vertical integration - Page 13
Stories from vertical integration come first, newest first, then stories from connected topics (AI chips, Semiconductors, Nvidia, AI Chips & Compute, Tech News, AI), each labelled with where it comes from. This view is not indexed by search engines.
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Corning Says Gen AI Fibre Sales More Than Doubled in the Third Quarter
Corning's third-quarter core sales rose 19% to $5.08bn as optical sales jumped 44% and it says Gen AI product sales more than doubled year on year.
Naver Signs $9bn Brookfield Compute Deal, Clearing Way for Nvidia
Naver has signed a $9bn compute deal with a Brookfield fund and guaranteed up to KRW 18.74tn of its cloud unit's payments, meeting Nvidia's condition.
CoreWeave Opens Copenhagen AI Site and Extends Its Network Into Asia
CoreWeave has switched on most of a 22.5 MW AI site in Copenhagen and plans network links to seven Asia-Pacific and Middle East markets by mid-2027.
NVIDIA to Invest $3bn in Meta’s Share Sale as Muse Partnership Grows
NVIDIA will invest $3bn in Meta's equity offering and widen work on Muse, as Meta prices an upsized $25bn share sale at $625 plus $12.5bn of preferred.
Intel Agrees to Buy Classiq in a Deal Ctech Values at $2.3bn
Intel has agreed to buy Israeli quantum software firm Classiq to build a full-stack quantum platform. Ctech puts the price at $2.3bn; Intel gives none.
Taiwan Held 69% of Advanced Chip Capacity; 47% Forecast by 2032
Taiwan held 69% of the world's capacity for chips below 10nm in 2022. Why that matters, what a long halt could cost, and how new fabs spread the load.
Rambus Reports Record Q3 Revenue of $218.3m, Up 22% Year on Year
Rambus posted record Q3 2026 revenue of $218.3m, up 22%, as memory interface chip sales hit a record. It guides Q4 revenue to $227m-$233m.
Bedrock Robotics Raises $600m at $4.1bn to Scale Driverless Diggers
Bedrock Robotics, founded by ex-Waymo engineers, has raised $600m at a $4.1bn valuation after its autonomous excavators began paid work in August.
Unconventional AI to Buy NeuReality as It Chases a 1,000x Chip Goal
Naveen Rao's Unconventional AI has agreed to buy Israeli inference chipmaker NeuReality, bringing in about 40 engineers. No price was given.
SWI Compute Plans 30MW UK AI Factory, Orders About $1bn of NVIDIA Kit
SWI Compute says it has ordered about $1bn of NVIDIA systems and will open a 30MW UK AI factory by end-2027. It has not named the site or financing.
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