Hardik Shah

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Intuitive Machines Completes SXM-11 Satellite Handover to SiriusXM - $Intuitive Machines(LUNR.US) $Sirius XM(SIRI.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗜𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗠𝗮𝗰𝗵𝗶𝗻𝗲𝘀 completes 𝗦𝗫𝗠-𝟭𝟭 satellite handover to SiriusXM.

➤ 𝗦𝗫𝗠-𝟭𝟭 is now fully operational after successful in-orbit testing.

➤ Satellite launched aboard 𝗦𝗽𝗮𝗰𝗲𝗫 𝗙𝗮𝗹𝗰𝗼𝗻 𝟵 on June 28, 2026.

➤ SXM-11 uses Intuitive Machines' 𝗜𝗠 𝟭𝟯𝟬𝟬™ series platform.

➤ Partnership has produced 𝟭𝟯 𝘀𝗽𝗮𝗰𝗲𝗰𝗿𝗮𝗳𝘁 over more than two decades.

➤ Work is already underway on SiriusXM's 𝗻𝗲𝘅𝘁 satellite.

➤ SXM-11 strengthens SiriusXM network 𝗿𝗲𝗮𝗰𝗵, reliability, and resilience.

➤ Recent acquisitions expand Intuitive Machines' 𝗕𝘂𝗶𝗹𝗱-𝗖𝗼𝗻𝗻𝗲𝗰𝘁-𝗢𝗽𝗲𝗿𝗮𝘁𝗲 framework.

➤ Company is expanding as an integrated 𝘀𝗽𝗮𝗰𝗲 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 prime.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Successful handover demonstrates Intuitive Machines' 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 execution capabilities.

➤ Continued SiriusXM orders provide evidence of 𝗿𝗲𝗽𝗲𝗮𝘁 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 demand.

➤ Operational SXM-11 enhances SiriusXM's 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗻𝗲𝘁𝘄𝗼𝗿 resilience and coverage.

➤ Acquisitions broaden LUNR's exposure beyond lunar missions into 𝘀𝗽𝗮𝗰𝗲 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗦𝗲𝗮𝗻 𝗚𝗶𝗯𝗯𝗼𝗻𝘀, Chief Product and Technology Officer at SiriusXM:

“For more than two decades, SiriusXM and the Intuitive Machines team have worked together to design and deliver multiple generations of high-powered satellites,” said Sean Gibbons, Chief Product and Technology Officer at SiriusXM. “This latest satellite builds on the success of SXM-9 and SXM-10, and work is already underway on the next satellite in the series. That sustained partnership is strengthening the reach, reliability and resilience of our next-generation satellite network and helping us deliver the premium in-car experience our subscribers count on.”

𝗖𝗵𝗿𝗶𝘀 𝗝𝗼𝗵𝗻𝘀𝗼𝗻, President, Intuitive Machines Space Systems:

“SXM-11 marks another milestone in our longstanding partnership with SiriusXM. Over the course of our relationship, we have built 13 spacecraft together,” said Chris Johnson, President, Intuitive Machines Space Systems. “This handover reflects our shared commitment to mission success and the confidence SiriusXM continues to place in our team to deliver high-performance, reliable space systems. We continue to demonstrate our ability to design, build, and deliver satellite systems that meet the demanding requirements of today’s commercial space market with robust, scalable high-power platforms.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Credo Tech(CRDO.US) Credo Launches 1.6T ZeroFlap Optical Transceivers for AI Networks

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗖𝗿𝗲𝗱𝗼 launches 𝟮𝟮𝟰𝗚-based 𝟭.𝟲𝗧 ZeroFlap optical transceivers for AI networks.

➤ Platform combines 𝗭𝗲𝗿𝗼𝗙𝗹𝗮𝗽 𝗗𝗦𝗣, 𝗞𝗳𝗶𝗿𝟮𝟬𝟬 silicon photonics, and PILOT diagnostics.

➤ 𝗣𝗜𝗟𝗢𝗧 continuously monitors optical-link health and streams real-time telemetry.

➤ Technology detects fiber issues and 𝗹𝗶𝗻𝗸 𝗳𝗹𝗮𝗽𝘀 before AI workloads suffer.

➤ ZeroFlap supports 𝟮𝘅𝗗𝗥𝟰, 𝟮𝘅𝗙𝗥𝟰, and 𝗗𝗥𝟴 AI interconnect architectures.

➤ Platform targets faster 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗳𝗶𝗿𝘀𝘁 𝘁𝗼𝗸𝗲𝗻 and improved cluster uptime.

➤ Telemetry supports 𝗦𝗢𝗡𝗶𝗖 and other leading switch operating systems.

➤ Remote telemetry and firmware updates simplify large-scale AI network maintenance.

➤ Cignal AI forecasts over 𝟭𝟭 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 1.6T transceivers shipping in 2026.

➤ Cignal AI expects 2027 shipments to 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗱𝗼𝘂𝗯𝗹𝗲 2026 levels.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 𝗖𝗿𝗲𝗱𝗼 expands its opportunity in rapidly scaling AI data-center connectivity.

➤ 𝟭.𝟲𝗧 networking is emerging as critical infrastructure for larger AI clusters.

➤ Proactive diagnostics could reduce 𝗱𝗼𝘄𝗻𝘁𝗶𝗺𝗲 and accelerate AI cluster deployment.

➤ Forecast shipment growth signals potentially significant demand for 𝟭.𝟲𝗧 optical connectivity.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗔𝗺𝗲𝗲𝘁 𝗦𝘂𝗿𝗶, VP of Product at Credo:

“Getting an AI cluster online—and keeping it running—starts with a stable network,” said Ameet Suri, VP of Product at Credo. “ZeroFlap Optics constantly monitor every link with built-in telemetry that detects warning signs to notify operators and avoid costly link flaps. That means customers get their clusters running faster and keep them running longer.”

