https://siliconsideline.com/blog/soitec-first-quarter-revenue-photonics-soi-doubles-ai-data-centershttps://siliconsideline.com/blog/soitec-first-quarter-revenue-photonics-soi-doubles-ai-data-centersTue, 20 Oct 2026 12:00:00 -0400Soitec reported Q1 FY2027 revenue of €113m, up 23%, and said Photonics-SOI sales for AI data center optical transceivers doubled year on year.https://siliconsideline.com/blog/snowflake-q2-ai-revenue-step-up-guidance-raisehttps://siliconsideline.com/blog/snowflake-q2-ai-revenue-step-up-guidance-raiseTue, 20 Oct 2026 12:00:00 -0400Snowflake said on 2 September its product revenue rose 37% to $1.49 billion, it saw 'a meaningful step-up in AI revenue' and it raised its yearly outlook.https://siliconsideline.com/blog/skild-ai-100-million-recurring-revenuehttps://siliconsideline.com/blog/skild-ai-100-million-recurring-revenueTue, 20 Oct 2026 12:00:00 -0400Skild AI, which sells a robot brain, said on 10 September it passed $100 million in annual recurring revenue and has more than 60 paying customers.https://siliconsideline.com/blog/sk-hynix-record-q2-2026-hbm4-shipmentshttps://siliconsideline.com/blog/sk-hynix-record-q2-2026-hbm4-shipmentsTue, 20 Oct 2026 12:00:00 -0400SK hynix, a leading maker of the memory chips AI servers need, reported record profit and said it began shipping its newest HBM4 memory.https://siliconsideline.com/blog/sivers-semiconductors-hybrid-manufacturing-ai-datacenter-lasershttps://siliconsideline.com/blog/sivers-semiconductors-hybrid-manufacturing-ai-datacenter-lasersTue, 20 Oct 2026 12:00:00 -0400Sivers said AI datacenters' need for laser capacity drives a move to hybrid manufacturing. Q2 net sales were SEK 53.8 m, operating loss SEK 116.9 m.https://siliconsideline.com/blog/siemens-record-orders-raises-2026-outlook-data-center-ordershttps://siliconsideline.com/blog/siemens-record-orders-raises-2026-outlook-data-center-ordersTue, 20 Oct 2026 12:00:00 -0400Siemens says third-quarter orders hit a record €27.9 billion and data-center orders grew sharply, so it raised its 2026 profit forecast.https://siliconsideline.com/blog/semtech-record-net-sales-341-9-million-data-centerhttps://siliconsideline.com/blog/semtech-record-net-sales-341-9-million-data-centerTue, 20 Oct 2026 12:00:00 -0400Semtech reported record Q2 net sales of $341.9 million, guided Q3 to $410.0 million plus or minus $5.0 million, and said data center revenue hit a record.https://siliconsideline.com/blog/seagate-fiscal-2026-revenue-12-billion-ai-storage-demandhttps://siliconsideline.com/blog/seagate-fiscal-2026-revenue-12-billion-ai-storage-demandTue, 20 Oct 2026 12:00:00 -0400Seagate, a hard drive maker, reported $12.2 billion of fiscal 2026 revenue, up 34%, and said AI is driving lasting storage demand.https://siliconsideline.com/blog/screen-holdings-raises-forecast-record-ai-ordershttps://siliconsideline.com/blog/screen-holdings-raises-forecast-record-ai-ordersTue, 20 Oct 2026 12:00:00 -0400SCREEN Holdings, a chip-factory equipment maker in Japan, raised its yearly forecast, citing a record level of inquiry and order, despite a weak first quarter.https://siliconsideline.com/blog/schneider-electric-half-year-2026-resultshttps://siliconsideline.com/blog/schneider-electric-half-year-2026-resultsTue, 20 Oct 2026 12:00:00 -0400Schneider Electric said on 30 July data center demand rose triple-digit in the second quarter, with record revenue of €11.5 billion and a raised 2026 target.https://siliconsideline.com/blog/rockwell-automation-raises-outlook-data-center-semiconductorhttps://siliconsideline.com/blog/rockwell-automation-raises-outlook-data-center-semiconductorTue, 20 Oct 2026 12:00:00 -0400Rockwell Automation, a maker of factory control systems, reported sales up 8% and raised its fiscal 2026 sales and profit outlook.https://siliconsideline.com/blog/qualcomm-amazon-ai-data-center-chips-warranthttps://siliconsideline.com/blog/qualcomm-amazon-ai-data-center-chips-warrantTue, 20 Oct 2026 12:00:00 -0400Qualcomm will work with Amazon on custom AI data-center chips and gave Amazon a warrant that vests as Amazon purchases, up to $60 billion.https://siliconsideline.com/blog/prysmian-to-acquire-atkore-ai-driven-infrastructurehttps://siliconsideline.com/blog/prysmian-to-acquire-atkore-ai-driven-infrastructureTue, 20 Oct 2026 12:00:00 -0400Prysmian said on 3 August it agreed to acquire Atkore at an enterprise value of about $3.8 billion to lead electrification and AI-driven infrastructure markets.https://siliconsideline.com/blog/prysmian-raises-guidance-ai-driven-economyhttps://siliconsideline.com/blog/prysmian-raises-guidance-ai-driven-economyTue, 20 Oct 2026 12:00:00 -0400Prysmian said on 30 July that second-quarter Adjusted EBITDA rose to €730 million and raised its full-year guidance, citing AI-driven infrastructure demand.https://siliconsideline.com/blog/prysmian-molex-optical-cables-inside-data-centers-5-5-billionhttps://siliconsideline.com/blog/prysmian-molex-optical-cables-inside-data-centers-5-5-billionTue, 20 Oct 2026 12:00:00 -0400Prysmian said on 20 July it signed an up to €5.5 billion, ten-year deal with Molex for optical cables inside data centers and will expand US fiber capacity.https://siliconsideline.com/blog/ponyai-robotaxi-revenue-up-691-percent-fleet-1975https://siliconsideline.com/blog/ponyai-robotaxi-revenue-up-691-percent-fleet-1975Tue, 20 Oct 2026 12:00:00 -0400Pony.ai, a self-driving company, said robotaxi revenue rose 691% to $12.1 million and its fleet reached 1,975 vehicles, aiming for 3,500.https://siliconsideline.com/blog/palantir-raises-2026-revenue-forecast-q2-resultshttps://siliconsideline.com/blog/palantir-raises-2026-revenue-forecast-q2-resultsTue, 20 Oct 2026 12:00:00 -0400Palantir says second-quarter revenue grew 93% to $1.935 billion, and it raised its 2026 revenue forecast to about $8.15 billion.https://siliconsideline.com/blog/openai-to-cut-cursor-off-from-its-modelshttps://siliconsideline.com/blog/openai-to-cut-cursor-off-from-its-modelsTue, 20 Oct 2026 12:00:00 -0400OpenAI plans to stop supplying its models to Cursor, now owned by SpaceX, with a proposed shutoff on 12 November. The date is not final.https://siliconsideline.com/blog/openai-secures-8-gigawatts-ports-pike-ohiohttps://siliconsideline.com/blog/openai-secures-8-gigawatts-ports-pike-ohioTue, 20 Oct 2026 12:00:00 -0400OpenAI said on 17 August it agreed to secure about 8 gigawatts-IT at the PORTS-Pike campus in Ohio under a 20-year lease, with 800 MW due in 2028.https://siliconsideline.com/blog/onto-innovation-record-quarter-backlog-above-1-billionhttps://siliconsideline.com/blog/onto-innovation-record-quarter-backlog-above-1-billionTue, 20 Oct 2026 12:00:00 -0400Onto Innovation, which makes chip inspection tools, reported record sales and a backlog above $1 billion, linking demand to AI and memory chips.https://siliconsideline.com/blog/onsemi-ai-data-center-revenue-to-more-than-doublehttps://siliconsideline.com/blog/onsemi-ai-data-center-revenue-to-more-than-doubleTue, 20 Oct 2026 12:00:00 -0400onsemi, a maker of power chips, said AI data center is its fastest-growing business and expects that revenue to more than double in 2026.https://siliconsideline.com/blog/omron-raises-forecast-ai-chip-battery-factory-demandhttps://siliconsideline.com/blog/omron-raises-forecast-ai-chip-battery-factory-demandTue, 20 Oct 2026 12:00:00 -0400Japanese factory-automation maker OMRON said quarterly revenue rose 26% and raised its full-year forecast, citing AI-related chip and battery demand.https://siliconsideline.com/blog/nvidia-to-acquire-hugging-facehttps://siliconsideline.com/blog/nvidia-to-acquire-hugging-faceTue, 20 Oct 2026 12:00:00 -0400NVIDIA said on 3 September it will acquire Hugging Face for $12.93 billion. Its 8-K shows $11.9B to stockholders and up to $1.0B of retention equity.https://siliconsideline.com/blog/nvidia-puts-3-5-billion-into-mediatek-convertible-bondshttps://siliconsideline.com/blog/nvidia-puts-3-5-billion-into-mediatek-convertible-bondsTue, 20 Oct 2026 12:00:00 -0400NVIDIA put $3.5 billion into zero coupon convertible bonds from MediaTek, and the two companies are expanding their AI computing