Data processing equipment, sourced and delivered.Servers, GPU and AI compute, workstations, storage, networking, and rack, power and cooling for businesses and data centres.
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Industry News
What's moving in compute.
News on the data processing equipment and infrastructure market that we follow for our clients and our investments.
November 2026
AI Compute · Nov 3, 2026
AMD's data-centre sales nearly double in a record quarter
Q3 revenue reached US$13.4B, with data centre at US$8.5B (+97%). The first Helios racks with Instinct MI450 GPUs are running at Anthropic, Meta, Microsoft, OpenAI and Oracle.
AMD →
Data Centres · Oct 30, 2026
Big Tech's 2026 capex heads past US$800 billion
Amazon, Alphabet, Meta, Microsoft and SpaceX spent about US$227B in the third quarter, and all five signal higher spending in 2027.
Business Insider via HL →
Processors · Oct 29, 2026
Intel's data-centre and AI sales jump 78%
Q3 revenue rose 21% to US$16.5B, led by the Data Center and AI group at US$7.3B.
Intel →
Memory & Storage · Oct 28, 2026
SK hynix expects memory supply to trail demand through 2030
After record Q3 revenue of 104.6 trillion won, it says more than half of its 2027–28 capacity is already under long-term agreements.
The Korea Times →
Servers · Oct 20, 2026
Supermicro's quarter lands far above guidance
Preliminary Q1 FY2027 revenue of US$18.5–19.5B compares with guidance of US$14.5–15.5B.
Supermicro →
Canada · Oct 15, 2026
Ottawa plans a 60 MW data centre for its cyber agency
Defence Construction Canada's advance notice puts the CSE facility at $1.5–1.8 billion, with the tender expected in 2027.
BNN Bloomberg →
October 2026
AI Compute · Oct 27, 2026
NVIDIA and Oracle scale Vera Rubin to multiple gigawatts
Oracle Cloud Infrastructure is expanding NVIDIA Vera Rubin deployments to multi-gigawatt scale and adding the NVIDIA Vera CPU.
GlobeNewswire →
Canada · Oct 28, 2026
BUZZ HPC lines up ~US$129M for a sovereign GB200 cluster
HIVE's subsidiary is financing NVIDIA GB200 systems to serve a Canadian sovereign AI contract with Cohere.
HPCwire →
Supply Chain · Oct 2026
NVIDIA funds its suppliers to add accelerator capacity
Billion-dollar deals with six partners for substrates, advanced packaging, testing and optics are aimed at more GPU supply in 2027–28.
Tom's Hardware →
Servers · Oct 2026
AMD to increase CPU and GPU supply in 2027
AMD is working with Taiwanese partners to expand production as demand for data-centre compute keeps outrunning supply.
Network World →
Memory & Storage · 2026
Memory shortage pushes server costs and lead times up
AI demand is taking most DRAM and NAND output, so server memory and enterprise SSD prices keep rising and OEM lead times are longer.
Relutech →
Data Centres · Oct 26, 2026
Eco DC secures turbines for 2.1 GW of Canadian data-centre power
The Montreal company says 30 Dongfang gas turbines will supply dedicated power for AI infrastructure in Canada.
Yahoo Finance →
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In numbers we trust.
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