high-performance computing

Victory Giant Technology reports strong Q1 results with 28% revenue growth to 5.52 billion yuan, driven by AI server PCB demand. Stock rallies 7% post-earnings.

Hut 8 and Cipher Digital stocks surge after announcing major AI data center lease deals worth billions, pivoting from cryptocurrency mining to high-performance computing infrastructure.

ChronoScale appoints Cenly Chen, former Super Micro executive with 20+ years infrastructure experience, as CEO to lead AI compute expansion.

TotalEnergies partners with Dell and NVIDIA on €100M+ Pangea 5 AI supercomputer in France, though shares fell 5.17% amid earnings misses and production disruptions.

1606 Corp. agrees to acquire majority stake in Sim Agro to build captive power and data center infrastructure for AI markets, with $4.2M cost reduction.

Applied Digital stock surged 12.09% on a $7.5B, 15-year hyperscaler AI data center deal, boosting total contracted revenue to $23B and validating strong AI infrastructure demand.

German photonic computing startup Q.ANT opens U.S. headquarters in Austin, appoints veteran CTO, and plans to localize manufacturing while scaling operations with 30x energy efficiency gains.

Alchip Technologies to unveil advanced AI ASIC capabilities at TSMC 2026 symposium, showcasing 3nm production designs and 2nm ecosystem participation with advanced packaging technologies.

Vicor reports 20% YoY revenue growth to $113M in Q1 2026, with backlog surging 70% to $301M amid AI and defense demand. Expanding manufacturing capacity.

Applied Digital posts 120% revenue growth and $16B in contracted commitments, but grapples with negative free cash flow and $2.8B debt amid AI infrastructure buildout.

Digital Realty opens first Asia-Pacific Innovation Lab in Tokyo to support AI infrastructure testing, with 20+ partners already using the facility and Singapore expansion planned for late 2026.

SharonAI secures $1.25B Australian AI infrastructure deal with ESDS, deploying 8K B300 cluster and generating revenue from Q3 2026 onward.

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.