partnership.https://siliconsideline.com/blog/nvidia-ai-compute-financing-platforms-500-billionhttps://siliconsideline.com/blog/nvidia-ai-compute-financing-platforms-500-billionTue, 20 Oct 2026 12:00:00 -0400NVIDIA signed memorandums with six finance firms to set up platforms designed to mobilize over $500 billion of outside capital over time for AI infrastructure.https://siliconsideline.com/blog/nvidia-10q-guarantees-openai-ohio-campushttps://siliconsideline.com/blog/nvidia-10q-guarantees-openai-ohio-campusTue, 20 Oct 2026 12:00:00 -0400NVIDIA's 10-Q says it guaranteed up to $105 billion of leases for an OpenAI data center campus in Ohio, and up to $3.5 billion for other AI clouds.https://siliconsideline.com/blog/nvent-second-blaine-liquid-cooling-sitehttps://siliconsideline.com/blog/nvent-second-blaine-liquid-cooling-siteTue, 20 Oct 2026 12:00:00 -0400nVent said on 31 July it leased a second Blaine, Minnesota site of 160,000 square feet to expand data center liquid cooling output from 2027.https://siliconsideline.com/blog/nokia-ai-cloud-sales-double-orders-2-8-billion-euroshttps://siliconsideline.com/blog/nokia-ai-cloud-sales-double-orders-2-8-billion-eurosTue, 20 Oct 2026 12:00:00 -0400Nokia said second-quarter AI and cloud net sales more than doubled to EUR 446 million and that AI and cloud orders reached EUR 2.8 billion.https://siliconsideline.com/blog/nidec-reports-519-billion-yen-operating-loss-restatedhttps://siliconsideline.com/blog/nidec-reports-519-billion-yen-operating-loss-restatedTue, 20 Oct 2026 12:00:00 -0400Nidec, a Japanese motor maker, reported a ¥519 billion operating loss in restated annual figures, and its auditor declined to give an opinion.https://siliconsideline.com/blog/nextdc-fy26-results-fy27-guidancehttps://siliconsideline.com/blog/nextdc-fy26-results-fy27-guidanceTue, 20 Oct 2026 12:00:00 -0400NEXTDC said on 27 August that contracted utilisation rose 202% to 740.1MW and guided FY27 net revenue to A$615 million to A$640 million.https://siliconsideline.com/blog/nextdc-completes-a1-1-billion-convertible-noteshttps://siliconsideline.com/blog/nextdc-completes-a1-1-billion-convertible-notesTue, 20 Oct 2026 12:00:00 -0400NEXTDC said on 18 September its A$1.1 billion offering of 1.75% convertible notes due 2031 settled on 17 September to fund its data center pipeline.https://siliconsideline.com/blog/nebius-arr-3-billion-5-gw-contracted-powerhttps://siliconsideline.com/blog/nebius-arr-3-billion-5-gw-contracted-powerTue, 20 Oct 2026 12:00:00 -0400Nebius said on 12 August its annualized run-rate revenue reached $3.0 billion and it now expects 5 GW of contracted power by year-end.https://siliconsideline.com/blog/nebius-5-75-billion-convertible-noteshttps://siliconsideline.com/blog/nebius-5-75-billion-convertible-notesTue, 20 Oct 2026 12:00:00 -0400Nebius said on 24 August it closed a $5.75 billion convertible note sale, with proceeds meant for data centers, its AI cloud and GPUs.https://siliconsideline.com/blog/nanya-third-quarter-gross-margin-85-percent-ai-capacityhttps://siliconsideline.com/blog/nanya-third-quarter-gross-margin-85-percent-ai-capacityTue, 20 Oct 2026 12:00:00 -0400Nanya, a Taiwanese DRAM maker, reported third-quarter revenue of NT$133.6 billion and said it will add capacity around customers' AI projects.https://siliconsideline.com/blog/mps-record-quarter-enterprise-data-ai-server-powerhttps://siliconsideline.com/blog/mps-record-quarter-enterprise-data-ai-server-powerTue, 20 Oct 2026 12:00:00 -0400Monolithic Power Systems reported record revenue of $980.6 million, with Enterprise Data up 44.8% from the first quarter on AI and server power sales.https://siliconsideline.com/blog/mongodb-q2-revenue-up-30-percent-ai-use-caseshttps://siliconsideline.com/blog/mongodb-q2-revenue-up-30-percent-ai-use-casesTue, 20 Oct 2026 12:00:00 -0400MongoDB said on 1 September its revenue rose 30% to $771.8 million and cited early AI momentum. Its slides say AI-native customers are a small share of Atlas.https://siliconsideline.com/blog/mks-ai-driven-spending-orders-growinghttps://siliconsideline.com/blog/mks-ai-driven-spending-orders-growingTue, 20 Oct 2026 12:00:00 -0400MKS, which supplies chip-factory equipment and parts, reported $1.25 billion of revenue and said AI-driven spending is growing its orders fast.https://siliconsideline.com/blog/mistral-series-d-three-billion-euros-samsunghttps://siliconsideline.com/blog/mistral-series-d-three-billion-euros-samsungTue, 20 Oct 2026 12:00:00 -0400Mistral said on 8 September it raised 3 billion euros at a post-money valuation above 21 billion euros, to scale compute and infrastructure.https://siliconsideline.com/blog/minimax-first-half-revenue-up-283-percent-loss-model-inferencehttps://siliconsideline.com/blog/minimax-first-half-revenue-up-283-percent-loss-model-inferenceTue, 20 Oct 2026 12:00:00 -0400MiniMax reported first-half revenue of US$116.6 million, up 283.1%, a loss of US$358.0 million, and a cash balance of US$1,322.8 million at 30 June.https://siliconsideline.com/blog/microsoft-mistral-multibillion-europe-gpu-agreementhttps://siliconsideline.com/blog/microsoft-mistral-multibillion-europe-gpu-agreementTue, 20 Oct 2026 12:00:00 -0400Microsoft and Mistral said on 21 July that Microsoft will use part of Mistral's expanded European GPU capacity, a multibillion-dollar commitment.https://siliconsideline.com/blog/microsoft-azure-100-billion-backlog-678-billionhttps://siliconsideline.com/blog/microsoft-azure-100-billion-backlog-678-billionTue, 20 Oct 2026 12:00:00 -0400Microsoft said on 29 July Azure revenue passed $100 billion for the year, Azure grew 43%, and commercial backlog rose 84% to $678 billion.https://siliconsideline.com/blog/microsoft-329-billion-datacenter-leases-not-startedhttps://siliconsideline.com/blog/microsoft-329-billion-datacenter-leases-not-startedTue, 20 Oct 2026 12:00:00 -0400Microsoft's 29 July annual report shows $329.1 billion of leases, mainly for datacenters, not yet started, commencing between 2027 and 2033.https://siliconsideline.com/blog/micron-research-labs-10-billion-boisehttps://siliconsideline.com/blog/micron-research-labs-10-billion-boiseTue, 20 Oct 2026 12:00:00 -0400Micron, a top maker of AI memory chips, plans to spend $10 billion over ten years on a new research institution in Boise, Idaho.https://siliconsideline.com/blog/marvell-google-custom-chip-agreement-warranthttps://siliconsideline.com/blog/marvell-google-custom-chip-agreement-warrantTue, 20 Oct 2026 12:00:00 -0400Marvell will build custom AI chips for Google and gave Google a warrant for up to about 59 million shares that vests as Google purchases custom products.https://siliconsideline.com/blog/lumentum-revenue-doubles-ai-demand-guidancehttps://siliconsideline.com/blog/lumentum-revenue-doubles-ai-demand-guidanceTue, 20 Oct 2026 12:00:00 -0400Lumentum reported quarterly revenue of $1.01 billion, up from $480.7 million, and guided to $1.225 billion to $1.275 billion on AI demand.https://siliconsideline.com/blog/lenovo-record-server-revenue-ai-pipelinehttps://siliconsideline.com/blog/lenovo-record-server-revenue-ai-pipelineTue, 20 Oct 2026 12:00:00 -0400Lenovo said on 13 August its AI server pipeline reached $54 billion, its own measure, and AI-related revenue grew 60% to $9.3 billion, 35% of the group.https://siliconsideline.com/blog/lattice-record-revenue-ai-server-demandhttps://siliconsideline.com/blog/lattice-record-revenue-ai-server-demandTue, 20 Oct 2026 12:00:00 -0400Lattice Semiconductor reported record revenue of $201.1 million, up 62%, with new-product growth led by AI-related server demand.https://siliconsideline.com/blog/lambda-926-million-gpu-term-loanhttps://siliconsideline.com/blog/lambda-926-million-gpu-term-loanTue, 20 Oct 2026 12:00:00 -0400Lambda said on 27 August it closed a $926 million term loan to purchase GPUs for a committed customer, graded Baa2 by Moody's.https://siliconsideline.com/blog/lambda-1-billion-fixed-rate-gpu-financinghttps://siliconsideline.com/blog/lambda-1-billion-fixed-rate-gpu-financingTue, 20 Oct 2026 12:00:00 -0400Lambda said on 1 October it closed a $1 billion fixed-rate delayed-draw loan, to be drawn only as its GPU clusters enter service.https://siliconsideline.com/blog/lam-research-record-june-quarter-2026-guide-8-1-billionhttps://siliconsideline.com/blog/lam-research-record-june-quarter-2026-guide-8-1-billionTue, 