QCi Acquires NHanced to Advance Quantum Chip Manufacturing
📅 - Quantum Computing Inc. has completed its acquisition of NHanced Semiconductors for $73.1 million in cash and stock, with up to $72 million more tied to performance targets, giving the quantum optics and integrated photonics company a larger U.S. manufacturing base as it tries to convert prototypes into commercial photonic and quantum hardware at scale for real customers.
The deal is about control. Not the abstract kind. Process control, packaging control, testing control, customer delivery control. QCi has been talking about moving from research-driven innovation and prototyping into scalable commercial production, and NHanced gives it a more substantial answer to the obvious question [...][... Check source for end of article ...]
📅 - Ionic Digital Raises $400M For AI Infrastructure Growth - Ionic Digital, headquartered in Coral Gables, Florida, has raised $400 million in a private equity placement led by Attestor, Oaktree Capital Management and Sachem Head Capital Management, adding institutional capital as demand for AI and high-performance computing infrastructure keeps lifting appetite for power-heavy digital assets. Citadel and Weiss Asset Management also joined the round, valuing the company at $2 billion before new money.
For infrastructure buyers, the transaction says something fairly direct: capital is still available for platforms that can plausibly serve the compute buildout. Not everywhere. Not cheaply. But available.
Ionic Digital describes itself as a digital [...]
📅 - Deloitte, IBM, Red Hat Target Automated Software Supply Chain Threats - Deloitte, IBM and Red Hat are tying Deloitte's cyber services to Lightwell, a remediation model aimed at shielding enterprise software supply chains as automated attacks shorten the time from vulnerability disclosure to exploitation, while giving companies a way to patch production open source components without immediately moving the applications that depend on them to newer stable versions.
The deal is less about another scanner and more about who owns the ugly middle of remediation. Enterprises already know their applications are stitched together from internal code, open source packages, and commercial software from vendors that may or may not move fast enough. The hard part is not [...]
📅 - OVHcloud Public Cloud Growth Tops 20% as AI Plans Expand - OVHcloud reported faster third-quarter growth as public cloud revenue rose more than 20%, helped by starter products, corporate demand and fresh AI moves. The French cloud provider confirmed its fiscal 2026 targets, including positive levered free cash flow, while highlighting a European Commission sovereign-cloud win and planned Gladia acquisition during a crowded quarter for cloud infrastructure announcements.
For OVHcloud, the quarter is partly about numbers. €289.6 million in revenue, up 6.9% like for like. Nine-month revenue of €844.9 million, up 6.0%. Nothing explosive. But the shape is more interesting than the total.
Public Cloud is doing the work. Revenue in that segment reached [...]
📅 - OpenAI and Broadcom Unveil Jalapeño Inference Chip - OpenAI and Broadcom have unveiled Jalapeño, a custom inference accelerator designed around large language models, claiming early lab results show better performance per watt than current leading systems, as OpenAI extends its infrastructure ambitions from models and products into silicon intended for gigawatt-scale data centers beginning with partners by late 2026 and, eventually, more generations of hardware.
The chip is being framed as OpenAI's first Intelligence Processor, which is grand language for a simple industrial reality: the company does not want to remain fully dependent on other people's accelerators as inference demand becomes the expensive center of the AI business. [...]
📅 - Lenovo Targets AI Cost Issue with Hybrid Inference Systems - Lenovo is expanding its Hybrid AI Advantage portfolio with new inferencing and agentic AI systems built with NVIDIA, Intel, Red Hat and Canonical, arguing enterprises need cheaper token economics and local control as AI spending shifts from experiments to always-on production workloads running across PCs, workstations, data centers and clouds under tighter governance pressure globally now constraints.
The claim is straightforward enough: enterprise AI is moving out of the lab, and the bill is starting to look ugly. Training models was expensive, visible and centralized. Inference is different. It happens constantly. Search requests, service desk agents, code assistants, retail kiosks, HR [...]
📅 - Wistron Expands AI Server Capacity as Demand Outruns Supply - Wistron is putting fresh money into AI server rack capacity across California, Taiwan, Vietnam, and Malaysia, a manufacturing expansion that says more about enterprise infrastructure pressure than supplier optimism. The Taiwanese contractor is following demand from Nvidia-linked systems and global cloud operators, while warning that CPUs and other components remain tight enough to slow deliveries for now.
The board action gives a cleaner view of what the AI infrastructure buildout looks like when it leaves keynote slides and hits factory planning. Wistron approved roughly $150 million for WisLab EMS, its California subsidiary, taking total investment in that unit to about $212.1 million. [...]