𝗦𝗰𝗼𝘁𝘁 𝗪𝗶𝗹𝗸𝗶𝗻𝘀𝗼𝗻, Lead Analyst, Optical Components at Cignal AI:

“The 1.6T optical transceiver ramp has begun, with over 11 million forecast to ship in 2026 and more than double that number shipping in 2027," said Scott Wilkinson, Lead Analyst, Optical Components at Cignal AI. “Credo's ZeroFlap transceivers address two critical priorities in scaling 1.6T AI infrastructure deployments reliably: optical link resilience and operational visibility. By harnessing real-time telemetry in the transceiver, Credo is enabling networks to predict and prevent failures before they impact services.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Astera Labs(ALAB.US) Astera Labs Launches New Leo Memory Solutions for Agentic AI Infrastructure

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗔𝘀𝘁𝗲𝗿𝗮 𝗟𝗮𝗯𝘀 launches new 𝗟𝗲𝗼 𝗫-𝗦𝗲𝗿𝗶𝗲𝘀 and 𝗟𝗲𝗼 𝟮 memory controllers.

➤ Leo X-Series targets 𝗞𝗩-𝗰𝗮𝗰𝗵𝗲-intensive, long-context agentic AI inference workloads.

➤ Leo X-Series delivers up to 𝟲𝟮% faster time-to-first-token.

➤ Platform delivers up to 𝟮𝟮% more tokens per second.

➤ Leo 2 doubles 𝗺𝗲𝗺𝗼𝗿𝘆 𝗯𝗮𝗻𝗱𝘄𝗶𝗱𝘁𝗵 and capacity versus previous generation.

➤ New controllers support 𝗗𝗗𝗥𝟰, 𝗗𝗗𝗥𝟱, 𝗣𝗖𝗜𝗲 𝟲 and 𝗖𝗫𝗟 𝟯.𝟮.

➤ Leo 2 enables memory expansion, pooling, sharing, and 𝗗𝗗𝗥𝟰 reuse.

➤ Astera reports growing design wins across 𝗔𝗜 𝗹𝗮𝗯𝘀, hyperscalers, and neoclouds.

➤ New Leo products are 𝘀𝗮𝗺𝗽𝗹𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆 with hyperscaler customers.

➤ Development involved 𝗔𝗠𝗗, 𝗔𝗿𝗺, 𝗜𝗻𝘁𝗲𝗹 and major memory suppliers.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Agentic AI is rapidly increasing demand for 𝗺𝗲𝗺𝗼𝗿𝘆 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆 and bandwidth.

➤ Faster KV-cache access can improve 𝗔𝗜 𝗶𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 economics and responsiveness.

➤ Memory pooling and reuse could reduce expensive 𝗗𝗥𝗔𝗠 over-provisioning.

➤ Growing design wins could expand Astera's exposure to 𝗿𝗮𝗰𝗸-𝘀𝗰𝗮𝗹𝗲 𝗔𝗜 infrastructure.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗠𝗮𝘁𝘁 𝗞𝗶𝗺𝗯𝗮𝗹𝗹, Vice President and Principal Analyst at Moor Insights & Strategy:

“Agentic AI adoption is outpacing the industry's ability to provision memory for it, and that gap is widening every quarter," said Matt Kimball, vice president and principal analyst at Moor Insights & Strategy. "That growth is landing at the worst possible time for memory supply, with DDR5 tight and pricing climbing, so every gigabyte already deployed has to work harder. The new Leo X-Series and Leo 2 E and P-Series Smart Memory Controllers immediately address KV-cache-intensive AI workloads, improve memory utilization, and reliably reuse previously deployed memory across both AI and general-purpose cloud infrastructure, instead of simply buying more of it."

𝗧𝗵𝗮𝗱 𝗢𝗺𝘂𝗿𝗮, Senior Vice President, Compute Connectivity Group at Astera Labs:

“Agentic AI is where the economics of AI infrastructure are being decided, and those economics depend on putting every usable gigabyte of memory to work,” said Thad Omura, senior vice president, Compute Connectivity Group at Astera Labs. “The enhanced Leo family gives infrastructure providers purpose-built ways to connect memory to accelerators, CPUs, and hosts across the rack—turning previously deployed and stranded capacity into a resource that new AI and cloud workloads can use. We're seeing that translate into broader customer engagement across AI labs, hyperscalers, and neoclouds.”

𝗥𝗼𝗯𝗲𝗿𝘁 𝗛𝗼𝗿𝗺𝘂𝘁𝗵, Corporate Vice President, Architecture and Strategy at AMD:

“Agentic AI is increasing demand for balanced systems that can move and process more data without sacrificing efficiency. AMD EPYC processors deliver leadership performance, exceptional memory bandwidth and capacity, and high-speed I/O across the broadly deployed x86 platform. Our collaboration with Astera Labs around CXL extends that foundation, giving customers greater flexibility to scale memory-intensive AI and cloud workloads and improve infrastructure utilization.”

𝗘𝗱𝗱𝗶𝗲 𝗥𝗮𝗺𝗶𝗿𝗲𝘇, Vice President of Go-To-Market, Cloud AI, Arm:

“As AI infrastructure evolves, agentic AI, reinforcement learning and database workloads are driving demand for higher-capacity memory. Arm and Astera Labs are working together to pair Arm AGI CPU with Leo CXL Smart Memory Controllers, helping customers meet these growing requirements while maintaining scalable performance.”