20 Oct 2026 12:00:00 -0400Lam Research, which makes machines used to build chips, reported record revenue and guided sharply higher, citing AI-driven demand.https://siliconsideline.com/blog/kodiak-ai-35-driverless-trucks-q2-2026https://siliconsideline.com/blog/kodiak-ai-35-driverless-trucks-q2-2026Tue, 20 Oct 2026 12:00:00 -0400Kodiak AI says its customer Atlas now runs 35 of its trucks with no person in the cab, and it targets a driverless long-haul launch by year-end.https://siliconsideline.com/blog/kla-q4-fy2026-revenue-guide-4-billion-ai-infrastructurehttps://siliconsideline.com/blog/kla-q4-fy2026-revenue-guide-4-billion-ai-infrastructureTue, 20 Oct 2026 12:00:00 -0400KLA, which makes tools that inspect chips during manufacturing, reported higher revenue and guided up, saying AI infrastructure is driving demand.https://siliconsideline.com/blog/kioxia-record-quarter-ai-data-center-nand-demandhttps://siliconsideline.com/blog/kioxia-record-quarter-ai-data-center-nand-demandTue, 20 Oct 2026 12:00:00 -0400Kioxia, a Japanese NAND memory maker, reported record quarterly revenue of 1.77 trillion yen, crediting AI data center demand.https://siliconsideline.com/blog/jcet-record-first-half-profit-up-79-percent-ai-demandhttps://siliconsideline.com/blog/jcet-record-first-half-profit-up-79-percent-ai-demandTue, 20 Oct 2026 12:00:00 -0400JCET, a chip packaging company in China, reported record first-half revenue and profit up 79.4%, crediting AI infrastructure demand.https://siliconsideline.com/blog/iren-horizon-1-delivered-to-microsofthttps://siliconsideline.com/blog/iren-horizon-1-delivered-to-microsoftTue, 20 Oct 2026 12:00:00 -0400IREN said on 13 August that Horizon 1, the first of four 50MW liquid-cooled AI blocks for Microsoft in Texas, has been delivered and accepted.https://siliconsideline.com/blog/iren-fy26-results-gpu-financings-frontier-labhttps://siliconsideline.com/blog/iren-fy26-results-gpu-financings-frontier-labTue, 20 Oct 2026 12:00:00 -0400IREN said on 27 August its AI Cloud revenue rose about eightfold, but it reported a $702.6 million net loss against $86.9 million of net income a year earlier.https://siliconsideline.com/blog/iren-2-8-billion-contracts-run-rate-target-4-billionhttps://siliconsideline.com/blog/iren-2-8-billion-contracts-run-rate-target-4-billionTue, 20 Oct 2026 12:00:00 -0400IREN said on 20 July it signed $2.8 billion of new multi-year AI Cloud contracts and raised its 2026 run-rate revenue target to more than $4 billion.https://siliconsideline.com/blog/intel-q2-2026-ai-compute-demand-free-cash-flowhttps://siliconsideline.com/blog/intel-q2-2026-ai-compute-demand-free-cash-flowTue, 20 Oct 2026 12:00:00 -0400Intel's CEO says AI is driving unprecedented demand for compute. Revenue rose 25% to $16.1 billion and Data Center and AI revenue rose 59%.https://siliconsideline.com/blog/ibm-together-ai-240-million-b300-clusterhttps://siliconsideline.com/blog/ibm-together-ai-240-million-b300-clusterTue, 20 Oct 2026 12:00:00 -0400IBM said on 11 August it has a $240 million multi-year deal to build an NVIDIA B300 inference cluster for Together AI, due in Q1 2027.https://siliconsideline.com/blog/hpe-record-revenue-hyperscaler-inferencing-awardhttps://siliconsideline.com/blog/hpe-record-revenue-hyperscaler-inferencing-awardTue, 20 Oct 2026 12:00:00 -0400HPE reported record revenue of $12.2 billion on 2 September and said it won a multi-billion-dollar server award from an unnamed hyperscaler for inferencing.https://siliconsideline.com/blog/horizon-robotics-first-half-revenue-up-32-9-percent-operating-losshttps://siliconsideline.com/blog/horizon-robotics-first-half-revenue-up-32-9-percent-operating-lossTue, 20 Oct 2026 12:00:00 -0400Horizon Robotics reported first-half revenue of RMB2,055.0 million, up 32.9%, an operating loss of RMB1,671.5 million, and cash of RMB14.9 billion.https://siliconsideline.com/blog/hesai-q2-lidar-shipments-628k-guidance-raisedhttps://siliconsideline.com/blog/hesai-q2-lidar-shipments-628k-guidance-raisedTue, 20 Oct 2026 12:00:00 -0400Hesai, a Chinese lidar maker, shipped 628,275 units in Q2, guided Q3 revenue up 38% to 45% and raised its growth-business target.https://siliconsideline.com/blog/hamamatsu-photonics-raises-forecast-ai-data-center-spendinghttps://siliconsideline.com/blog/hamamatsu-photonics-raises-forecast-ai-data-center-spendingTue, 20 Oct 2026 12:00:00 -0400Hamamatsu raised its full-year forecasts to JPY239,000 million net sales and JPY22,000 million operating profit, citing AI data center spending.https://siliconsideline.com/blog/groq-350-million-series-ahttps://siliconsideline.com/blog/groq-350-million-series-aTue, 20 Oct 2026 12:00:00 -0400Groq announced on 17 August a $350 million Series A led by Disruptive at a $3.5 billion valuation. The release says it is subject to closing conditions.https://siliconsideline.com/blog/google-13-billion-euro-finland-commitmenthttps://siliconsideline.com/blog/google-13-billion-euro-finland-commitmentTue, 20 Oct 2026 12:00:00 -0400Google said on 9 September it will put EUR 13 billion in Finland over two years, including data center spending, a nuclear power deal and a battery.https://siliconsideline.com/blog/globalfoundries-second-quarter-optical-networking-aihttps://siliconsideline.com/blog/globalfoundries-second-quarter-optical-networking-aiTue, 20 Oct 2026 12:00:00 -0400GlobalFoundries said its data center communications business, about 16% of revenue, grew over 60% from a year earlier on optical networking demand.https://siliconsideline.com/blog/gds-second-quarter-2026-resultshttps://siliconsideline.com/blog/gds-second-quarter-2026-resultsTue, 20 Oct 2026 12:00:00 -0400GDS reported second-quarter revenue of RMB3.09 billion on 13 August and raised its 2026 revenue guidance to RMB12.7 billion to RMB13.0 billion.https://siliconsideline.com/blog/foxconn-record-quarter-ai-rack-shipmentshttps://siliconsideline.com/blog/foxconn-record-quarter-ai-rack-shipmentsTue, 20 Oct 2026 12:00:00 -0400Foxconn reported record second-quarter revenue of NT$2.53 trillion on 12 August and expects AI rack shipments to more than double this year.https://siliconsideline.com/blog/formfactor-teradyne-chip-test-collaboration-300mhttps://siliconsideline.com/blog/formfactor-teradyne-chip-test-collaboration-300mTue, 20 Oct 2026 12:00:00 -0400FormFactor and Teradyne will work together on testing chips for AI and memory, and Teradyne agreed to put $300 million into FormFactor.https://siliconsideline.com/blog/firmus-openai-malaysia-compute-partnershiphttps://siliconsideline.com/blog/firmus-openai-malaysia-compute-partnershipTue, 20 Oct 2026 12:00:00 -0400Firmus and OpenAI said on 8 September that OpenAI will contract dedicated AI compute from two Firmus sites in Malaysia, lifting Firmus above 900 MW contracted.https://siliconsideline.com/blog/figure-nscale-compute-deal-robotshttps://siliconsideline.com/blog/figure-nscale-compute-deal-robotsTue, 20 Oct 2026 12:00:00 -0400Nscale and robot maker Figure signed a multi-year deal that starts with a $3.5 billion compute commitment, with chips targeted from the second half of 2027.https://siliconsideline.com/blog/equinix-second-quarter-2026-guidance-raisehttps://siliconsideline.com/blog/equinix-second-quarter-2026-guidance-raiseTue, 20 Oct 2026 12:00:00 -0400Equinix reported second-quarter revenue of $2.625 billion on 29 July, said monthly recurring revenue grew 11%, and raised its 2026 revenue guidance.https://siliconsideline.com/blog/equinix-cpp-complete-atnorth-acquisitionhttps://siliconsideline.com/blog/equinix-cpp-complete-atnorth-acquisitionTue, 20 Oct 2026 12:00:00 -0400Equinix and CPP said on 2 September they completed the US$4 billion atNorth data center deal, with Equinix holding about 34% for US$895 million.https://siliconsideline.com/blog/eoptolink-first-half-revenue-doubles-ai-computinghttps://siliconsideline.com/blog/eoptolink-first-half-revenue-doubles-ai-computingTue, 20 Oct 2026 12:00:00 -0400Eoptolink, a Chinese optical module maker, reported first-half revenue of RMB20.91 billion, up 100.34%, and credits AI computing