GlobalFoundries has been selected as the technology provider and operator for two new semiconductor manufacturing facilities at its Malta, New York, site under a U.S.-Japan initiative providing up to 21 billion dollars in funding. The company announced the plan on October 14, saying Japan will provide the investment while GlobalFoundries contributes its manufacturing technology and operational expertise. The fabs are intended to expand trusted U.S. production of foundational semiconductors and strengthen supply chains for automotive, industrial and connected infrastructure markets.

Oxford-based Salience Labs has closed an oversubscribed $125 million Series B funding round to scale its photonic networking chips for AI data center infrastructure. The round was led by Bullhound Capital, whose principal Callum Stewart is joining the company's board. New and returning backers include AMD Ventures, Intel Capital, SBI Group, Hudson River Trading and the British Business Bank, along with existing shareholders Applied Ventures, Oxford Science Enterprises, Cambridge Innovation Capital and Silicon Catalyst Ventures.

ASML gave the clearest signal yet on Wednesday that the artificial intelligence buildout is still accelerating upstream, in the factories that make the chips themselves. The Dutch lithography giant reported third-quarter net sales of 11.662 billion euros and net income of 4.960 billion euros, with a gross margin of 57.5 percent and basic earnings per share of 12.95 euros.

Enterprise VPN appliances are supposed to guard the edge of the network. This week, one of the most widely used of them became the way in.

Marvell Technology, Microsoft and Oracle have formed a new working group under the Open Compute Project to standardize a piece of security hardware that has traditionally lived outside the server. The group, organized under the OCP Security Track, will define open specifications for an integrated hardware security module designed for cloud and hyperscale data centers.

Microsoft's October Patch Tuesday, released on October 13, 2026, is the largest in the company's history. Cisco Talos counted 1,415 vulnerabilities addressed across Microsoft products, including 85 rated critical, 67 of them remote code execution flaws. Computer Weekly noted that the total exceeds the number Microsoft fixed in all of 2023, and that it shatters the previous record of roughly 1,000 flaws set just last month, which itself had passed a mark of a little over 600 set in July. By comparison, the October 2025 release addressed about 175 flaws.

NVIDIA and Cisco are trying to solve one of the least glamorous but most binding limits in AI data centers: the front panel of the switch. At the Open Compute Project Global Summit in Santa Clara on October 12, the two companies announced plans for Ultra-Dense Small Form Factor Pluggable, or USFP, a new optical module designed for 400 gigabits per second per lane.

Self-managed GitLab servers need an urgent update. On October 12, GitLab released emergency patches for a maximum-severity vulnerability in its CI/CD Regular Expression Compiler, warning that the flaw could allow an unauthenticated attacker to execute arbitrary code on the GitLab server itself.

Quantum computing company IonQ has agreed to acquire Elisity, an enterprise Zero Trust security firm, in an all-stock transaction valued at up to 1.3 billion dollars. The deal, announced Monday, includes up to 150 million dollars in earnout payments tied to the performance of the Elisity business after closing.

Microsoft is making its biggest push yet to run its own AI services on its own silicon. The company said Monday that its newest in-house accelerator, the Maia 300, will start rolling out next year, and that it expects to install its Maia chips at multiple-gigawatt scale across its data centers. The plan would make Maia the primary inference system behind Microsoft products — the hardware that answers every Copilot prompt, summarizes every Teams meeting, and generates every research response.