AI
Navitas and Microchip Collaborate on 800V AI Data Center Reference Design
As AI data centers scale to support high-power GPU clusters, the industry is shifting toward 800V DC rack power architectures to improve distribution efficiency, increase power density, and support next-generation server designs. To help accelerate this transition, Na
6 min read
SINTRONES to Showcase Edge AI Computing Platforms for Semiconductor Inspection at VISION 2026
SINTRONES Technology, a provider of rugged industrial and edge AI computing solutions, will showcase edge AI computing platforms for machine vision, automated optical inspection (AOI), and semiconductor inspection at VISION 2026, held at October 6-8 at Messe Stu
3 min read
Mitsubishi Electric Introduces Chip-to-Grid Reference Designs Built for NVIDIA's Next-Gen AI Infrastructure
Mitsubishi Electric's U.S. subsidiary, Mitsubishi Electric Power Products, has released Chip-to-Grid DSX Reference Designs to support adoption of NVIDIA's Vera Rubin NVL72, NVIDIA's next-generation rack-scale AI supercomputing system that integrates 72 Rubin GPUs and
3 min read
Eaton agrees to acquire COL Group, expanding EMEA manufacturing capacity and capabilities
Eaton has signed an agreement to acquire COL Group from Oaktree's Power Opportunities strategy, a move that will expand its manufacturing capacity and capabilities for the data center and utility markets in EMEA. COL Group is a leader in medium-voltage electrical dist
2 min read
Delta Electronics Debuts AI Modular Data Center and Microgrid Solutions at DCW Asia 2026
Delta Electronics, a leader in power management and smart green solutions, is taking part in Data Center World Asia 2026, where it is presenting a new AI Modular Data Center (AI MDC) and a Microgrid Solution. Both are designed to speed up the rollout of AI infrastruct
4 min read
IBM z17 powers Marist University Innovation Incubator for AI research
Marist University and IBM announced a new Innovation Incubator. The incubator is the latest development in IBM and Marist’s more than 50-year partnership and includes an IBM z17 mainframe to provide AI computing power on campus for research projects involving students and faculty. The initi
5 min read
Bloom Energy 800V DC-Native Power reduces AI data center costs and power use
Bloom Energy has published a report titled "The New Rules of AI Power," arguing that its fuel cell technology can significantly cut costs for AI data centers by generating direct current power natively at 800 volts. According to the company's analysis, this approach c
3 min readQualcomm and Amazon Collaborate on Next-Generation AI Data Center Infrastructure
Qualcomm Technologies has announced a multi-generation collaboration with Amazon aimed at enabling customized silicon at scale for large-scale AI data centers, with the two companies working together specifically on AI inference. The companies are also collaborating o
3 min read
Samsung partners with Mistral AI for AI-driven semiconductor infrastructure
Samsung Electronics has entered into a strategic partnership with Mistral AI aimed at enhancing its semiconductor engineering and manufacturing capabilities, reinforcing its position in AI chip technology.The partnership was announced during a state summit hel
3 min read
Real Intent Riven AI Agent enhances static sign-off speed by 10X
Real Intent, announced the launch of its Riven Sign-Off AI Agent on July 23, 2026, in Sunnyvale, California, designed to help design and verification engineers reach sign-off up to ten times faster across all of Real Intent's s
3 min read
NVIDIA's Second Quarter Blows Past Expectations: $96.2 Billion in Revenue, Data Center Business Now the Size of a Fortune 50 Company
NVIDIA just posted numbers that are hard to wrap your head around. For the quarter ended July 26, 2026, the chipmaker pulled in $96.2 billion in revenue up 18% from the prior quarter and more than double (106%) what it made a year ago. Gross margins held steady at a healthy 75% on both a GA
4 min read
Arduino Launches VENTUNO Q, Bringing Agentic AI to the Physical World with Qualcomm's Dragonwing IQ8 Series
Arduino has opened pre-orders for VENTUNO Q, described as its most advanced edge AI platform to date, powered by Qualcomm's Dragonwing IQ8 Series processor. Now available worldwide, VENTUNO Q was built specifically with developers in mind, emphasizing familiarity and ease of use through supportin
6 min read
Our Editors dive into topical news, new products, and discuss the shifting architecture of the global semiconductor industry.
▶ Podcast