𝗦𝗿𝗶𝗻𝗶 𝗞𝗿𝗶𝘀𝗵𝗻𝗮, Fellow at Intel Data Center Group:

"CXL was created to bring greater flexibility and efficiency to memory across the data center. Technologies like Astera Labs' Leo Smart Memory Controllers help turn that vision into reality, demonstrating how ecosystem innovation can help customers get more out of their AI infrastructure and support the next generation of data-intensive workloads."

𝗝𝗮𝗻𝗴𝘀𝗲𝗼𝗸 𝗖𝗵𝗼𝗶, Vice President of Product Planning Team at Samsung Electronics:

"We are contributing to the evolution of AI infrastructure through the development of CXL memory solutions designed to help address the growing memory demands of modern data centers. We are excited to collaborate with Astera Labs to help ensure our DRAM solution offer strong interoperability within the evolving CXL ecosystem, and remain committed to supporting a scalable, high-performance memory architecture for the AI era."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Grab(GRAB.US) GRAB to Acquire 60% Stake in Atome Financial for $1.49 Billion

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗚𝗿𝗮𝗯 will acquire a 𝗺𝗮𝗷𝗼𝗿𝗶𝘁𝘆 𝟲𝟬% stake in Atome Financial.

➤ Transaction values the acquired stake at approximately $𝟭.𝟰𝟵 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Stake will be acquired from 𝗔𝗱𝘃𝗮𝗻𝗰𝗲 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗚𝗿𝗼𝘂𝗽 and others.

➤ 𝗔𝘁𝗼𝗺𝗲 provides buy-now-pay-later services across multiple consumer categories.

➤ Grab now targets a loan book exceeding $𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 by 𝟮𝟬𝟮𝟴.

➤ Previous target was more than $𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 by year-end.

➤ Atome generated $𝟰𝟳𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 revenue in 2025, increasing 𝟴𝟬%.

➤ Atome achieved its 𝘀𝗲𝗰𝗼𝗻𝗱 𝗰𝗼𝗻𝘀𝗲𝗰𝘂𝘁𝗶𝘃𝗲 annual profit before taxes.

➤ Deal follows Grab's recent 𝗦𝘁𝗮𝘀𝗵 and 𝗙𝗼𝗼𝗱𝗽𝗮𝗻𝗱𝗮 𝗧𝗮𝗶𝘄𝗮𝗻 acquisitions.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Acquisition significantly expands Grab's exposure to 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗹𝗲𝗻𝗱𝗶𝗻𝗴.

➤ New $𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 target signals substantially higher financial-services ambitions.

➤ Atome adds a rapidly growing, already 𝗽𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗹𝗲 BNPL platform.

➤ Deal further diversifies Grab beyond 𝗿𝗶𝗱𝗲-𝗵𝗮𝗶𝗹𝗶𝗻𝗴 and food delivery.

Jim Cramer on $Gemini Space Station(GEMI.US) Gemini Space Station

: “It’s a crypto play. It’s really down way too low. I would keep it as your spec.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Cipher Digital(CIFR.US) Cipher Digital, Fluidstack and Anthropic Commit $𝟭𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 to Texas Water Infrastructure

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗖𝗶𝗽𝗵𝗲𝗿, 𝗙𝗹𝘂𝗶𝗱𝘀𝘁𝗮𝗰𝗸 and 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 jointly commit $𝟭𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Funding targets 𝗖𝗼𝗹𝗼𝗿𝗮𝗱𝗼 𝗖𝗶𝘁𝘆's aging water infrastructure in Texas.

➤ Projects include additional 𝘄𝗮𝘁𝗲𝗿 𝘀𝘁𝗼𝗿𝗮𝗴𝗲 and replacement of aging valves.

➤ Companies established the nonprofit 𝗖𝗼𝗹𝗼𝗿𝗮𝗱𝗼 𝗖𝗶𝘁𝘆 𝗪𝗮𝘁𝗲𝗿 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗙𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻.

➤ Foundation will coordinate projects with 𝗖𝗼𝗹𝗼𝗿𝗮𝗱𝗼 𝗖𝗶𝘁𝘆 officials and engineers.

➤ Investment follows chronic outages and July storm damage to water infrastructure.

➤ Cipher's 𝗕𝗮𝗿𝗯𝗲𝗿 𝗟𝗮𝗸𝗲 data center uses its own water supply.

➤ Facility draws 𝗻𝗼 𝘄𝗮𝘁𝗲𝗿 from Colorado City's municipal system.

➤ Cipher says operations won't impact local drinking water or residential utility bills.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ The $𝟭𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 commitment could improve local water reliability and resilience.

➤ Investment addresses community infrastructure concerns surrounding expanding 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 development.

➤ Independent on-site water reduces potential competition with 𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 𝘄𝗮𝘁𝗲𝗿 demand.

➤ Partnership highlights community investment alongside growing 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 deployment.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗗𝘂𝘀𝘁𝗶𝗻 𝗕𝘂𝗿𝗿𝗼𝘄𝘀, Texas House Speaker:

"As Texas continues to grow, it is important that the companies helping drive that growth are also good neighbors and partners in our communities. This donation for Colorado City's water infrastructure will strengthen the region's water future while demonstrating a commitment to the Texans who call this community home. I want to thank the companies for their generosity and for investing in the long-term future of Colorado City and West Texas."

𝗥𝘂𝗯𝗲𝗻 𝗛𝘂𝗿𝘁, Colorado City Mayor:

"When we welcomed these companies to our community, they told us they would be good neighbors. This $10 million contribution for critical repairs to our local water system demonstrates they meant every word."

