
Volantis has raised $88M to build a photonic link between AI compute and memory, using gallium arsenide lasers to avoid constraints in indium phosphide. The Netherlands is building a EUR 153M indium phosphide pilot line at Eindhoven that opens in 2027,…

Enterprise AI is no longer a future ambition. It is in full operational flight. Model capabilities are advancing faster than most organizations can absorb, while the cost of performance continues to fall. Globally, AI investment is set to reach $2.5 trillion in 2026, up 44% from the previous year. For many enterprises, this investment has…
U.S. authorities have arrested a California man accused of smuggling more than $300 million worth of export-controlled Nvidia-powered servers to China through Malaysia and Singapore, allegedly using false paperwork to conceal their final destination

Anthropic has warned that the US government’s view of the company could hurt its ties with business customers and partners as well as its government work. The warning is in the AI firm’s IPO prospectus, which Reuters reported on Friday after seeing the…

Tencent has signed a five-year lease to use about 100,000 advanced AI chips from Oracle. People familiar with the matter told the Financial Times about the deal. The chips, which are not available in China, sit in several Oracle data centres in South-E…

Micron says the global memory shortage will get tighter over the next two years. The US chipmaker reported record results on Wednesday. Revenue for the quarter to 3 September rose nearly fivefold from a year earlier, to $54.23bn, the company said. Net …

OpenAI’s rogue agents reached pre-production servers, tried attacker techniques and probed the websites of the CDC, the SEC, the International Energy Agency and the Mayo Clinic. That is according to an investigation published on Thursday by Asymmetric …