Building a fusion power plant takes more than getting the physics right. It also means securing thousands of kilometres of specialised materials and the equipment needed to heat and fuel the plasma, years before the machine is ready to run. Munich-base…
ASM International raised its 2027 revenue forecast to more than €5.7B, from above €4.6B, as memory and AI chipmakers expand. That reaches its 2030 target three years early. Third-quarter revenue rose 44% to a record €1.16B, and ASM plans a buyback of u…
Oracle will offer cloud services running on Cerebras’ AI computers in its data centres from 2027, the companies said. Cerebras, which went public in May, is expected to triple revenue next year to almost $3B, but investors worry about its place in a ma…
Hundreds of computer science papers rest on a conjecture that an internal OpenAI model now claims to have refuted, the company said on Monday. OpenAI announced two more results the same day, one in mathematics and one in physics. In a blog post, OpenAI…
Shares in CoreWeave, Nebius and Iren fell in early trading on Monday after Elon Musk wrote that most neoclouds will not survive. All three rebounded later in the day, as Arjun Kharpal reported for CNBC. Neoclouds rent out AI computing power, mostly Nvi…
SWI Group, the Amsterdam-listed investment group, has launched SWI Compute to build and run Nvidia AI factories, starting in Europe. The new business has ordered about $1bn of Nvidia systems and plans its first large site in the UK. That UK factory wil…
SoftBank founder Masayoshi Son has picked Malaysia for $50bn of investment in AI, new technology and data centres. Prime minister Anwar Ibrahim made the announcement on Saturday. Anwar said Son told him about the plan during a video call on Tuesday. He…
Gary Smith has been Ciena CEO since May 2001, and led the company through the telecom crash that followed the fibre boom. He says today’s AI build-out is a different kind of cycle, the optical networking company’s chief executive told Steven Rosenbush …
Freedom Holding Corp. is developing the $2bn hub under an agreement signed in November 2025 with Kazakhstan’s Ministry of Artificial Intelligence and Digital Development, the Nasdaq-listed group said in a statement on Monday. The site is planned with 1…
Unitree Robotics is building a system that lets its humanoid robots improve themselves, founder Wang Xingxing said on Thursday. He calls it Unitree Rehearsal. He named it the company’s most important project of the year, Minxiao Chang reported for the …