𝗧𝘆𝗹𝗲𝗿 𝗣𝗮𝗴𝗲, Cipher's Chief Executive Officer:

"Being a good neighbor means showing up for the issues that matter most to the communities where we operate, even when those issues predate us. In Colorado City, we wanted to invest directly in solutions that will benefit the community for years to come. We're grateful to Speaker Burrows and local leaders for their partnership, and proud that Colorado City is home to one of our data centers."

𝗞𝗮𝘁𝗲 𝗙𝗿𝗮𝗻𝗸𝗼, Public Affairs Lead for Fluidstack:

"Everywhere Fluidstack operates, we try to listen first and understand what the community actually needs. This summer, our neighbors here had a problem. We asked if we could help, and we're glad the answer was yes."

𝗥𝘆𝗮𝗻 𝗪𝗶𝗹𝘀𝗼𝗻, Head of Economic Development for Anthropic:

"Communities that host AI infrastructure should be better off for it. Colorado City's leaders identified what their water system needs, and we're glad to help fund it.”

$Nokia Oyj(NOK.US) | Rosenblatt 𝗶𝗻𝗶𝘁𝗶𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗡𝗼𝗸𝗶𝗮, PT $𝟭𝟱, 'Powerhouse AI Optical Franchise Trading at Telco Multiple'

Analyst sees Nokia's Optical assets as well positioned for the AI buildout, with its revenue mix shifting significantly toward AI over time.

Mizuho on Semis pullback: 'we see this as a buying opportunity with $Micron Tech(MU.US), $Lumentum(LITE.US), $Credo Tech(CRDO.US), $Sandisk(SNDK.US), $Broadcom(AVGO.US), $Dell Tech(DELL.US), and $Lam Research(LRCX.US) remaining well-positioned'.

"We look at the AI semis space after reports of Anthropic and OpenAI CEOs calling for AI development slowdown post Dario Amodei's essay, with the push for guardrails on frontier model adoption. Key points: 1) Anthropic and OpenAI seeking to potentially slow down AI development citing safety concerns, with pushback from US Chair David Sacks challenging their altruistic reasoning, 2) we believe imposing RSI limits combined with a lack of global AI consensus or coordination implies potential AI pacing ineffectiveness, as it risks ceding share to efficient Chinese competition (Ex-2) and, 3) Key to watch - No change to AI DC Capex/GW compute spend from AI labs and CSPs, while AI adoption, while early, remains positive for the AI Semis beneficiaries. With the SOX down ~6% this morning, we see this as a buying opportunity with MU, LITE, CRDO, SNDK, AVGO, DELL, and LRCX remaining well-positioned."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Ondas(ONDS.US) Ondas Acquires GATE Technologies in Deal Worth Up to $390 Million

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗢𝗻𝗱𝗮𝘀 acquires 𝗚𝗔𝗧𝗘 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀 and Bron Technologies.

➤ Deal includes $𝟮𝟬𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 upfront plus $𝟭𝟴𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 potential earn-out.

➤ Consideration comprises $𝟭𝟬𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 cash and $𝟭𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 Ondas stock.

➤ GATE's technology is integrated into more than 𝟵𝟬 weapon systems.

➤ GATE specializes in 𝗲𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰 𝘀𝗮𝗳𝗲-𝗮𝗻𝗱-𝗮𝗿𝗺 and advanced fuzing technologies.

➤ Ondas expects GATE's 2026 revenue to reach $𝟲𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Revenue is projected to reach $𝟭𝟴𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 by 𝟮𝟬𝟮𝟴.

➤ Acquired business expected to generate over $𝟭𝟯𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 Adjusted EBITDA through 2028.

➤ U.S.-produced finished products are expected in 𝗳𝗶𝗿𝘀𝘁-𝗵𝗮𝗹𝗳 𝟮𝟬𝟮𝟳.

➤ Loitering-munition market could reach $𝟭𝟯.𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 by 𝟮𝟬𝟯𝟬.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Adds a 𝗺𝗶𝘀𝘀𝗶𝗼𝗻-𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 component to Ondas' precision-strike technology portfolio.

➤ Expands access to 𝗨.𝗦. and European defense programs and customers.

➤ Poland production provides a 𝗡𝗔𝗧𝗢-𝗯𝗮𝘀𝗲𝗱, non-ITAR manufacturing footprint.

➤ Acquisition increases Ondas' exposure to rapidly expanding 𝗽𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻-𝘀𝘁𝗿𝗶𝗸𝗲 demand.

➤ GATE's qualified designs create potential recurring demand as weapon production scales.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗘𝗿𝗶𝗰 𝗕𝗿𝗼𝗰𝗸, Chairman and CEO of Ondas:

"GATE is a highly strategic addition to Ondas. Munitions stockpiles are being rebuilt around the world, and a new generation of low-cost, autonomous munitions is becoming a growing part of the battlefield. At the same time, the market is shifting from traditional mechanical fuzes to electronic safe-and-arm devices, which are essential for weapons that are smaller, smarter and software-defined. GATE's RUBI product line and its engineering team have earned a strong position in this market through decades of qualification and integration into more than 90 weapon systems. With Ondas' global go-to-market and operating platform behind it, we believe GATE can capture meaningful market share."