spending.https://siliconsideline.com/blog/elevenlabs-300-million-tender-22-billionhttps://siliconsideline.com/blog/elevenlabs-300-million-tender-22-billionTue, 20 Oct 2026 12:00:00 -0400ElevenLabs said on 30 September a $300 million employee tender values it at $22 billion, and its agents handle over 15 million chats a week.https://siliconsideline.com/blog/ecolab-second-quarter-2026-global-high-techhttps://siliconsideline.com/blog/ecolab-second-quarter-2026-global-high-techTue, 20 Oct 2026 12:00:00 -0400Ecolab's Global High-Tech grew 29% organically on 28 July. Its 2 July release calls AI infrastructure and computing 'the fastest-growing market in the world'.https://siliconsideline.com/blog/eaton-col-group-acquisitionhttps://siliconsideline.com/blog/eaton-col-group-acquisitionTue, 20 Oct 2026 12:00:00 -0400Eaton said on 25 September it will acquire Italy's COL Group for an enterprise value of €810 million, adding European data center and utility power capacity.https://siliconsideline.com/blog/digital-realty-turkiye-joint-venturehttps://siliconsideline.com/blog/digital-realty-turkiye-joint-ventureTue, 20 Oct 2026 12:00:00 -0400Digital Realty and Rönesans Infrastructure announced a Türkiye joint venture on 14 September, starting with an Ankara data center of more than 22 MW.https://siliconsideline.com/blog/dell-record-ai-orders-and-backloghttps://siliconsideline.com/blog/dell-record-ai-orders-and-backlogTue, 20 Oct 2026 12:00:00 -0400Dell reported on 1 September record AI server orders of $60.9 billion and a $95 billion backlog, and raised its AI server revenue outlook to $74 billion.https://siliconsideline.com/blog/cxmt-first-half-revenue-up-873-percent-dram-ai-demandhttps://siliconsideline.com/blog/cxmt-first-half-revenue-up-873-percent-dram-ai-demandTue, 20 Oct 2026 12:00:00 -0400CXMT, China's leading DRAM maker, reported first-half revenue of 150.31 billion yuan, up 873.64%, and cited tight supply and AI demand.https://siliconsideline.com/blog/crusoe-thinking-machines-65-million-inferencehttps://siliconsideline.com/blog/crusoe-thinking-machines-65-million-inferenceTue, 20 Oct 2026 12:00:00 -0400Crusoe and Thinking Machines Lab said on 23 September they have a $65 million annual agreement to run the lab's open-model inference on Crusoe Cloud.https://siliconsideline.com/blog/crusoe-3-9-billion-series-fhttps://siliconsideline.com/blog/crusoe-3-9-billion-series-fTue, 20 Oct 2026 12:00:00 -0400Crusoe said on 17 September it has done the initial closing of a $3.9 billion Series F at a $30.9 billion valuation, citing over $140 billion in contracts.https://siliconsideline.com/blog/crowdstrike-record-net-new-arr-raises-outlookhttps://siliconsideline.com/blog/crowdstrike-record-net-new-arr-raises-outlookTue, 20 Oct 2026 12:00:00 -0400CrowdStrike says it added a record $333 million of new annual recurring revenue and raised its full-year growth outlook for new business to 34%.https://siliconsideline.com/blog/credo-first-quarter-revenue-up-114-7-percent-ai-infrastructurehttps://siliconsideline.com/blog/credo-first-quarter-revenue-up-114-7-percent-ai-infrastructureTue, 20 Oct 2026 12:00:00 -0400Credo reported first-quarter revenue of $479.0 million, up 114.7%, and said it will keep supplying data-center connectivity as AI infrastructure scales.https://siliconsideline.com/blog/corning-optical-sales-up-32-percent-gen-ai-productshttps://siliconsideline.com/blog/corning-optical-sales-up-32-percent-gen-ai-productsTue, 20 Oct 2026 12:00:00 -0400Corning reported optical sales up 32% to $2.07 billion, with Gen AI product sales growing significantly faster. Core sales were $4.74 billion.https://siliconsideline.com/blog/coreweave-backlog-104-billion-4-2-gigawattshttps://siliconsideline.com/blog/coreweave-backlog-104-billion-4-2-gigawattsTue, 20 Oct 2026 12:00:00 -0400CoreWeave said revenue rose 112% to $2.6 billion with a $104 billion backlog, but swung to a $49 million operating loss from $19 million of income.https://siliconsideline.com/blog/coreweave-2-6-billion-term-loan-ai-infrastructurehttps://siliconsideline.com/blog/coreweave-2-6-billion-term-loan-ai-infrastructureTue, 20 Oct 2026 12:00:00 -0400CoreWeave said on 10 August it closed a $2.6 billion term loan backed by customer contracts, with a five-year maturity, to expand its AI cloud.https://siliconsideline.com/blog/coherent-record-revenue-ai-datacenter-opticshttps://siliconsideline.com/blog/coherent-record-revenue-ai-datacenter-opticsTue, 20 Oct 2026 12:00:00 -0400Coherent reported record quarterly revenue of $2.05 billion, up 34%, tied to AI datacenters moving to optics, and guided to $2.2 billion to $2.4 billion.https://siliconsideline.com/blog/cohere-aleph-alpha-definitive-agreementhttps://siliconsideline.com/blog/cohere-aleph-alpha-definitive-agreementTue, 20 Oct 2026 12:00:00 -0400Cohere and Aleph Alpha said on 16 September they signed a definitive agreement to combine, creating a company of more than 1,000 employees.https://siliconsideline.com/blog/cognition-raises-2-billion-devinhttps://siliconsideline.com/blog/cognition-raises-2-billion-devinTue, 20 Oct 2026 12:00:00 -0400Cognition, maker of the Devin coding agent, raised over $2 billion at a $48 billion valuation on 8 September and says its run-rate revenue is near $900 million.https://siliconsideline.com/blog/cognex-q2-record-revenue-2026-guidance-onevisionhttps://siliconsideline.com/blog/cognex-q2-record-revenue-2026-guidance-onevisionTue, 20 Oct 2026 12:00:00 -0400Cognex, a maker of machine vision for factories, reported record revenue of $291 million and guided to $1.13 to $1.15 billion for 2026.https://siliconsideline.com/blog/cisco-hyperscaler-ai-orders-9-billion-fiscal-2026https://siliconsideline.com/blog/cisco-hyperscaler-ai-orders-9-billion-fiscal-2026Tue, 20 Oct 2026 12:00:00 -0400Cisco, the networking company, said orders for AI infrastructure from the largest cloud companies reached $9.3 billion in its fiscal year.https://siliconsideline.com/blog/cerebras-q2-2026-25-4-billion-remaining-performance-obligationshttps://siliconsideline.com/blog/cerebras-q2-2026-25-4-billion-remaining-performance-obligationsTue, 20 Oct 2026 12:00:00 -0400Cerebras, an AI chip maker, reported its first results as a public company, with $25.4 billion of contracted future revenue.https://siliconsideline.com/blog/celestica-equity-offering-august-2026https://siliconsideline.com/blog/celestica-equity-offering-august-2026Tue, 20 Oct 2026 12:00:00 -0400Celestica said on 7 August it completed its equity offering, raising about $3.45 billion in gross proceeds to fund growth and capital spending.https://siliconsideline.com/blog/california-approves-waymo-18-county-expansionhttps://siliconsideline.com/blog/california-approves-waymo-18-county-expansionTue, 20 Oct 2026 12:00:00 -0400The CPUC's consumer protection division approved Waymo on 14 August to expand driverless service in California. The Los Angeles Times counts 18 counties.https://siliconsideline.com/blog/cadence-q2-2026-backlog-8-1-billion-outlook-raisedhttps://siliconsideline.com/blog/cadence-q2-2026-backlog-8-1-billion-outlook-raisedTue, 20 Oct 2026 12:00:00 -0400Cadence, whose software is used to design chips, reported higher revenue and a record backlog, and raised its 2026 outlook citing AI demand.https://siliconsideline.com/blog/blue-origin-florida-pads-upper-stage-factoryhttps://siliconsideline.com/blog/blue-origin-florida-pads-upper-stage-factoryTue, 20 Oct 2026 12:00:00 -0400Blue Origin said it plans a $330 million expansion at its 1.37-million-square-foot Rocket Park manufacturing campus to build New Glenn upper stages.https://siliconsideline.com/blog/blue-origin-constellation-park-texas-campushttps://siliconsideline.com/blog/blue-origin-constellation-park-texas-campusTue, 20 Oct 2026 12:00:00 -0400Blue Origin announced on 8 October a 1.3-million-square-foot Texas campus. Texas says it is a $554.78 million funding adding over 2,000 jobs.https://siliconsideline.com/blog/bloom-energy-q2-revenue-up-166-percent-hyperscalers-approvehttps://siliconsideline.com/blog/bloom-energy-q2-revenue-up-166-percent-hyperscalers-approveTue, 20 Oct 2026 12:00:00 -0400Bloom Energy said on 28 July that revenue rose 166% to $1.065 billion, raised 2026 guidance and cited approval by all