Semiconductors

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Broadcom AI infrastructure Google TPU deal custom silicon AI networking hyperscaler compute Broadcom Google AI deal

Google and Anthropic Commit to Broadcom for AI Compute

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NVLink Fusion NVIDIA data center infrastructure as NVIDIA and Marvell build AI infrastructure linking custom silicon through high-bandwidth interconnect

NVIDIA and Marvell Forge a $2 Billion AI Infrastructure Alliance

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Arm AGI CPU unveiled for AI infrastructure orchestration, highlighting data centre CPU design and rising AI compute demand

Arm Launches AGI CPU to Target AI Infrastructure Orchestration

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Nvidia CEO Jensen Huang speaking at GTC 2026 as the company introduces the Vera Rubin platform and outlines its strategy for agentic AI, physical intelligence, and AI infrastructure.

Jensen Huang Signals the Next Phase of AI at Nvidia GTC 2026

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NVIDIA CEO Jensen Huang following the company’s record fiscal 2026 results, driven by surging global demand for AI infrastructure and accelerated computing

Nvidia Delivers Record Fiscal 2026 as AI Demand Surges

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NVIDIA CEO Jensen Huang unveils physical AI strategy at CES, as NVIDIA shifts from cloud AI to physical intelligence, targeting autonomous vehicles, robotics and factories as power efficiency becomes the core infrastructure constraint.

NVIDIA’s Shift to Physical AI Signals New Infrastructure Era

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NVIDIA AI-ready servers optimized for high-performance artificial intelligence training and data center workloads.

Nvidia's Expansion and the Battle for AI Infrastructure Dominance

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Render of IBM Quantum Starling.

IBM and Cisco Launch Distributed Quantum Computing Strategy

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TSMC headquarters in Hsinchu, Taiwan, symbolizing its central role in the AI boom.

TSMC at the Core of AI Boom Delivers Record Q3 Profit

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Qualcomm logo at Snapdragon Summit 2025

Qualcomm Wins Full Legal Victory in Arm Licensing Dispute

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Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Stargate is a collaboration of OpenAI, Oracle and SoftBank, with promotional support from President Donald Trump, to build data centers and other infrastructure for artificial intelligence throughout the US. Photographer: Kyle Grillot/Bloomberg via Getty Images

Nvidia’s $100B OpenAI Bet Raises Plenty of Questions

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Intel headquarters in Silicon Valley, Santa Clara, California, USA

Intel Gains Momentum on Strategic Deals Talk and Cost Reset

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Britain’s overlooked deep tech ecosystem is coming into focus—from AI infrastructure and quantum computing to robotics, advanced materials, and battery innovation.

Beyond Silicon Valley: UK Deep Tech Startups to Watch in 2026

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Renaissance painting depicting a banker counting coins beside his wife, symbolizing wealth, morality, and the origins of financial culture—echoing today’s digital banking revolution.

How Challenger Banks Are Redefining the Future of Global Finance

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