high-performance computing

Qnity Electronics partners with $NVIDIA on semiconductor materials research and invests $61.5M in Taiwan facility launching 2027, with shares rising 0.46%.

Mawson Infrastructure regains Nasdaq compliance, settles $19M lawsuits, establishes M&A committee to pursue AI infrastructure opportunities.

Global high-end semiconductor packaging market to surge from $40.1B (2025) to $134.9B by 2035, driven by AI and cloud computing expansion.

Covalis invests $30.29M in Core Scientific as it shifts from crypto mining to AI data centers, with colocation revenue nearly tripling to $65M in 2025.

TSSI stock jumped 8.05% after reporting 22% YoY revenue growth to $60.9M and 132% adjusted EBITDA surge, projecting $20-22M EBITDA for 2026.

La Rosa Holdings pivots to AI infrastructure through proposed all-equity acquisition of Nvidia Cloud Partner Consensus Core, targeting 2+ gigawatts of North American capacity.

Equinix and CPP Investments jointly acquire Nordic data center operator atNorth for $4B, with CPP taking 60% stake and Equinix 40%, expanding Scandinavian infrastructure presence.

Signing Day Sports merges with BlockchAIn LLC to enter AI infrastructure market. Combined entity will leverage BlockchAIn's 40-megawatt data center, trading as AIB on NYSE American.

Digital Realty launches innovation labs in Singapore and Japan to help enterprises test AI infrastructure before full deployment, expanding its DRIL program across Asia Pacific.

TSM reports record financial performance driven by AI chip demand, with revenue up 350% and gross margins near 60%. AI chips now represent 58% of revenue.

Ashford Capital increased its Vicor position by $10.94M, betting on sustained demand for power conversion tech in AI and data center infrastructure.