the major US hyperscalers.https://siliconsideline.com/blog/besi-orders-more-than-double-ai-computinghttps://siliconsideline.com/blog/besi-orders-more-than-double-ai-computingTue, 20 Oct 2026 12:00:00 -0400Besi, a chip-assembly equipment maker, said Q2 orders more than doubled, particularly for AI computing, and AI is about 60% of first-half orders.https://siliconsideline.com/blog/baidu-gpu-cloud-revenue-up-283-percent-total-revenue-down-4-percenthttps://siliconsideline.com/blog/baidu-gpu-cloud-revenue-up-283-percent-total-revenue-down-4-percentTue, 20 Oct 2026 12:00:00 -0400Baidu says GPU Cloud revenue rose 283% on AI computing demand. Total revenue fell 4%. Free cash flow was negative RMB 7,954M, from negative 4,677M a year ago.https://siliconsideline.com/blog/axt-lumentum-six-year-indium-phosphide-capacity-dealhttps://siliconsideline.com/blog/axt-lumentum-six-year-indium-phosphide-capacity-dealTue, 20 Oct 2026 12:00:00 -0400AXT signed a six-year deal to reserve indium phosphide wafer capacity for Lumentum, backed by two deposits of $43.5 million each.https://siliconsideline.com/blog/aurora-second-generation-driverless-trucks-200-by-year-endhttps://siliconsideline.com/blog/aurora-second-generation-driverless-trucks-200-by-year-endTue, 20 Oct 2026 12:00:00 -0400Aurora, a US self-driving truck company, launched second-generation driverless trucks and plans to run 200 by the end of 2026.https://siliconsideline.com/blog/astera-labs-record-quarter-ai-networking-outlookhttps://siliconsideline.com/blog/astera-labs-record-quarter-ai-networking-outlookTue, 20 Oct 2026 12:00:00 -0400Astera Labs, which makes connectivity chips for AI data-center racks, reported record revenue and guided to a much larger third quarter.https://siliconsideline.com/blog/asm-international-record-quarter-ai-2027-outlookhttps://siliconsideline.com/blog/asm-international-record-quarter-ai-2027-outlookTue, 20 Oct 2026 12:00:00 -0400ASM International, which makes chip-factory equipment, reported record revenue of about 1 billion euros and raised its 2027 view on AI demand.https://siliconsideline.com/blog/ase-q2-2026-advanced-packaging-ahead-of-targethttps://siliconsideline.com/blog/ase-q2-2026-advanced-packaging-ahead-of-targetTue, 20 Oct 2026 12:00:00 -0400ASE, which assembles and tests chips, said its advanced packaging for AI is ahead of its $3.5 billion target and it aims to double it in 2027.https://siliconsideline.com/blog/arm-record-q1-fy2027-agi-cpu-demand-2-billionhttps://siliconsideline.com/blog/arm-record-q1-fy2027-agi-cpu-demand-2-billionTue, 20 Oct 2026 12:00:00 -0400Arm, the chip designer behind most phone chips, says demand for its first own-brand data-center chip now tops $2 billion.https://siliconsideline.com/blog/arista-first-3-billion-quarter-ai-networking-targethttps://siliconsideline.com/blog/arista-first-3-billion-quarter-ai-networking-targetTue, 20 Oct 2026 12:00:00 -0400Arista, a maker of AI data-center networking, reported its first $3 billion quarter and raised its 2026 sales outlook to $12.6 billion.https://siliconsideline.com/blog/applied-optoelectronics-record-revenue-demand-above-capacityhttps://siliconsideline.com/blog/applied-optoelectronics-record-revenue-demand-above-capacityTue, 20 Oct 2026 12:00:00 -0400Applied Optoelectronics reported record Q2 revenue of $191.9 million, against $103.0 million a year earlier, and guided Q3 to $255 million to $290 million.https://siliconsideline.com/blog/applied-materials-record-q3-fy2026-guide-10-25-billionhttps://siliconsideline.com/blog/applied-materials-record-q3-fy2026-guide-10-25-billionTue, 20 Oct 2026 12:00:00 -0400Applied Materials, a top maker of chip-factory equipment, reported record revenue, guided higher and said AI is driving unprecedented demand.https://siliconsideline.com/blog/applied-digital-fiscal-first-quarter-2027-resultshttps://siliconsideline.com/blog/applied-digital-fiscal-first-quarter-2027-resultsTue, 20 Oct 2026 12:00:00 -0400Applied Digital reported quarterly revenue of $341.9 million on 7 October, up 322%, and disclosed a 1,200 MW gas power agreement and a Finland power option.https://siliconsideline.com/blog/applied-digital-fiscal-2026-resultshttps://siliconsideline.com/blog/applied-digital-fiscal-2026-resultsTue, 20 Oct 2026 12:00:00 -0400Applied Digital reported fiscal 2026 revenue of $611.3 million on 27 July, up 167%, with a net loss of $249.2 million and two senior note offerings listed.https://siliconsideline.com/blog/anduril-navy-submarine-contract-shipyardhttps://siliconsideline.com/blog/anduril-navy-submarine-contract-shipyardTue, 20 Oct 2026 12:00:00 -0400Anduril received a US Navy contract worth up to $2.9 billion for submarine parts and plans a $3.7 billion Maryland shipyard, per state and company statements.https://siliconsideline.com/blog/analog-devices-to-acquire-alif-semiconductor-edge-aihttps://siliconsideline.com/blog/analog-devices-to-acquire-alif-semiconductor-edge-aiTue, 20 Oct 2026 12:00:00 -0400Analog Devices agreed to acquire Alif Semiconductor, a maker of AI-native edge processors, for $1.35 billion in cash, plus up to $200 million.https://siliconsideline.com/blog/amphenol-record-sales-ai-datacom-growthhttps://siliconsideline.com/blog/amphenol-record-sales-ai-datacom-growthTue, 20 Oct 2026 12:00:00 -0400Amphenol reported record sales of $8.8 billion, up 55%, with IT datacom growth driven by AI products, and record orders of $10.7 billion.https://siliconsideline.com/blog/american-tower-second-quarter-2026-results-coresitehttps://siliconsideline.com/blog/american-tower-second-quarter-2026-results-coresiteTue, 20 Oct 2026 12:00:00 -0400American Tower reported second-quarter revenue of $2,749 million on 28 July, cited record CoreSite leasing and raised its outlook for the second time this year.https://siliconsideline.com/blog/amd-record-q2-2026-data-center-6-7-billionhttps://siliconsideline.com/blog/amd-record-q2-2026-data-center-6-7-billionTue, 20 Oct 2026 12:00:00 -0400AMD, a major maker of AI and server chips, reported record revenue of $11.5 billion, with sales to data centers more than doubling.https://siliconsideline.com/blog/amd-anthropic-two-gigawatt-instinct-partnershiphttps://siliconsideline.com/blog/amd-anthropic-two-gigawatt-instinct-partnershipTue, 20 Oct 2026 12:00:00 -0400AMD and Anthropic said on 22 July they will deploy up to 2 gigawatts of AMD MI450 GPUs from 2027, and AMD committed up to $5 billion for a share of Anthropic.https://siliconsideline.com/blog/amazon-aws-37-percent-growth-ai-25-billionhttps://siliconsideline.com/blog/amazon-aws-37-percent-growth-ai-25-billionTue, 20 Oct 2026 12:00:00 -0400Amazon said on 30 July AWS sales grew 37% to $42.2 billion, while trailing free cash flow swung from an $18.2 billion inflow to a $7.6 billion outflow.https://siliconsideline.com/blog/alphabet-google-cloud-82-percent-growth-aihttps://siliconsideline.com/blog/alphabet-google-cloud-82-percent-growth-aiTue, 20 Oct 2026 12:00:00 -0400Alphabet said on 22 July Google Cloud revenue rose 82% to $24.8 billion on AI demand, and it raised $49.6 billion of equity in June.https://siliconsideline.com/blog/alibaba-ai-cloud-revenue-capital-expenditure-june-quarter-2026https://siliconsideline.com/blog/alibaba-ai-cloud-revenue-capital-expenditure-june-quarter-2026Tue, 20 Oct 2026 12:00:00 -0400Alibaba reported June-quarter AI Cloud and Compute Services revenue of RMB48,437 million and capital expenditures of RMB67,678 million, up 75%.https://siliconsideline.com/blog/agility-robotics-2025-sales-operating-losshttps://siliconsideline.com/blog/agility-robotics-2025-sales-operating-lossTue, 20 Oct 2026 12:00:00 -0400Agility Robotics' SEC filing shows $1.8 million in 2025 sales, a $140 million operating loss and a going-concern warning that excludes its merger.https://siliconsideline.com/blog/agibot-20000th-robot-chimelong-deploymenthttps://siliconsideline.com/blog/agibot-20000th-robot-chimelong-deploymentTue, 20 Oct 2026 12:00:00 -0400AgiBot said on 24 September it marked its 20,000th robot built and launched a deployment of more than 300 robots at Chimelong Spaceship Park in China.https://siliconsideline.com/blog/aep-69-gw-contracted-load-hyperscalers-data-centershttps://siliconsideline.com/blog/aep-69-gw-contracted-load-hyperscalers-data-centersTue, 20 Oct 2026 12:00:00 -0400AEP said on 30 July it signed another 6 GW of load agreements, for 69 GW through 2030, including hyperscalers and data centers.https://siliconsideline.com/blog/advantest-raises-forecast-ai-chip-testing-demandhttps://siliconsideline.com/blog/advantest-raises-forecast-ai-chip-testing-demandTue, 20 Oct 2026 12:00:00 -0400Advantest, which makes machines that test chips, raised its full-year sales forecast and said AI chip testing demand is stronger than it expected in April.