Apple Commits $30 Billion-Plus to Broadcom for U.S.-made RF Chips

Apple expanded its semiconductor partnership with Broadcom through a new multiyear agreement expected to exceed $30 billion, covering the design and production of custom silicon components and wireless connectivity technologies for Apple products. The companies expect the agreement to result in production of more than 15 billion U.S.-made chips and support hundreds of American jobs. The agreement will support a $1.5 billion expansion and modernization of Broadcom’s manufacturing facilities in Fort Collins, Colorado. Broadcom will

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SambaNova Raises $1 Billion at $11 Billion Valuation for AI Inference

SambaNova Systems completed the first close of $1 billion in Series F financing at an $11 billion post-money valuation, providing new capital to expand production capacity and deployments of its purpose-built AI inference infrastructure. General Atlantic led the round, with significant investments from Seligman Ventures, T. Rowe Price Associates, and Capital Group, alongside a broad group of new and existing investors. The financing follows SambaNova’s earlier 2026 announcement of more than $350 million in funding,

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Lightpath Extends AI-Grade Fiber Network to Two 1 GW Hyperscale Campuses

Lightpath is building new fiber infrastructure to connect two hyperscale data center campuses under construction in Saline, Michigan, and Port Washington, Wisconsin, extending its network into additional markets attracting large-scale AI infrastructure investment. Each campus is planned to exceed 1 GW of capacity, with Lightpath providing triverse fiber infrastructure and multi-terabit connectivity. The Saline network build is scheduled for delivery by the end of 2026, while the Port Washington deployment is expected to follow in

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DeepInfra Opens Toronto Data Center with 1,000+ Blackwell B300s 

DeepInfra Opens Toronto AI Data Center with 1,000+ NVIDIA Blackwell B300 GPUs DeepInfra opened its first international data center location in Toronto, deploying more than 1,000 NVIDIA Blackwell B300 GPUs to expand capacity for large-scale AI inference workloads. The 1.7 MW facility marks the company’s ninth data center location and extends its infrastructure footprint beyond the United States as enterprises increase production deployments of generative AI and agentic applications. The Toronto cluster follows DeepInfra’s $107

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Sabey Data Center Properties Gains Ares Capital Backing

Sabey Corporation and National Real Estate Advisors added Ares Secondaries funds as a minority equity investor in Sabey Data Center Properties (SDCP), expanding the institutional ownership base behind the privately held U.S. data center platform. The companies did not disclose the size or financial terms of the investment. SDCP operates six energized data center campuses with approximately 251 MW of operating capacity, including 76 MW of built powered shell capacity, as of March 31, 2026.

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Aurora Networks Adds Low Latency DOCSIS Support 

Aurora Networks, a Vistance Networks business, is positioning its E6000 Converged Edge Router (CER) and C100G CCAP platforms as upgrade paths for cable operators seeking higher upstream speeds and lower latency while retaining existing hybrid fiber-coax (HFC) infrastructure. The platforms support Low Latency DOCSIS (LLD), allowing operators to prioritize latency-sensitive traffic without replacing deployed DOCSIS infrastructure. LLD separates latency-sensitive traffic from conventional traffic flows to reduce queuing delays for applications such as video conferencing, cloud

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