San Francisco – October 31, 2026 -- Merchant-built server-class Ethernet NIC revenue rose 40% year-over-year in calendar Q2 2024, reaching an annualized run-rate close to $5 billion, according to Crehan Research. The figures cover adapters, controllers and LOMs.

SmartNICs grow over 50% while mainstream NICs gain over 30%

Foundational/Performance Ethernet NIC revenue increased more than 30% year-over-year. DPU/IPU Ethernet SmartNIC revenue grew more than 50%. Crehan attributes the growth largely to numerous concurrent Ethernet speed and technology upgrades.

Global – October 24, 2026 -- ARM is set to debut its first in-house chip by summer, moving beyond its traditional role as an IP provider into chip design, while Intel's strategy as an integrated device manufacturer (IDM) faces questions after CEO Pat Gelsinger departed in December 2024.

Finland – October 24, 2026 -- SemiQon, a 2023 spinout from Finland's VTT research institute, has shipped its first 4-qubit silicon spin-qubit chips to research collaborators after completing several fab runs. CEO and co-founder Himadri Majumdar says buyers should judge quantum processors on fidelity at scale and other system-level metrics, not on small-device fidelity alone.

United States – October 19, 2026 -- Six of the largest hyperscalers are on track to spend more than $700 billion on computing infrastructure this year, about double the record set in 2025, as gains from shrinking transistors fade and performance is bought by building bigger systems.

San Jose – October 13, 2026 -- Compal Electronics (TWSE: 2324) will show an eight-GPU, liquid-cooled NVIDIA Blackwell Ultra server alongside Rubin-based and Vera CPU systems at OCP Global Summit 2026. The company is pitching shorter time-to-AI to cloud service providers, enterprises and AI infrastructure operators.

Houston – October 06, 2026 -- Works360 has launched PLAiPulseTM, a new experience intelligence technology that lets customers watch CPU, GPU and NPU activity in real time while evaluating AI PCs with their own applications and workflows.

Plainsboro Township, N.J. – October 02, 2026 -- ConnX, Inc. is integrating Intel edge computing technology into its MaestroIQTM Shared Intelligence Layer, aiming to process operational data at the point of activity rather than in centralized data centers for transportation, manufacturing and other mission-critical operators.

Singapore – September 29, 2026 -- Castrol has launched Castrol CORE, an integrated thermal management offer that shifts the company from selling standalone cooling products to providing end-to-end design, deployment and lifecycle services for data centres.

San Jose, Calif. – September 22, 2026 -- The OpenSearch Software Foundation has recorded a 140% year-over-year jump in global project downloads, surpassing 2.4 billion total, as the vendor-neutral search and analytics platform expands its enterprise backing.