𝗘𝗿𝗶𝗰 𝗕𝗿𝗼𝗰𝗸, Chairman and CEO of Ondas:

"ESAD components are in tight supply today, and qualified production capacity is a bottleneck for the entire precision-strike supply chain. GATE has earned the trust of a broad base of defense OEMs and weapon programs around the world, and that customer base comes first. Ondas is committed to serving the entire market with low-cost, advanced fuzing capabilities, and we will invest in GATE's capacity, engineering and global reach so it can support more customers and more programs. Combined with GATE's attractive growth and margin profile, we expect this acquisition to generate high returns on invested capital for our shareholders,"

𝗢𝘀𝗵𝗿𝗶 𝗟𝘂𝗴𝗮𝘀𝘀𝘆, Co-CEO of Ondas Autonomous Systems:

"Electronic safe-and-arm and fuzing systems are mission-critical components in modern precision weapons. GATE has built a strategic position in this market through decades of qualification and integration across a wide array of systems. Its technology is deeply designed into customer platforms, creating strong barriers to entry and positioning GATE to benefit as global production of precision-strike systems expands."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $NVIDIA(NVDA.US) NVIDIA Expands CUDA-Q With Logical Layer for Fault-Tolerant Quantum Computing

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗡𝗩𝗜𝗗𝗜𝗔 launches 𝗖𝗨𝗗𝗔-𝗤 𝗟𝗼𝗴𝗶𝗰𝗮𝗹 for fault-tolerant quantum application development.

➤ Platform orchestrates algorithms, error correction, architectures and quantum hardware.

➤ 𝗙𝗲𝗿𝗺𝗶𝗹𝗮𝗯 cut development from five months to three weeks.

➤ Fermilab achieved a 𝟳𝘅 speedup using CUDA-Q Logical.

➤ Iceberg modeled 𝟭,𝟬𝟬𝟬 logical qubits using only 𝟭𝟱𝟬,𝟬𝟬𝟬 physical qubits.

➤ That physical-qubit requirement was roughly 𝟭𝟬𝘅 lower than previous estimates.

➤ Sandia's 𝗤𝗨𝗢𝗣𝗦 benchmark is now available through NVIDIA CUDA-Q.

➤ QUOPS measures hardware readiness for practical 𝗳𝗮𝘂𝗹𝘁-𝘁𝗼𝗹𝗲𝗿𝗮𝗻𝘁 quantum applications.

➤ CUDA-Q Logical is now openly available through 𝗚𝗶𝘁𝗛𝘂𝗯.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Could significantly shorten development timelines for 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 𝗰𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴.

➤ Lower physical-qubit requirements could reduce future quantum hardware costs.

➤ Strengthens NVIDIA's position connecting 𝗚𝗣𝗨 𝘀𝘂𝗽𝗲𝗿𝗰𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 with quantum processors.

➤ QUOPS provides an open benchmark for tracking 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 𝘂𝘁𝗶𝗹𝗶𝘁𝘆 progress.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗧𝗶𝗺𝗼𝘁𝗵𝘆 𝗖𝗼𝘀𝘁𝗮, Vice President and General Manager of Quantum at NVIDIA:

“Quantum computing is maturing into an era of logical qubits, and researchers need an open, customizable platform capable of representing all aspects of a fault-tolerant system. The addition of CUDA-Q Logical provides power and flexibility to explore fully integrated, co-optimized systems regardless of qubit type and architecture — drastically shortening the timeline to useful quantum-GPU supercomputing.”

𝗔𝗻𝗻𝗮 𝗚𝗿𝗮𝘀𝘀𝗲𝗹𝗹𝗶𝗻𝗼, Chief Technology Officer at Fermilab and Director of the Superconducting Quantum Materials and Systems Center:

“Fault-tolerant quantum computing is the path to unlocking new scientific discovery, but getting there will require researchers to codesign algorithm, error correction, architectures and hardware together. Using CUDA-Q Logical, our team explored combinations of these resources in just three weeks, compared with what would have typically taken about five months of building specialized infrastructure.”

𝗧𝗶𝗺𝗼𝘁𝗵𝘆 𝗣𝗿𝗼𝗰𝘁𝗼𝗿, Co-Director of Sandia National Laboratories’ Quantum Performance Laboratory:

“At Sandia, we can’t wait to see fault-tolerant quantum computers helping to solve problems of national importance for the Department of Energy and the United States. Our mission right now is to bring that about sooner, by accelerating our industry partners’ progress. To do that, we, and other quantum computing stakeholders, have to be able to track and forecast the growth of quantum computer abilities. We created QUOPS to do exactly that, and we’re excited to see it used by quantum computing vendors and customers.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $EOS Energy Enterprises(EOSE.US) EOS Energy Receives $87 Million DOE Advance to Scale U.S. Battery Manufacturing

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗘𝗼𝘀 𝗘𝗻𝗲𝗿𝗴𝘆 receives an $𝟴𝟳 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 DOE loan advance.

➤ Advance reimburses 𝟴𝟬% of eligible Thorn Hill manufacturing costs.

➤ Eos has drawn approximately $𝟭𝟳𝟴 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 since 2024.

➤ 𝗟𝗶𝗻𝗲 𝟮 entered commercial production in June 2026.

➤ Line 2 targets approximately 𝟮 𝗚𝗪𝗵 of annual manufacturing capacity.

➤ Thorn Hill could ultimately support approximately 𝟰 𝗚𝗪𝗵 annually.

➤ Planned Line 1 relocation remains subject to 𝗹𝗲𝗻𝗱𝗲𝗿 𝗮𝗽𝗽𝗿𝗼𝘃𝗮𝗹𝘀.

➤ Eos expects additional hiring across 𝟰 𝘀𝗵𝗶𝗳𝘁𝘀 for Line 2.

➤ Funding supports scaling U.S.-made 𝘇𝗶𝗻𝗰-𝗯𝗮𝘀𝗲𝗱 long-duration energy storage.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ The $𝟴𝟳 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 reimbursement returns previously invested capital to Eos.

➤ Additional liquidity could support further manufacturing expansion and business investment.

➤ 𝟰 𝗚𝗪𝗵 capacity would significantly expand Eos' domestic production footprint.

