ComputeLabs Research
Edition of · 19 stories
WhiteFiber’s September investor presentation, disclosed through SEC EDGAR on September 14, reports more than $550 million in recent cloud total contract value (TCV). The presentation identifies wins from May through August 2026 across Canada, Iceland, U.S. owned-fleet deployments, and Paris.
Financial_Express reports that Anthropic signed a $13.7 billion agreement covering six years of compute procurement. The message identifies the counterparty as Rum Group, formerly Rumble, preserving the distinction between the company’s current and former names.
AirJoule Technologies Corporation announced on September 14 that it had acquired BitSink. The supplied announcement describes an acquisition already made, rather than an intention to negotiate or a transaction awaiting a stated closing date.
Kioxia Holdings (铠侠控股), the Tokyo-based memory-chip manufacturer, is reportedly considering raising at least $10 billion through American depositary receipts (ADRs). Financial_Express attributes the information to people familiar with the discussions, rather than a company announcement or an offering filing.
The U.S. 10-year benchmark Treasury yield reached 5.0121% at 22:26 Beijing time on September 14, according to the supplied market report. It subsequently retreated to 4.9731% in late New York trading, when it was still 0.62 basis points higher on the day.
Fujitsu announced that global sales of its next-generation FUJITSU-MONAKA central processing unit (CPU) would begin in November 2026. This is a scheduled commercial launch, not a statement that global sales had already started on September 14.
Alchip Technologies announced plans to showcase its process-technology and advanced-packaging achievements at AI Infra Summit 2026. The event runs September 15–17 at the Santa Clara Convention Center, with Alchip exhibiting at Booth 1705.
Kyocera (京瓷) and scientists at Japan’s Tohoku University Research Institute of Electrical Communication (东北大学电气通信研究所) developed a new laser-annealing technique. The university referenced here is Japan’s Tohoku University.
Bell’s (贝尔) chief executive announced plans to expand the company’s Saskatchewan AI data-center project to 1.2 gigawatts. A separate message quoting Saskatchewan Premier Moe describes the expansion as four times the previous project scale.
Utility Dive reports that Constellation Energy entered a deal to buy a 609-megawatt natural-gas power plant in Rhode Island from Shell. The supplied source describes an acquisition agreement, not a completed transfer of ownership.
Oracle (甲骨文) said the New Mexico Supreme Court’s stay of an administrative air-quality permitting process concerns a neighboring microgrid project. According to Oracle, the order does not cover the Project Jupiter (木星计划) data-center campus.
Google said it is exploring a potential data center in Lea County, New Mexico. Both financialjuice and Financial_Express carried reports of the company’s consideration of the site.
WhiteFiber’s SEC-disclosed presentation identifies August 2026 as the start of active customer deployment and initial billing at NC-1. The company acquired the campus in May 2025, making the billing update an operating milestone distinct from its development plans.
Google Cloud announced the general availability of Pause/Resume for Dataflow batch jobs. Dataflow supports both batch and streaming pipelines, but this feature’s stated scope is batch processing.
Google Cloud announced Dataflow support for G4 virtual machines (VMs) powered by NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. The announcement adds this option to Dataflow’s existing support for multiple GPU and TPU types used in AI inference.
NVIDIA announced an expansion of its open-source CUDA-Q platform through the addition of CUDA-Q Logical. The supplied announcement describes the addition as an open, programmable orchestration layer for the quantum-computing industry.
NVIDIA announced that Perplexity Portable Computer is available on Windows RTX PCs. Portable Computer is the local version of the Perplexity Computer agent, rather than a newly announced physical computer.
Alphabet’s Waymo announced the launch of paid robotaxi service in Las Vegas on September 14, making it the company’s 15th U.S. service city. Access is being opened in phases, with dozens of vehicles initially deployed and a stated plan to expand to hundreds.
Apple began rolling out Siri AI in English beta on September 14, supported by a new generation of Apple Intelligence and updates beginning with iOS 27. The reported language-expansion schedule adds French, Japanese, Korean, Portuguese, and Spanish in October, which is a rollout plan rather than current availability.
