8+ hour, 23+ min ago   (106+ words) Shanghai Enflame Technology has raised $900 million in an IPO on the Shanghai exchange. The company expects a $128 million loss for 2026 YTD. The company, founded in 2018 by two AMD staffers, is 20% owned by TenCent which is also a major customer accounting…...

8+ hour, 18+ min ago   (464+ words) The value in datacentres is shifting from the chip to the rack, says Yole, with hyperscalers and AI labs co-designing their own AI ASICs and with advanced packaging, HBM4, co-packaged optics, and power (1 MW racks, 800 V, liquid cooling) setting the direction....

8+ hour, 21+ min ago   (302+ words) Nokia has launched Cognitive Operations (CO), a platform that unifies mission-critical communications, accelerated edge computing, and operational AI for industries where failure in field operations is not an option. CO enhances site and asset intelligence for operational teams, whether they…...

5+ day, 2+ hour ago   (492+ words) Norway’s Andøya Spaceport and Germany’s Isar Aerospace’s Spectrum rocket have the distinction of achieving the first launch to orbit from continental Europe. “Today, Isar Aerospace opened space from Continental Europe. Launch continues to be the largest bottleneck for the global…...

5+ day, 4+ hour ago   (406+ words) The Spanish startup PLD Space has announced extending its Series C funding round, originally launched in March 2026. It has received an additional €108 million investment, bringing the total round to €288 million and aggregate funding to €488 million. PLD Space is developing its…...

5+ day, 8+ hour ago   (310+ words) Five years ago, the US Congress provided guidance to the Pentagon to create a plan to remove Chinese, Russian, Iranian, and North Korean content from critical defense supply chains: certainly adequate time for this important work to be done, says…...

5+ day, 8+ hour ago   (350+ words) ASML has started building its second major industrial campus in the Brainport region of the Netherlands. The company celebrated the occasion with a groundbreaking ceremony at Brainport Industries Campus (BIC) North, launching a multi-phase development project that will eventually span…...

1+ week, 4+ hour ago   (210+ words) A strategic partnership between MRAM manufacturer, Everspin Technologies and Teledyne HiRel Semiconductors will mean that the 256Mb Persyst spin-transfer torque MRAM (STT-MRAM) will be used in Teledyne HiRel’s memory products for mil-aero customers. The MRAM combines RAM-like speed and the ability…...

1+ week, 8+ hour ago   (151+ words) 2Q 2026 marked a major inflection point as switch sales in AI back-end networks surpassed those in front-end networks for the first time, reports Dell’Oro. Meanwhile, Ethernet further extended its lead in AI back-end networks, helping mitigate supply constraints. Ethernet AI back-end…...

1+ week, 13+ hour ago   (267+ words) My Vulture Fund for buying distressed AI assets is growing nicely, Ed confides to his diary. My assumptions are that, in an AI bust, pure-play AI companies like OpenAI and Anthropic will get snapped up by Microsoft and Elon and…...