➤ Consolidating two lines could improve productivity and lower manufacturing costs.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗔𝗹𝗲𝘀𝘀𝗮𝗻𝗱𝗿𝗼 𝗟𝗮𝗴𝗶, Chief Financial Officer of Eos:

“Loan funding from the Office of Energy Dominance Financing has been critical in scaling Eos,” said Alessandro Lagi, Chief Financial Officer of Eos. “This advance reimburses a significant portion of the investment we have already made in Line 2 and returns that capital to the balance sheet, giving us more room to invest in the business while maintaining a disciplined approach to growth.”

𝗝𝗼𝗵𝗻 𝗠𝗮𝗵𝗮𝘇, Chief Operating Officer of Eos:

“Running two lines under one roof drives more efficient use of our engineering, support resources, and labor,” said John Mahaz, Chief Operating Officer of Eos. “This enables the operation to increase productivity and optimize manufacturing cost.”

$Bloom Energy(BE.US) | Mizuho 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗕𝗹𝗼𝗼𝗺 𝗘𝗻𝗲𝗿𝗴𝘆 𝗖𝗼𝗿𝗽., raises PT to $𝟯𝟱𝟭 from $𝟮𝟰𝟮

Analyst sees stronger pricing and demand plus better delivery visibility supporting higher long-term ASPs and EBITDA margins.

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Bitdeer Tech(BTDR.US) Bitdeer AI Secures 65.1MW Malaysia AI Data Center Under 10-Year Agreement

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗕𝗶𝘁𝗱𝗲𝗲𝗿 𝗔𝗜 secures 𝗔𝟮𝟬𝟮, a 𝟲𝟱.𝟭𝗠𝗪 Malaysia AI data center.

➤ A202 is secured under a 𝟭𝟬-𝘆𝗲𝗮𝗿 data center services agreement.

➤ Energization is expected in 𝗤𝟯 𝟮𝟬𝟮𝟳.

➤ A202 supports 𝗡𝗩𝗜𝗗𝗜𝗔 𝗚𝗕𝟯𝟬𝟬 𝗡𝗩𝗟𝟳𝟮 and 𝗩𝗲𝗿𝗮 𝗥𝘂𝗯𝗶𝗻 platforms.

➤ Johor campus capacity will reach 𝟴𝟲.𝟴𝗠𝗪 including A201.

➤ Secured AI Cloud capacity now totals approximately 𝟮𝟬𝟲.𝟱𝗠𝗪 globally.

➤ That represents approximately 𝟱𝟵% of Bitdeer's 𝟯𝟱𝟬𝗠𝗪 Q1 2028 target.

➤ Bitdeer AI's active AI cloud pipeline now exceeds $𝟳 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ GPU deployment financing is expected to include 𝟱𝟬%+ customer prepayments.

➤ A102's 9.5MW commitments represent over $𝟴𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 expected revenue.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ A202 marks Bitdeer AI's 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 Southeast Asian capacity addition yet.

➤ Expansion significantly advances Bitdeer's 𝟯𝟱𝟬𝗠𝗪 AI infrastructure target.

➤ Existing Johor infrastructure could accelerate deployment while limiting new-site complexity.

➤ $𝟳+ 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 pipeline signals substantial demand for AI cloud capacity.

➤ NVIDIA-ready infrastructure positions Bitdeer for next-generation 𝗔𝗜 𝗰𝗼𝗺𝗽𝘂𝘁𝗲 demand.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗚. 𝗣𝗼𝘁𝘁𝗲𝗿, Chief Financial Officer:

“The signal from customers is unambiguous: demand for liquid-cooled, rack-scale AI Cloud capacity in 2027 is running well ahead of what the market can supply,” said Michael G. Potter, Chief Financial Officer. “A102 sold out ahead of energization, A201 is in advanced negotiations, and our secured AI Cloud data center capacity now stands at approximately 206.5MW. Securing A202 is a direct response to that demand — an incremental 65.1MW on a campus we already have contracted for.”

𝗥𝗲𝘁𝗮𝗶𝗻𝗻𝗮 𝗟𝗶𝗻, VP of AI Cloud:

“Johor is where we can move fastest,” said Retainna Lin, VP of AI Cloud. “A201 is already secured at the data center level and is scheduled to be ready for service in January 2027, and A202 sits on the same campus — the same power, the same cooling, the same network. That is how we added 65.1MW without originating a new site. For our customers, it means liquid-cooled, rack-scale capacity available in Southeast Asia on a timeline that few providers in this region can offer.”

$IREN(IREN.US) | JPMorgan 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗜𝗥𝗘𝗡 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 from Underweight to 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁, raises PT to $𝟲𝟱 from $𝟰𝟲

Analyst sees IREN becoming a top-tier neocloud provider as customer momentum, pricing, and expected ARR improve.

$TransMedics(TMDX.US) | Needham 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗧𝗿𝗮𝗻𝘀𝗠𝗲𝗱𝗶𝗰𝘀 𝗚𝗿𝗼𝘂𝗽, PT $𝟭𝟬𝟲

Analyst sees Araujo’s finance and international experience as well suited to TransMedics’ increasingly complex global business.

$Apple(AAPL.US) iPhone Duo cost ₹1.09 LAKH MORE in India 😳😳

iPhone Duo 256GB

🇺🇸 US: $1,999 ≈ ₹1.91 lakh

🇮🇳 India: ₹2,99,900

That’s roughly 57% more in India—even after currency conversion! 💸

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: SolarEdge Advances 800 VDC AI Data Center Powertrain, Publishes Framework With NVIDIA - $Solaredge Tech(SEDG.US) $NVIDIA(NVDA.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗦𝗼𝗹𝗮𝗿𝗘𝗱𝗴𝗲's medium-voltage to 𝗛𝟬𝟬 𝗩𝗗𝗖 conversion stage is operating under load.

