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D-Wave Quantum $QBTS receives up to CAD $300,000 from Canada's NRC to develop next generation quantum annealing software for commercial use.
Project focuses on graph minor embedding algorithms for Advantage2's Zephyr topology in the open source Ocean SDK.
AT&T $T expands partnership with D-Wave Quantum $QBTS to integrate quantum annealing technology across agentic AI network operations.
Early testing compressed a network optimization workload from 1 hour to under 15 seconds.
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NVIDIA $NVDA announces an 800V DC power architecture with $GOOGL Google, $MSFT Microsoft, and OCP to optimize AI factory energy delivery.
Featuring an MGX-compatible power rack in H2 2026, the standard addresses critical power delivery bottlenecks.
QumulusAI $QMLS signs a GPU-as-a-Service deal with DRW to supply a dedicated NVIDIA $NVDA Blackwell B300 cluster across its U.S. data centers.
Renewable up to four years, the agreement expands QumulusAI's customer pipeline past $246M.
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Aehr Test Systems $AEHR receives a $22M follow on order from its lead AI processor customer for FOX-XP wafer-level burn-in systems.
Scheduled to ship over six months to Taiwan, the order supports expanding high volume AI chip production.
Aehr Test Systems $AEHR receives a $14M order for FOX-XP wafer-level burn-in (WLBI) systems from its lead AI customer.
Each system tests nine 300mm wafers at once, supporting high volume production of AI processors for data center training and inference.
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QumulusAI $QMLS signs a GPU-as-a-Service deal with DRW to supply a dedicated NVIDIA $NVDA Blackwell B300 cluster across its U.S. data centers.
Renewable up to four years, the agreement expands QumulusAI's customer pipeline past $246M.
IBM $IBM and Together AI sign a $240M agreement to deploy a dedicated NVIDIA $NVDA HGX B300 inference cluster on IBM Cloud.
Launching in Q1 2027, the deployment targets enterprise open source AI workloads with 30x higher factory output.
$MU $SNDK $KLAC $AMAT $ASML | Apple is evaluating memory chips from Chinese DRAM maker CXMT for iPhones and MacBooks amid an AI fueled global shortage, WSJ reports.
Initial discussions target China bound devices, though U.S. regulatory rules and export controls present hurdles.
$MU $WDC $KLAC $AMAT $ASML | Bipartisan U.S. senators urge Apple to abandon efforts to source memory chips from Chinese suppliers CXMT and YMTC.
Lawmakers warn that using military linked Chinese suppliers poses national security risks despite market shortages.
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Kratos Defense $KTOS supported the MDA and JMSDF during JFTX-01, deploying target vehicles to validate Japan's Aegis System Equipped Vessel program.
The live test confirmed SPY-7 radar tracking and simulated engagement capabilities.
Kratos $KTOS selects California foundry Rangeview to supply cast superalloy components for turbine engine programs.
The funded agreement resolves a critical U.S. industrial supply bottleneck while accelerating military missile production.
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$IREN $NBIS $CRWV $MRVL $HUT | Anthropic, Macquarie Asset Management, and GIC launch Theseus Infrastructure to build and lease dedicated AI data centers.
The platform positions Anthropic as anchor tenant while shielding consumers from related electricity price hikes.
$IREN $NBIS $BTDR $NVDA $DELL | Anthropic signs a $10 billion, 6 year compute deal with Volta Infra to secure 121 MW of IT capacity in Norway.
The facility, operated by Bitdeer, will feature NVIDIA Vera Rubin accelerators powered by Dell Technologies hardware.
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Planet Labs $PL and the Government of Rwanda launch Africa's first national satellite data program, managed by the Rwanda Space Agency.
Near daily imagery will support agriculture, forestry, urban planning, and university Earth Observation research.
Planet Labs $PL signs on as a founding member of the Astroscale led AIRS initiative to analyze the atmospheric impact of burning satellites.
The project delivers material composition data to academic modelers to track upper atmosphere vaporization.
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$OKLO $SMR $CEG $NNE $CCJ | President Trump tells Punchbowl News that "data centers could be bigger than oil," criticizing Texas for opposing new facilities.
He urged state leaders to cut taxes and fast track private power generation to maintain US AI leadership over China.
$OKLO $CCJ $BWXT $NNE $CEG | The Trump administration has launched a $17.5 billion federal loan program to finance large scale nuclear reactors.
Seven utility companies signed letters of intent to deploy the Westinghouse equipment to support expanding data centers.
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Ondas $ONDS subsidiary Mistral wins an additional $50M U.S. Army order under the $982M Lethal Unmanned Systems IDIQ program.
The award brings total LUS orders past $240M and extends production of the HERO 120 loitering munition through Q3 2026 and beyond.
Ondas Holdings $ONDS signs a definitive agreement to acquire Israeli defense tech firm Omnisys.
The deal adds the battle proven Battle Resource Optimization (BRO) AI software, accelerating Ondas’ shift to a high margin, software defined autonomous defense platform.
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AST SpaceMobile $ASTS successfully launches BlueBirds 11, 12, and 13 aboard a SpaceX Falcon 9 to expand its D2D constellation.
The next generation arrays deliver peak speeds near 200 Mbps directly to unmodified 4G and 5G smartphones.
AST SpaceMobile $ASTS advances direct to cell broadband as SpaceX successfully deploys BlueBirds 8, 9, and 10.
The massive, house sized arrays are engineered to beam download speeds of nearly 200 Mbps straight to everyday cellphones.
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CoreWeave $CRWV signs a multiyear strategic agreement with Solidigm to secure priority access to enterprise SSD capacity.
The contract ensures high capacity storage scales in parallel with GPU compute across CoreWeave's cloud platform.
CoreWeave $CRWV Q1 revenue surged 112% to $2.08B, beating estimates.
With a $99.4B backlog, including a $21B Meta $META deal, and 1GW of active capacity, the company cements its lead as a premier NVIDIA $NVDA Exemplar Cloud.
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$NVDA $MU $KLAC $INTC $ASML | NVIDIA open sources cuFile storage APIs and launches the Storage Next initiative at FMS 2026 alongside over 40 industry partners.
New SCADA frameworks and CMX context memory tiers enable direct GPU-to-storage DMA access to bypass CPU bottlenecks.
