ComputeLabs Research
Edition of · 22 stories
NVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR. The parties intend to establish independent compute-financing platforms designed to mobilize more than $500 billion of third-party capital for AI-infrastructure construction over time.
Intel priced an underwritten registered public offering of 210,526,315 common shares at $95 per share. The offering was increased from the previously announced $15 billion size to $20 billion.
Alpha Compute disclosed a binding term sheet giving subsidiary Alpha Compute Management an exclusive option to acquire mineral, surface and pore-space assets in northern Pennsylvania for a base purchase price of $55 million. A $3 million deposit would become payable only after execution of a definitive property-purchase agreement and satisfaction or waiver of specified conditions; it would be credited against the cash due at closing.
SharonAI Holdings filed an amended Form S-1 describing itself as an Australian neocloud operator for artificial intelligence and high-performance computing. Its offering includes accelerated-computing hardware such as NVIDIA B200 and B300 graphics processing units, as well as anticipated GB300 GPUs.
CME Group and Silicon Data plan to launch two ComputeFutures contracts on October 5. One contract will reference the Silicon Data H100 Rental Index and the other the Silicon Data B200 Rental Index.
Taiwan Semiconductor Manufacturing Company’s board approved approximately $29.4425 billion of capital expenditure. The disclosed figure is a board authorization for capital spending rather than reported expenditure already completed.
Arista Networks reported record quarterly revenue exceeding $3 billion. The result was described as a new company revenue record.
Altera released Quartus Prime Pro Edition Software version 26.1.1 with expanded memory support across its Agilex field-programmable gate array portfolio. Field-programmable gate arrays, or FPGAs, are reconfigurable logic devices rather than fixed-function CPUs or GPUs.
Vertilite’s high-end optical-communications chip and device research-and-manufacturing base was signed for Changzhou. The project calls for cumulative investment of approximately RMB 5 billion.
OpenLight made its photonic process-design kit available for Tower Semiconductor’s PH18DA indium-phosphide-on-silicon photonics platform. A process-design kit supplies design rules, models and related resources used to create components compatible with a manufacturing process.
Energy Vault disclosed an executed contract for 1.25 gigawatts of integrated power, storage and software infrastructure in Texas. The company said the infrastructure would support hyperscaler contracts and described it as its largest single contract to date.
Evergy said it has 3 gigawatts of signed large-load demand. “Signed” distinguishes these loads from prospective customers that remain in negotiations.
Caterpillar reported total sales above $20 billion, while power-generation retail sales increased 72% from the corresponding prior-year period. Data-center generator demand was identified as a contributor to the power-generation business.
The U.S. Energy Information Administration’s August Short-Term Energy Outlook reduced its forecast for 2027 Texas electricity-load growth to 6%, from 14% in the July forecast. A more precise accompanying report put the revised growth rate at 5.6%.
China Southern Power Grid’s system load exceeded 278 gigawatts at 17:16 on August 11. This was the fifth time during 2026 that the grid’s electricity load had reached a record.
CoreWeave reported second-quarter revenue of $2.58 billion, up 112% year over year and above the cited $2.56 billion analyst estimate. It recorded a $626 million net loss, compared with $290 million a year earlier, while adjusted earnings before interest, taxes, depreciation and amortization were $1.51 billion.
IBM and Together AI announced a multi-year agreement valued at $240 million. The collaboration is intended to deliver IBM and NVIDIA AI infrastructure through IBM Cloud.
Quantinuum and Oracle signed a multi-year strategic partnership to bring quantum computing to Oracle Cloud Infrastructure. Oracle Cloud Infrastructure customers will be able to access Quantinuum’s Helios quantum computer directly through Oracle’s planned quantum service.
Google announced three subsea cable systems as part of its Americas Connect network expansion. Alisios will connect the Dominican Republic, Panama and Chile; Canoa will connect the Dominican Republic with Bermuda; and OlaLuz will connect the Dominican Republic directly with Florida.
NVIDIA expanded its Nemotron 3 family with Nemotron 3.5 Lightning, a 30-billion-parameter mixture-of-experts model. A mixture-of-experts architecture selectively activates model components for a given request rather than necessarily using every parameter for every token.
Alphabet CEO Sundar Pichai said more than 1 billion people now use Gemini each month. Google separately described the figure as more than 1 billion monthly active users for the Gemini application.
Ryanair signed a five-year cloud agreement with Google Cloud to expand its use of artificial intelligence across airline operations. The airline plans to deploy Gemini tools and Google DeepMind models for tasks including crew scheduling and operational decision support.
