4+ hour, 3+ 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…...

3+ hour, 58+ 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....

4+ hour ago   (126+ words) High End Routing and Aggregation equipment revenue grew 25% YoY in Q2, says Dell’Oro, driven by stronger demand across all regions and customer segments. Notably, vendor direct sales revenue to cloud providers grew 94% YoY during the same quarter, driven by hyperscalers’ AI…...

3+ day, 18+ hour ago   (211+ words) Leankon is expanding its Near Field Communication or 13.56MHz NFC antenna portfolio with nine new products. The parts include the LK1860401 series, pictured. Designed to simplify the integration of 13.56 MHz technology with comms applications, the antennas are aimed at healthcare, access control,…...

5+ day, 4+ hour ago   (458+ words) Mistral, the three year-old French AI company. has raised €3 billion in a Series D funding round at a valuation of more than €21 billion, the largest equity fundraising round ever completed by a European technology company. Samsung Electronics led the round,…...

5+ day, 3+ 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…...

5+ day, 23+ hour ago   (171+ words) EnSilica, the mixed-signal asic specialist, is opening its Space & Communications Semiconductor Centre of Excellence in Milan. The centre will initially recruit 20 specialist modem and mmWave engineers over the next six months, expanding its engineering presence within the European Union. This,…...

6+ day, 16+ hour ago   (241+ words) Pixxel, the Indian-based space data company, has raised $100 million in a Series C funding round co-led by Temasek and Seraphim Capital, a London-based investment group focused on the Space sector. The company is aiming to launch the world’s highest resolution…...

1+ week, 4+ 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, 9+ 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…...