➤ Full 𝗗𝗖 powertrain path is undergoing system-level validation.

➤ SolarEdge and 𝗡𝗩𝗜𝗗𝗜𝗔 published a joint 800 VDC protection framework.

➤ Framework is 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆-𝗻𝗲𝘂𝘁𝗿𝗮𝗹 and available for industry evaluation.

➤ Framework addresses grounding, fault protection, and safe 𝗗𝗖 infrastructure deployment.

➤ NVIDIA supports an open, 𝗺𝘂𝗹𝘁𝗶-𝘃𝗲𝗻𝗱𝗼𝗿 𝟴𝟬𝟬 𝗩𝗗𝗖 ecosystem.

➤ SolarEdge is developing the full power path from 𝘂𝘁𝗶𝗹𝗶𝘁𝘆 𝘁𝗼 𝗿𝗮𝗰𝗸.

➤ Platform includes solid-state transformers, interruption, insulation, and system monitoring.

➤ AI data center products remain under validation and 𝗮𝗿𝗲 𝗻𝗼𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝗹𝗹𝘆 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 𝗔𝗜 data centers require increasingly powerful and efficient electrical infrastructure.

➤ 𝟴𝟬𝟬 𝗩𝗗𝗖 could improve power delivery for next-generation AI computing systems.

➤ NVIDIA collaboration strengthens industry efforts toward interoperable 𝟴𝟬𝟬 𝗩𝗗𝗖 standards.

➤ Successful validation could position 𝗦𝗼𝗹𝗮𝗿𝗘𝗱𝗴𝗲 within growing AI infrastructure spending.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗦𝗵𝘂𝗸𝗶 𝗡𝗶𝗿, Chief Executive Officer of SolarEdge:

“The transition to 800 VDC will ultimately depend on whether these systems can be protected, serviced and trusted at scale,” said Shuki Nir, Chief Executive Officer of SolarEdge. “That will require collaboration across the ecosystem. We are building the full DC path from utility to rack, and we worked with NVIDIA on this paper to advance the protection and grounding considerations the whole industry needs.”

$Apple(AAPL.US) | Apple raises iPhone prices in India up to 41%

Apple raised prices on existing iPhone models in India by as much as 41%, implementing the change only hours before a new-model launch. The move departs from Apple’s usual practice of discounting older models and is among the company’s largest price adjustments this year across markets.

Apple also increased iPhone prices in the US on Wednesday evening by about 10–21%, citing rising memory and storage chip costs as the rationale for global price hikes.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: NVIDIA and Australian Partners Plan Up to 2-Gigawatt AI Infrastructure Buildout by 2027 - $NVIDIA(NVDA.US) $IREN(IREN.US) $SharonAI(SHAZ.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗡𝗩𝗜𝗗𝗜𝗔 partners with Australian providers for up to 𝟮-𝗴𝗶𝗴𝗮𝘄𝗮𝘁𝘁 AI buildout.

➤ Expansion targets multiple generations of 𝗡𝗩𝗜𝗗𝗜𝗔 𝗗𝗦𝗫 AI factories.

➤ Up to 𝟮 𝗚𝗪 of infrastructure capacity is planned by 𝟮𝟬𝟮𝟳.

➤ Partners include 𝗙𝗶𝗿𝗺𝘂𝘀, 𝗦𝗵𝗮𝗿𝗼𝗻 𝗔𝗜, 𝗜𝗥𝗘𝗡, 𝗖𝗗𝗖, 𝗡𝗘𝗫𝗧𝗗𝗖 and 𝗔𝗶𝗿𝗧𝗿𝘂𝗻𝗸.

➤ 𝗦𝗵𝗮𝗿𝗼𝗻 𝗔𝗜 plans deployment of up to 𝟲𝟴,𝟬𝟬𝟬 NVIDIA GPUs.

➤ 𝗜𝗥𝗘𝗡 highlights its 𝟴𝟬𝟬-𝗺𝗲𝗴𝗮𝘄𝗮𝘁𝘁 Bundey campus in South Australia.

➤ 𝗖𝗗𝗖 has over 𝟱𝟱𝟬 𝗠𝗪 operating and 𝟴𝟬𝟬 𝗠𝗪 under construction.

➤ Expanded capacity targets startups, enterprises, universities, researchers and AI-native companies.

➤ 𝗛𝗲𝗶𝗱𝗶 and 𝗔𝘁𝗹𝗮𝘀𝘀𝗶𝗮𝗻 are building with NVIDIA's Nemotron ecosystem.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ A 𝟮-𝗚𝗪 buildout could significantly expand Australia's domestic AI computing capacity.

➤ Supports 𝗡𝗩𝗜𝗗𝗜𝗔 demand across compute, networking, software and AI models.

➤ Strengthens Australia's ability to build and deploy 𝘀𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗔𝗜 locally.

➤ Creates infrastructure supporting future 𝗔𝗜 training, inference and agent workloads.

➤ Deepens NVIDIA's role across Australia's expanding 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 ecosystem.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗥𝗮𝗷 𝗠𝗶𝗿𝗽𝘂𝗿𝗶, Vice President of Global AI Clouds and Infrastructure Ecosystem at NVIDIA:

“AI factories turn energy into intelligence — the essential resource of the AI economy,” said Raj Mirpuri, vice president of global AI clouds and infrastructure ecosystem at NVIDIA. “NVIDIA DSX is a full-stack platform compatible with the CUDA ecosystem and enhanced through software over the life of the infrastructure, making AI factories more productive, fungible and durable — and a new investable asset class. Through our partnerships with Australian NCPs, this infrastructure can support multiple generations of NVIDIA compute and expand local access to accelerated computing and NVIDIA Nemotron open models, helping Australian innovators build AI at home.”