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexMon, 19 Oct 2026 16:30:00 -0400The AI Economy Index finished up 1.1 percent.https://siliconsideline.com/blog/microsoft-exits-nscale-loughton-ai-data-centerhttps://siliconsideline.com/blog/microsoft-exits-nscale-loughton-ai-data-centerMon, 19 Oct 2026 12:00:00 -0400UK media report Microsoft has ended its deal at Nscale's Loughton site after the grid said it could not supply enough power until the early to mid-2030s.https://siliconsideline.com/articles/2026/10/19/google-entergy-arkansas-west-memphishttps://siliconsideline.com/articles/2026/10/19/google-entergy-arkansas-west-memphisMon, 19 Oct 2026 12:00:00 -0400Entergy Arkansas says Google will cover new solar, batteries and grid upgrades for phase two of its West Memphis campus. State approval is still pending.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexFri, 16 Oct 2026 16:30:00 -0400The AI Economy Index finished down 3.2 percent.https://siliconsideline.com/blog/microsoft-nisource-indiana-power-dealhttps://siliconsideline.com/blog/microsoft-nisource-indiana-power-dealFri, 16 Oct 2026 12:00:00 -0400NiSource says Microsoft signed a 20-year deal from 2028 that adds about 1,100 MW of new power for its Indiana campus, with Microsoft paying for it.https://siliconsideline.com/blog/anthropic-everwind-nova-scotia-data-centerhttps://siliconsideline.com/blog/anthropic-everwind-nova-scotia-data-centerFri, 16 Oct 2026 12:00:00 -0400Anthropic says it is the tenant at EverWind's planned Nova Scotia campus. The first 95 MW phase is due in late 2027, and nothing is built yet.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexThu, 15 Oct 2026 16:30:00 -0400The AI Economy Index finished down 0.9 percent.https://siliconsideline.com/blog/volta-ai-loan-repriced-95-centshttps://siliconsideline.com/blog/volta-ai-loan-repriced-95-centsThu, 15 Oct 2026 12:00:00 -0400Bloomberg says JPMorgan and Goldman sold the loan at 95 cents on the dollar, with yields past 11%, to reportedly fund Anthropic compute in Norway.https://siliconsideline.com/blog/tsmc-q3-2026-ai-demand-raises-outlookhttps://siliconsideline.com/blog/tsmc-q3-2026-ai-demand-raises-outlookThu, 15 Oct 2026 12:00:00 -0400TSMC now expects 2026 sales to grow about 44%, and the company says demand stays strong while it keeps its $60 billion to $64 billion factory budget.https://siliconsideline.com/blog/meta-mason-county-kentucky-data-centerhttps://siliconsideline.com/blog/meta-mason-county-kentucky-data-centerThu, 15 Oct 2026 12:00:00 -0400The county release says $10 billion to start, but officials said about $15 billion. Phase one is 396 MW, and state incentives are still pending.https://siliconsideline.com/blog/character-ai-files-chapter-11-salehttps://siliconsideline.com/blog/character-ai-files-chapter-11-saleThu, 15 Oct 2026 12:00:00 -0400Character.AI says high costs plus possible lawsuit and regulatory liabilities left it short of cash. Disney is the opening bidder for a license to its tech.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexWed, 14 Oct 2026 16:30:00 -0400The AI Economy Index finished down 3.8 percent.https://siliconsideline.com/blog/ferc-rejects-pjm-large-load-plan-irashttps://siliconsideline.com/blog/ferc-rejects-pjm-large-load-plan-irasWed, 14 Oct 2026 12:00:00 -0400FERC's 9 Oct order threw out PJM's plan to let data centers plug in early, keeping only a 50 MW large-load definition and a registry. PJM may refile.https://siliconsideline.com/blog/camtek-ai-packaging-orders-2027-outlookhttps://siliconsideline.com/blog/camtek-ai-packaging-orders-2027-outlookWed, 14 Oct 2026 12:00:00 -0400Camtek, which checks chips for defects, says AI packaging orders give it an early 2027 sales outlook of over $800 million, up more than 35%.https://siliconsideline.com/blog/asml-ai-demand-outruns-chip-tool-supply-2028https://siliconsideline.com/blog/asml-ai-demand-outruns-chip-tool-supply-2028Wed, 14 Oct 2026 12:00:00 -0400ASML says AI-driven demand means its planned tool supply won't fully meet customers' needs in 2027 or 2028, and some already want slots for 2030.https://siliconsideline.com/blog/aep-google-wyoming-fuel-cell-power-dealhttps://siliconsideline.com/blog/aep-google-wyoming-fuel-cell-power-dealWed, 14 Oct 2026 12:00:00 -0400AEP says it will spend about $4 billion on a 702 MW Bloom fuel cell plant near Cheyenne, Wyoming, with Google taking the power for 20 years.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexTue, 13 Oct 2026 16:30:00 -0400The AI Economy Index finished down 0.4 percent.https://siliconsideline.com/blog/amd-credit-support-fermi-texas-ai-data-center-leasehttps://siliconsideline.com/blog/amd-credit-support-fermi-texas-ai-data-center-leaseTue, 13 Oct 2026 12:00:00 -0400Fermi says AMD signed a credit support agreement behind a 222 MW AI data center lease in Texas whose tenant runs only AMD chips. AMD's share wasn't disclosed.https://siliconsideline.com/blog/airtrunk-singapore-reit-ipo-delayedhttps://siliconsideline.com/blog/airtrunk-singapore-reit-ipo-delayedTue, 13 Oct 2026 12:00:00 -0400Reuters, citing people familiar, and the WSJ say the Blackstone-backed data center company paused a listing of about $1.5bn. The company has not confirmed it.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexMon, 12 Oct 2026 16:30:00 -0400The AI Economy Index finished down 1.7 percent.https://siliconsideline.com/blog/microsoft-maia-multi-gigawatt-inference-chipshttps://siliconsideline.com/blog/microsoft-maia-multi-gigawatt-inference-chipsMon, 12 Oct 2026 12:00:00 -0400Microsoft says its in-house Maia chips will become the main system running AI answers for its products, scaling to multiple gigawatts starting in 2027.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexFri, 09 Oct 2026 16:30:00 -0400The AI Economy Index finished up 1.0 percent.https://siliconsideline.com/blog/softbank-gulf-100bn-ai-fundhttps://siliconsideline.com/blog/softbank-gulf-100bn-ai-fundFri, 09 Oct 2026 12:00:00 -0400The FT, citing people familiar, says early talks include the UAE. The fund would acquire companies and improve them with AI. SoftBank declined to comment.https://siliconsideline.com/blog/openai-run-rate-50bn-not-70bnhttps://siliconsideline.com/blog/openai-run-rate-50bn-not-70bnFri, 09 Oct 2026 12:00:00 -0400The FT, Bloomberg and CNBC put OpenAI's annualized revenue near $50bn. CNBC's source says the earlier ~$70bn counted partner sales gross, as Anthropic does.https://siliconsideline.com/blog/globalfoundries-tsmc-silicon-interposers-maltahttps://siliconsideline.com/blog/globalfoundries-tsmc-silicon-interposers-maltaFri, 09 Oct 2026 12:00:00 -0400GF says the multi-year $2 billion deal will make Malta the first U.S. source of silicon interposers for advanced packaging, with volume output from 1H 2028.https://siliconsideline.com/blog/firmus-asx-ipo-withdrawn-private-marketshttps://siliconsideline.com/blog/firmus-asx-ipo-withdrawn-private-marketsFri, 09 Oct 2026 12:00:00 -0400The Nvidia-backed AI data center company says it pulled its ASX listing application, citing market conditions, and will pursue private funding instead.https://siliconsideline.com/blog/finland-pauses-google-data-center-site-workhttps://siliconsideline.com/blog/finland-pauses-google-data-center-site-workFri, 09 Oct 2026 12:00:00 -0400Finland's licensing agency told Google's subsidiary to stop site preparation at Muhos and Kajaani by 23 October. Google says it fell short of its own standards.