ActivityTechnologyHardwarePartnership30 September 2026HPE wins $1.2 billion Vultr order for AMD Helios AI racksIt is HPE's first order for the AMD Helios system, and HPE is also supplying networking, liquid cooling and deployment services.HPE, Vultr
Ericsson to streamline its structure and warns of higher component costsRestructuringEricsson·Telecommunications·15 Oct·The Wall Street Journal
TSMC reports net profit up 69% on AI infrastructure demandResultsTSMC·Semiconductors·15 Oct·The Wall Street Journal +1
Solaria agrees to build a $5.7 billion data center park in UruguayExpansionSolaria·Cloud & Infrastructure·15 Oct·Expansión