Oracle used its Oracle AI World conference in Las Vegas on Tuesday to widen the menu of chips behind Oracle Cloud Infrastructure, expanding its supply deal with Nvidia to multi-gigawatt scale while adding rival processors from Google, Cerebras Systems and SambaNova Systems for the first time.

Infineon Technologies said on Tuesday, October 27, that it will invest around 1.1 billion euros at its site in Villach, Austria, to build what it calls the world's first high-volume production line for gallium nitride power semiconductors on 300-millimetre wafers. Production is scheduled to start by the end of 2027, with the investment programme running through 2034 and the ramp-up adjusted to market demand.

Compal Electronics and ARC Cloud announced on October 27 that they have signed a memorandum of understanding to work together on large-scale AI computing infrastructure, in a deal signed during the 2026 OCP Global Summit in San Jose.

The agreement sets out a framework for collaboration on advanced AI computing systems, high-performance GPU clusters and next-generation data center infrastructure. As part of that broader work, the companies said they will explore opportunities tied to a data center development roadmap of up to 100 MW.

Cadence Design Systems on Monday launched Cadence Maestro, a portfolio of artificial intelligence models tuned specifically to help design computer chips, deepening its work with Nvidia and giving chipmakers an option they can run entirely inside their own data centers.

SpaceX has signed a binding commitment for roughly 40 billion dollars in financing for AI chips and related data center equipment, the company disclosed in a regulatory filing on Monday. SpaceX called it the "largest committed GPU financing," and it gives the company a new way to fund its AI buildout without relying solely on traditional debt markets.

SWI Compute emerged from stealth on Monday to build and operate NVIDIA AI factories, launching first in Europe on a power base its parent has spent six years assembling. The company, part of Euronext Amsterdam-listed SWI Group, says it is backed by 3.6 gigawatts of power capacity secured across Europe and the United States, became a Preferred NVIDIA Cloud Partner in August, has ordered approximately 1 billion dollars of NVIDIA systems, and has finalized contracts with its first customers.

Japan's GMO Internet Group is facing hard questions about its own security process after hackers breached its Onamae.com Desktop Cloud, a Windows virtual server service that foreign-exchange traders use to run automated trading programs around the clock. On October 25, group founder and chief executive Masatoshi Kumagai acknowledged that in-house security specialists had identified weaknesses in the service before the intrusion, but that the response lacked sufficient speed and depth.

Nvidia has put a rough price on the software layer it wants to sell on top of its AI hardware: about 2,000 dollars per GPU per year for the software that runs AI agents on what the company calls AI factories. Chief executive Jensen Huang floated the figure at GTC Berlin on October 22, saying software licensing will become an increasingly major part of the company's business, with the agent software licensed, in his example, at roughly that rate per GPU annually.

The Reserve Bank of India will inaugurate its new Data Centre and Cybersecurity Training Institute in Bhubaneswar, Odisha, today, Sunday, October 25, with Prime Minister Narendra Modi scheduled to open the facilities at around 4:45 p.m. and address the gathering. The Prime Minister's Office announced the programme on October 24, framing the complex as a step to strengthen the technological foundations of India's financial system.

A new UEFI bootkit called BlackX has been used in a cyberespionage campaign against diplomatic agencies in Central Asia, exploiting an old Secure Boot bypass on machines that were, by the usual measure, fully patched. Kaspersky researchers published their analysis on October 22, saying they identified the attack in early 2026 against diplomatic agencies in Tajikistan, Uzbekistan and Turkmenistan, and attributed it to the China-linked group APT41 with medium confidence. BleepingComputer and The Hacker News reported the findings this week.