Meta and Reliance Industries are expanding their partnership with plans for an AI-enabled data center in India. The move could strengthen digital infrastructure for one of the world's fastest-growing internet markets. The agreement also includes major clean energy contracts, highlighting how global tech investment is increasingly tied to power, water, and sustainability.

Japanese electronics manufacturer TDK is acquiring US-based metal 3D-printing startup Fabric8Labs for up to US$400 million, marking its latest push into the fast-growing AI infrastructure market. According to TDK, the deal consists of an upfront cash payment and a multi-year earnout tied to performance targets. Once regulatory approvals are secured, Fabric8Labs will become a wholly owned subsidiary of the Japanese company.

Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.

AI's relentless expansion is forcing a structural overhaul of data-center power infrastructure, creating a new investment cycle that extends well beyond servers and semiconductors.

Posiflex said order visibility for the second and third quarters of 2026 remains relatively clear, though the industrial PC and POS hardware supplier is taking a cautious view of the fourth quarter as component supply, geopolitical risks, and broader market conditions remain uncertain.