ComputeLabs Research
Edition of · 19 stories
iPronics announced a $125 million Series B financing co-led by Maverick Silicon and Light Street Capital. NVIDIA also joined the round, alongside new and existing investors including Triatomic Capital, Bosch Ventures and Catalight.
Exascale Labs closed its business combination with special purpose acquisition company D. Boral ARC Acquisition I Corp. after the SPAC’s shareholders approved the transaction on July 29, 2026. The combined company was renamed Exascale Labs Holdings Inc.; its Class A shares and warrants began trading on Nasdaq on August 28 under XLAB and XLABW, respectively.
Corvex entered into a securities purchase agreement with strategic institutional and accredited investors for a private investment in public equity, or PIPE. The transaction covered 4.258 million shares of as-converted common restricted stock at $7.75 per share and was expected to generate approximately $33 million in gross proceeds before fees and expenses.
Vertiv Holdings announced that its wholly owned subsidiary, Vertiv Corporation, entered into an agreement and plan of merger to acquire Utility Innovation Holdings. The target operates as UtilityInnovation Group, or UIG.
Equinix and Canada Pension Plan Investment Board, known as CPP Investments, completed their $4 billion acquisition of atNorth. Unlike an announced or pending transaction, the acquisition was reported as closed.
Broadcom reported fiscal third-quarter revenue of $29.591 billion, compared with $15.952 billion a year earlier. Semiconductor Solutions revenue was $20.84 billion, while AI semiconductor revenue was $16.7 billion.
Broadcom Chief Executive Officer Hock Tan said the company began shipping Google’s next-generation Tensor Processing Unit, TPU 8I, during the third quarter. He said Broadcom expected to increase the scale of TPU 8I shipments in the fourth quarter.
Researchers at the Swiss Federal Institute of Technology Lausanne, or École Polytechnique Fédérale de Lausanne, developed a new gallium-nitride transistor. The device was reported to tolerate nearly 4,000 volts while maintaining low resistance.
Hewlett Packard Enterprise, or HPE, expanded its networking relationship with Oracle through a multi-year agreement. Oracle plans to deploy HPE Juniper Networking equipment and services across its global AI data centers.
FuelCell Energy disclosed a strategic agreement with Fit Energy covering up to 380 megawatts across four phases. The initial 30-megawatt product-and-service phase was underway, and FuelCell Energy said it had received the deposit.
Pacific Gas and Electric’s Flex Connect pilot provides a flexible-interconnection route for larger electrical loads connected to the distribution system. PG&E said the program can allow participating loads to energize within months.
The European Union approved Germany’s proposed electricity-capacity mechanism. The authorized amount is up to €35 billion.
Infineon and Skeleton Technologies announced a partnership focused on AI data-center power systems. The collaboration is expected to combine Infineon’s CoolSiC power semiconductors with Skeleton’s power-conversion expertise.
Microsoft said it will begin disclosing Azure’s quarterly revenue when it reports results under its fiscal 2027 structure. Previously, the company generally reported Azure growth rates without providing the business’s exact quarterly revenue.
VDURA and New Mexico State University announced that the university’s new VDURA storage deployment had been completed. The system entered full production in August 2026.
Snowflake raised its full-year product-revenue forecast to approximately $6.07 billion, above its previous $5.84 billion forecast and the cited analyst average of $5.86 billion. Product revenue accounts for approximately 95% of the company’s total revenue.
South Korea selected a consortium led by Naver Cloud to develop an AI foundation model specialized for cybersecurity. The selection was disclosed by South Korea’s Ministry of Science and Information and Communications Technology.
Google released Mantis as an open-source framework for automating software-vulnerability discovery, triage, reproduction and patching. Google described it as part of its internal approach to finding and fixing vulnerabilities at machine speed.
Meta released Muse Spark 1.3 with stated improvements in agentic and coding tasks. The company also cited stronger performance on long-running tasks, multitasking and following complex instructions.