𝗢𝗹𝗶𝘃𝗲𝗿 𝗖𝘂𝗿𝘁𝗶𝘀, Cofounder and Co-CEO of Firmus:

“Project Southgate represents a tangible commitment to building Australia’s AI future,” said Oliver Curtis, cofounder and co-CEO of Firmus. “Together with NVIDIA, we are developing AI factories that will give Australian businesses, researchers and innovators access to world-class computing capacity at home, while positioning Australia to meet growing AI demand across Asia-Pacific.”

𝗝𝗮𝗺𝗲𝘀 𝗠𝗮𝗻𝗻𝗶𝗻𝗴, Cofounder and CEO of Sharon AI:

“Australia has the energy, connectivity and ambition to lead in AI. That potential only becomes real capability when organizations can access world-class compute without compromising on security or sovereignty,” said James Manning, cofounder and CEO of Sharon AI. “By building on NVIDIA’s DSX platform, Sharon AI is equipped to bring gigawatt-scale AI factories to Australian enterprises, researchers, government and AI natives. With the trust and reliability needed to build, train and deploy AI at scale, Australia can turn its natural advantages into a genuine national AI capability.”

𝗗𝗮𝗻𝗶𝗲𝗹 𝗥𝗼𝗯𝗲𝗿𝘁𝘀, Cofounder and Co-CEO of IREN:

“Building AI infrastructure at scale requires integrating every layer: data centers, compute and software,” said Daniel Roberts, cofounder and co-CEO of IREN. “Combining IREN’s vertically integrated platform with the NVIDIA DSX AI factory reference architecture provides a repeatable blueprint to bring capacity online at scale. We are applying that blueprint across our development portfolio, bringing IREN’s proven international delivery and operating experience to our 800-megawatt Bundey campus in South Australia.”

𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗥𝗲𝗶𝗱, CEO of Megaport:

“Megaport is proud to support Australia’s growing AI infrastructure ecosystem as an Australian-founded global infrastructure provider,” said Michael Reid, CEO of Megaport. “By investing in NVIDIA AI factories and expanding access to high-performance AI infrastructure, we help Australian organisations build and deploy AI locally, and scale globally through Megaport’s worldwide platform.”

𝗠𝗮𝗿𝗰𝗲𝗹 𝗭𝗮𝗹𝗹𝗼𝘂𝗮, Joint CEO of ResetData:

“At ResetData, we’ve proven that when Australian businesses and researchers like the team at ProCan at the Children’s Medical Research Institute have access to high-performance compute, they can deliver industry-leading results,” said Marcel Zalloua, joint CEO of ResetData. “That is why we are proud to partner with NVIDIA and develop the sovereign, purpose-built infrastructure solutions that will accelerate Australian expertise and empower local businesses with the tools needed to compete and innovate on the global stage.”

𝗚𝗿𝗲𝗴 𝗕𝗼𝗼𝗿𝗲𝗿, Founder and CEO of CDC:

“CDC operates more than 550 megawatts of capacity across Australia and New Zealand, with a further 800 megawatts under construction and additional growth planned to support world-leading, high-density workloads for critical infrastructure,” said Greg Boorer, founder and CEO of CDC. “Our facilities use 100% renewable electricity and incorporate pioneering zero water advanced cooling technologies certified for NVIDIA accelerated computing infrastructure.”

𝗗𝗮𝘃𝗶𝗱 𝗗𝘇𝗶𝗲𝗻𝗰𝗶𝗼𝗹, Chief Customer and Commercial Officer at NEXTDC:

“NEXTDC operates and continues to develop liquid-cooled, high-density infrastructure, including AI factories built on NVIDIA DSX and interconnected with the world’s leading cloud platforms,” said David Dzienciol, chief customer and commercial officer at NEXTDC.

𝗗𝗮𝗺𝗶𝗲𝗻 𝗦𝗽𝗶𝗹𝗹𝗮𝗻𝗲, Chief Customer and Innovation Officer of AirTrunk:

“AI is reshaping hyperscale infrastructure in Australia, driving new approaches to location, capacity, cooling, power and connectivity,” said Damien Spillane, chief customer and innovation officer of AirTrunk. “AirTrunk is innovating to meet this demand while creating skilled expertise, capability and economic value in Australia.”

𝗬𝘂 𝗟𝗶𝘂, Cofounder and Chief Technology Officer of Heidi:

“NVIDIA Nemotron 3 Ultra gives us the flexibility to build and post-train models for the real complexity of healthcare,” said Yu Liu, cofounder and chief technology officer of Heidi. “Combining Nemotron with Heidi’s clinical training and fine-tuning capabilities helps us reason across patient histories, clinical context and guidelines at scale, turning that information into actionable insights while preserving the trust and privacy patients expect.”

𝗚𝘂𝗶𝗵𝗼𝗻𝗴 𝗖𝗮𝗼, Head of Engineering for Rovo + AI at Atlassian:

“NVIDIA’s accelerated computing infrastructure and open model ecosystem are foundational to how Atlassian builds and delivers AI,” said Guihong Cao, head of engineering for Rovo + AI at Atlassian. “From supervised fine-tuning and reinforcement learning to powering intelligent experiences in Rovo, NVIDIA provides the performance, economics and flexibility we need to innovate responsibly at the scale our customers expect. As Australia’s AI infrastructure continues to grow, it will play an increasingly important role in that journey, and we’re excited to keep pushing the boundaries of what’s possible together.”