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexThu, 08 Oct 2026 16:30:00 -0400The AI Economy Index finished down 2.3 percent.https://siliconsideline.com/blog/samsung-q3-2026-80-billion-operating-profithttps://siliconsideline.com/blog/samsung-q3-2026-80-billion-operating-profitThu, 08 Oct 2026 12:00:00 -0400Samsung's preliminary guidance puts third-quarter operating profit at 107.4 trillion won, up from 12.17 trillion a year earlier, on sales of 195 trillion won.https://siliconsideline.com/blog/firmus-ipo-postpone-private-roundhttps://siliconsideline.com/blog/firmus-ipo-postpone-private-roundThu, 08 Oct 2026 12:00:00 -0400Bloomberg reports the Nvidia-backed data center company plans to delay its ASX listing and is talking to existing and new backers about private capital instead.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexWed, 07 Oct 2026 16:30:00 -0400The AI Economy Index finished down 1.1 percent.https://siliconsideline.com/blog/spacex-40bn-debt-nvidia-chips-apollohttps://siliconsideline.com/blog/spacex-40bn-debt-nvidia-chips-apolloWed, 07 Oct 2026 12:00:00 -0400The FT and Bloomberg, citing people familiar, say Apollo is expected to lead a mix of bank loans and investment-grade debt. Bloomberg says the talks are early.https://siliconsideline.com/blog/firmus-ipo-price-cut-weak-demand-southgatehttps://siliconsideline.com/blog/firmus-ipo-price-cut-weak-demand-southgateWed, 07 Oct 2026 12:00:00 -0400The Nvidia-backed data center builder for Meta and OpenAI lowered its share price from A$11 to A$9 during the bookbuild, per the Australian Financial Review.https://siliconsideline.com/blog/coreweave-adaniconnex-india-240mwhttps://siliconsideline.com/blog/coreweave-adaniconnex-india-240mwWed, 07 Oct 2026 12:00:00 -0400CoreWeave plans 240 MW across three buildings at AdaniConneX's Navi Mumbai campus, with NVIDIA Vera Rubin and first capacity expected in mid-2028.https://siliconsideline.com/blog/broadcom-50bn-openai-chip-financing-apollo-blackstonehttps://siliconsideline.com/blog/broadcom-50bn-openai-chip-financing-apollo-blackstoneWed, 07 Oct 2026 12:00:00 -0400The WSJ, citing people familiar, says Apollo and Blackstone are among lenders in talks. The talks are early and the size could still change.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexTue, 06 Oct 2026 16:30:00 -0400The AI Economy Index finished up 1.1 percent.https://siliconsideline.com/blog/volta-jpmorgan-5bn-loan-anthropic-norwayhttps://siliconsideline.com/blog/volta-jpmorgan-5bn-loan-anthropic-norwayTue, 06 Oct 2026 12:00:00 -0400Bloomberg says the package marks a new high in all-in yield for AI loans, funding Bitdeer Tydal capacity with Anthropic as the reported six-year customer.https://siliconsideline.com/blog/marvell-fy2028-revenue-target-fy2031-rangehttps://siliconsideline.com/blog/marvell-fy2028-revenue-target-fy2031-rangeTue, 06 Oct 2026 12:00:00 -0400Marvell lifted its fiscal 2028 revenue outlook from $18 billion to about $20 billion and set a first fiscal 2031 range, led by custom AI chips and networking.https://siliconsideline.com/blog/google-constellation-890mw-nuclear-uprateshttps://siliconsideline.com/blog/google-constellation-890mw-nuclear-upratesTue, 06 Oct 2026 12:00:00 -0400A 20-year deal funds more output at 11 Constellation reactors in Illinois, Pennsylvania and New Jersey, with Constellation investing over $4.3 billion.https://siliconsideline.com/blog/black-hills-google-cheyenne-data-center-powerhttps://siliconsideline.com/blog/black-hills-google-cheyenne-data-center-powerTue, 06 Oct 2026 12:00:00 -0400Black Hills will spend $1.8 billion on 564 MW of new gas generation and manage about 2.1 GW of Wyoming resources to serve Google's planned Cheyenne site.https://siliconsideline.com/ai-indexhttps://siliconsideline.com/ai-indexMon, 05 Oct 2026 16:30:00 -0400The AI Economy Index finished up 0.7 percent.https://siliconsideline.com/blog/schneider-electric-to-acquire-ptchttps://siliconsideline.com/blog/schneider-electric-to-acquire-ptcMon, 05 Oct 2026 12:00:00 -0400Schneider Electric, a supplier to data centers and grids, agreed to acquire PTC for $205 a share in cash, its biggest deal to date. Closing is due by Q3 2027.https://siliconsideline.com/blog/doe-vistra-nuclear-uprate-loanhttps://siliconsideline.com/blog/doe-vistra-nuclear-uprate-loanMon, 05 Oct 2026 12:00:00 -0400The Energy Department made a $4.2 billion conditional loan commitment to Vistra to add about 433 MW at three nuclear plants, output Meta contracted in January.https://siliconsideline.com/blog/chatgpt-1-2-billion-weekly-usershttps://siliconsideline.com/blog/chatgpt-1-2-billion-weekly-usersMon, 05 Oct 2026 12:00:00 -0400OpenAI says ChatGPT's weekly reach rose from 1 billion in July to 1.2 billion by late September. It counts users, not what they pay or what agents do.https://siliconsideline.com/blog/ferc-suspends-pjm-backstop-power-procurementhttps://siliconsideline.com/blog/ferc-suspends-pjm-backstop-power-procurementSun, 04 Oct 2026 12:00:00 -0400FERC accepted PJM's one-time procurement of about 6.8 GW of new supply but suspended it for five months. The shortfall it was meant to fill is largely driven by data center demand.https://siliconsideline.com/blog/synopsys-amazon-1bn-ip-agreementhttps://siliconsideline.com/blog/synopsys-amazon-1bn-ip-agreementSat, 03 Oct 2026 12:00:00 -0400On 30 September 2026 Synopsys announced a strategic multi-year agreement with Amazon for application-optimized silicon IP. The release highlights more than $1 billion. Amazon is the lead customer. This is design capability and tooling, not megawatts online.https://siliconsideline.com/blog/oracle-point-beach-we-energieshttps://siliconsideline.com/blog/oracle-point-beach-we-energiesSat, 03 Oct 2026 12:00:00 -0400On 2 October 2026 Oracle said it would subscribe to a portion of Point Beach nuclear generation, expected to save utility customers about $300 million in fuel costs, subject to Wisconsin PSC approval and tied to Project Lighthouse.https://siliconsideline.com/blog/nextera-project-star-encinalhttps://siliconsideline.com/blog/nextera-project-star-encinalSat, 03 Oct 2026 12:00:00 -0400On 30 September 2026 Commerce and Korea selected Related and NextEra Energy Resources, with Lewis Energy, for Project Star in Encinal: more than $22 billion of energy infrastructure and 6.47 GW of gas generation for an adjacent 5 GW Related Digital campus.https://siliconsideline.com/blog/nebius-aib-50mw-south-carolinahttps://siliconsideline.com/blog/nebius-aib-50mw-south-carolinaSat, 03 Oct 2026 12:00:00 -0400On 30 September 2026 AIB said it signed a binding agreement with Nebius for 50 MW of critical IT capacity on an initial 12-year term, backed by a 65 MW utility electric service agreement.https://siliconsideline.com/blog/google-dte-van-buren-mpsc-contractshttps://siliconsideline.com/blog/google-dte-van-buren-mpsc-contractsSat, 03 Oct 2026 12:00:00 -0400On 1 October 2026 the Michigan Public Service Commission approved DTE Electric’s special contracts to serve a Google data center in Van Buren Township. Google pays for up to 1,600 MW of new renewables and 480 MW of storage. DTE expects service in December 2027.https://siliconsideline.com/blog/dell-jera-rhaelm-chiba-mouhttps://siliconsideline.com/blog/dell-jera-rhaelm-chiba-mouSat, 03 Oct 2026 12:00:00 -0400On 1 October 2026 JERA, Dell and RHAELM signed an MoU for a repeatable AI-infrastructure model in Japan. The first project, at JERA’s Chiba power station, is described as up to 400 MW and more than $15 billion, with operations targeted around 2028.https://siliconsideline.com/blog/broadcom-lend-anthropic-42-billion-chip-leaseshttps://siliconsideline.com/blog/broadcom-lend-anthropic-42-billion-chip-leasesSat, 03 Oct 2026 12:00:00 -0400Anthropic's confidential prospectus, seen by Reuters, shows the chip supplier also financing about a third of a $125.2 billion lease, repayable in shares. Anthropic flags the conflict of interest itself.https://siliconsideline.com/blog/broadcom-60-billion-chip-debt-blackstone-anthropichttps://siliconsideline.com/blog/broadcom-60-billion-chip-debt-blackstone-anthropicSat, 03 Oct 2026 12:00:00 -0400Bloomberg, citing people familiar, says banks are raising $42 billion of senior loans. Per IFR, they are reportedly syndicating at SOFR margins.https://siliconsideline.com/blog/amazon-8-billion-nvidia-chips-off-balance-sheethttps://siliconsideline.com/blog/amazon-8-billion-nvidia-chips-off-balance-sheetSat, 