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Summary of Week 33 – August 10-14, 2026

Top 5 news stories - plus 5 more worth your attention

By Philippe Nicolas | August 17, 2026 at 2:01 pm

Top News

Our selection

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Lenovo: Fiscal 1Q26/27 Financial Results
Generating $26.9 billion, up 24.8% QoQ and up 43% YoY
Top News | August 14, 2026 | Press Release
Cerebras Systems: Fiscal 2Q26 Financial Results
Generating $210 million, up 8.5% QoQ and up 103% YoY
August 14, 2026 | Press Release
Intel and Lens Technology Collaborate to Enable Advanced Semiconductor Packaging for the AI Era
Collaboration combines Intel's advanced packaging expertise with Lens Technology's precision glass processing capabilities to deliver enhanced performance for future AI and datacenter workloads
August 14, 2026 | Press Release
IBM and Together AI Sign Multi-Year Agreement to Scale Open-Source AI Inference with Nvidia AI Infrastructure on IBM Cloud
First large-scale inference cluster with Together AI on IBM Cloud using Nvidia HGX B300 systems to help enterprises run AI workloads, designed for fast and efficient production
August 14, 2026 | Press Release
Intel Announces Upsize and Pricing of $20 Billion Common Stock Offering
Intel today announced the pricing of its previously announced registered public offering of common stock. The offering is expected to close on August 12, 2026, subject to customary closing conditions
August 13, 2026 | Press Release
Nvidia Partners With Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to Establish AI Compute Infrastructure Financing Platforms to Mobilize Over $500 Billion of Third-Party Capital
New Financing Platforms Turn Nvidia Compute and Full-Stack AI Infrastructure Into an Investable Asset Class for Global Capital, Broadening Access to AI Factories, Enabling Long-Duration Usage-Linked Revenue While Supporting Nvidia's Ecosystem Growth Across Hardware Sales and Software Adoption
Top News | August 12, 2026 | Press Release
Nvidia AI Factory Compute Is Becoming an Investable Asset Class
"The age of AI is here. Together, we will build the infrastructure to power it"
By Philippe Nicolas | August 12, 2026 | News
Ilya Sutskever's Safe Superintelligence and Nvidia Announce Long-Term Strategic Partnership
Access to Nvidia's best-in-class Vera Rubin systems expands SSI's compute by an order of magnitude
Top News | August 11, 2026 | Press Release
NetApp Acquires JetStream Software to Advance Cyber Resilience and Data Protection for the AI Era
Acquisition strengthens NetApp's portfolio with recovery and mobility capabilities that help organizations reduce risk and accelerate transformation
August 11, 2026 | Press Release
Lenovo Doubles the Size of its US Manufacturing Facility in North Carolina, Reinforcing Long-Term Commitment to the State
Multi-million investment scales server production in Whitsett, creates approximately 1,000 new jobs, and strengthens Lenovo's resilient global/local supply chain
August 7, 2026 | Press Release
AMD AAI 2026: AMD and Cerebras Announce Industry-Leading Ultra-Low-Latency and High Throughput AI Inference Solution
Leveraging a new disaggregated approach
July 29, 2026 | Press Release
Intel and Google Cloud Announce Collaboration to Accelerate Intel's AI-Enabled Enterprise Transformation
Collaboration leverages Gemini Enterprise and Google Cloud to expand Intel's AI workforce capabilities via scalable agentic workflows across core business functions
July 24, 2026 | Press Release
NetApp Acquires DataPelago, Making Data AI-Ready at the Infrastructure Layer
Embedding GPU-accelerated intelligence enables enterprises to easily discover, govern, and activate data for AI and analytics at the source
Top News | July 21, 2026 | Press Release
Flex and Cerebras Expand Partnership to Scale American Manufacturing of Cerebras AI Supercomputers
New manufacturing lines in Milpitas, California will support an anticipated 7x increase in production of Cerebras CS-3 systems as demand for high-performance AI infrastructure accelerates
July 15, 2026 | Press Release
NetApp Named Presenting Partner of 2026 NFL Madrid Game
League's official intelligent data infrastructure partner extends Its presence across the NFL's international games
July 13, 2026 | Press Release
NetApp and SK Telecom Pave the Way for Scalable and Faster Enterprise AI Adoption in South Korea
Milestone project validates viability of virtual machines for high-performance AI workloads - enhancing speed, efficiency, and scalability
July 10, 2026 | Press Release
Quantum: Fiscal 4Q26 Financial Preliminary Results
Generating approximately $77.5 million
June 8, 2026 | Press Release
Quantum Announces Equity Financing to Strengthen Balance Sheet and Support Growth
To Eliminate all debt with combination of debt payoff and conversion
June 8, 2026 | Press Release
Lenovo: Fiscal Q4 and FY25/26 Financial Results
Generating $83.1 billion, up 20% YoY
Top News | May 28, 2026 | Press Release
Nvidia: Fiscal 1Q27 Financial Results
Generating $81.6 billion, up 20% QoQ and up 85% YoY
Top News | May 22, 2026 | Press Release
Lenovo Completes Acquisition of Phoenix Technologies' Firmware Business
To control and fuel its PCs and other AI-oriented devices
May 1, 2026 | Press Release
Lenovo Completes Acquisition of Infinidat: Expanding Enterprise Storage Portfolio and Enhancing AI-Driven Data Infrastructure
The acquisition brings together two innovation-driven companies committed to delivering powerful, scalable, and secure storage solutions for mission-critical environments
Top News | April 10, 2026 | Press Release
Winbond Launches 8Gb DDR4 DRAM Built on Advanced 16nm Process Technology
For industrial and embedded applications
December 16, 2025 | Press Release
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