03 Oct 2026 12:00:00 -0400The Financial Times reports Amazon is in talks to put Grace Blackwell chips into an investor-funded vehicle and lease them back. No deal is done, and Amazon has not commented.https://siliconsideline.com/blog/softbank-completes-digitalbridge-acquisitionhttps://siliconsideline.com/blog/softbank-completes-digitalbridge-acquisitionFri, 02 Oct 2026 12:00:00 -0400On 30 September SoftBank finished buying DigitalBridge, the digital-infrastructure asset manager, for about 3.1 billion dollars of common stock. DigitalBridge stays a separately managed SoftBank subsidiary.https://siliconsideline.com/blog/micron-54-billion-quarter-2027-memory-contractedhttps://siliconsideline.com/blog/micron-54-billion-quarter-2027-memory-contractedFri, 02 Oct 2026 12:00:00 -0400Micron's revenue rose from 11.3 billion dollars to 54.2 billion in a year, at an 87 percent gross margin. It guides to 61.5 billion next quarter and says supply stays tight through 2028.https://siliconsideline.com/blog/hpe-vultr-1-2-billion-amd-helios-orderhttps://siliconsideline.com/blog/hpe-vultr-1-2-billion-amd-helios-orderFri, 02 Oct 2026 12:00:00 -0400On 30 September HPE said Vultr ordered 1.2 billion dollars of AMD Helios AI racks for U.S. cloud data centers. It is HPE's first Helios win.https://siliconsideline.com/blog/ge-vernova-bwrx300-tva-clinch-river-nrchttps://siliconsideline.com/blog/ge-vernova-bwrx300-tva-clinch-river-nrcFri, 02 Oct 2026 12:00:00 -0400On 29 September 2026 the NRC permitted TVA to construct a GE Vernova Hitachi BWRX-300 small modular reactor near Oak Ridge. TVA said no construction date is announced yet.https://siliconsideline.com/blog/ftc-probes-openai-anthropic-softbank-completes-openai-30-billionhttps://siliconsideline.com/blog/ftc-probes-openai-anthropic-softbank-completes-openai-30-billionFri, 02 Oct 2026 12:00:00 -0400A federal regulator has formally started asking questions of the two leading labs, with demands for documents and testimony expected within weeks. The next day SoftBank completed its OpenAI follow-on, taking its total to 64.6 billion dollars.https://siliconsideline.com/blog/digital-realty-blackfuel-bcn1-inferencehttps://siliconsideline.com/blog/digital-realty-blackfuel-bcn1-inferenceFri, 02 Oct 2026 12:00:00 -0400On 30 September 2026 Digital Realty said Blackfuel will deploy a multi-megawatt AI inference platform at BCN1 on liquid-cooled Dell AI Factory hardware with AMD GPUs, connected through ServiceFabric.https://siliconsideline.com/blog/coreweave-vera-rubin-cognition-productionhttps://siliconsideline.com/blog/coreweave-vera-rubin-cognition-productionFri, 02 Oct 2026 12:00:00 -0400On 30 September CoreWeave announced NVIDIA Vera Rubin NVL72 availability on its cloud, with Cognition running production workloads first.https://siliconsideline.com/blog/broadcom-toppan-singapore-substrate-facilityhttps://siliconsideline.com/blog/broadcom-toppan-singapore-substrate-facilityFri, 02 Oct 2026 12:00:00 -0400AST, the Broadcom-TOPPAN joint venture, opened Singapore's first high-end FC-BGA substrate plant on 29 September. TOPPAN says operations start in December 2026.https://siliconsideline.com/blog/applied-materials-kioxia-epic-memoryhttps://siliconsideline.com/blog/applied-materials-kioxia-epic-memoryFri, 02 Oct 2026 12:00:00 -0400On 29 September 2026 Applied said Kioxia will join its Silicon Valley EPIC Center as an innovation partner for memory-cell structures, multi-chip stacking and packaging aimed at higher AI memory density.https://siliconsideline.com/blog/applied-materials-besi-epic-packaginghttps://siliconsideline.com/blog/applied-materials-besi-epic-packagingFri, 02 Oct 2026 12:00:00 -0400On 1 October 2026 Applied and Besi said Besi is joining Applied's Silicon Valley EPIC Center as an Innovation Partner, extending a 2020 hybrid-bonding collaboration into broader interconnects for AI.https://siliconsideline.com/blog/applied-digital-polaris-forge-250mwhttps://siliconsideline.com/blog/applied-digital-polaris-forge-250mwFri, 02 Oct 2026 12:00:00 -0400On 2 October 2026 Applied Digital reported Ready for Service on another 75 MW at Polaris Forge 1 in North Dakota, taking fully operational critical IT load to 250 MW. Full buildout remains contracted at 400 MW.https://siliconsideline.com/blog/anthropic-prospectus-518-billion-obligationshttps://siliconsideline.com/blog/anthropic-prospectus-518-billion-obligationsFri, 02 Oct 2026 12:00:00 -0400Reuters has reviewed the draft. Revenue grew 12-fold last year. The commitments behind the AI build-out are larger still, and a quarter of revenue came from two customers.https://siliconsideline.com/blog/anthropic-518-billion-locked-in-openai-70-billion-run-ratehttps://siliconsideline.com/blog/anthropic-518-billion-locked-in-openai-70-billion-run-rateFri, 02 Oct 2026 12:00:00 -0400Reuters has the partner-by-partner split from Anthropic's draft prospectus: about 80% cannot be cancelled or must be paid regardless of use. The same day, OpenAI's run rate was reported up more than 70% since July.https://siliconsideline.com/blog/amd-acquires-world-labs-8-billionhttps://siliconsideline.com/blog/amd-acquires-world-labs-8-billionFri, 02 Oct 2026 12:00:00 -0400AMD signed a definitive agreement on 26 September to acquire Fei-Fei Li's spatial-intelligence lab for about 8.2 billion dollars in stock. Close is targeted by the end of 2026, pending approvals.https://siliconsideline.com/blog/softbank-record-junk-bond-openaihttps://siliconsideline.com/blog/softbank-record-junk-bond-openaiSun, 27 Sep 2026 12:00:00 -0400The largest high-yield corporate bond sale on record drew more than $30 billion of orders, per Bloomberg. The coupons, up to 9.75 percent, are the other half of the story, and most of the rise is interest rates, not SoftBank.https://siliconsideline.com/blog/sb-energy-ipo-delay-debt-near-ten-percenthttps://siliconsideline.com/blog/sb-energy-ipo-delay-debt-near-ten-percentSun, 27 Sep 2026 12:00:00 -0400SoftBank's SB Energy has delayed its IPO launch, and early talks on a $4.9 billion debt sale reportedly pointed to yields near 10 percent. Nothing has been cancelled. The question is whether the money arrives on the terms the plan assumed.https://siliconsideline.com/blog/lab-ipos-pushed-backhttps://siliconsideline.com/blog/lab-ipos-pushed-backSat, 26 Sep 2026 12:00:00 -0400OpenAI's CEO says not 2026. Anthropic has reportedly moved from October to November. Neither is a cancellation, but the catalyst the market was counting on is later than it looked.https://siliconsideline.com/blog/ten-year-crosses-five-percenthttps://siliconsideline.com/blog/ten-year-crosses-five-percentFri, 25 Sep 2026 12:00:00 -0400This map wrote 5% down as its warning level before the number arrived. It arrived on Wednesday. What it does and does not mean.https://siliconsideline.com/blog/oracle-force-majeure-project-jupiterhttps://siliconsideline.com/blog/oracle-force-majeure-project-jupiterFri, 25 Sep 2026 12:00:00 -0400A gas pipeline in New Mexico is six months late, and the tenant of a 2.45-gigawatt campus wants the right to delay rent. Oracle says the schedule holds.https://siliconsideline.com/blog/meta-muse-downloads-no-color-changehttps://siliconsideline.com/blog/meta-muse-downloads-no-color-changeMon, 21 Sep 2026 12:00:00 -0400The numbers are real, the market reaction was enormous, and the evidence still isn't the kind that moves anything on this map. That gap is the whole point of the rules.https://siliconsideline.com/blog/oracle-664-billion-backloghttps://siliconsideline.com/blog/oracle-664-billion-backlogThu, 10 Sep 2026 12:00:00 -0400Contracted backlog up $209 billion year on year, cloud infrastructure revenue up 121%, capital spending of $28.5 billion and free cash flow of minus $5.4 billion. Both halves are the story, which is why the map calls it mixed.https://siliconsideline.com/blog/nvidia-96-billion-quarterhttps://siliconsideline.com/blog/nvidia-96-billion-quarterWed, 26 Aug 2026 12:00:00 -0400Revenue doubled, data-center revenue rose 117%, and next quarter is guided to $108 billion. The interesting question is not how big the number is. It is which companies had to exist for it to happen.