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  • Intelligence, Nvidia, The Compute Ledger

NVIDIA and Partners Commit to $500B US AI Infrastructure

NVIDIA and its partners are accelerating US supply chain onshoring and AI infrastructure buildout, with plans to produce up to $500 billion of AI infrastructure in America. The network of suppliers and manufacturers now spans 43 states. Semiconductor Manufacturing Onshoring…

  • Narracomm
  • July 2, 2026
  • Intelligence, Texas, The Compute Ledger

Governor Abbott Awards $24.2M TSIF Grant to FormFactor for Probe Card Facility

Governor Greg Abbott announced a $24.2 million grant from the Texas Semiconductor Innovation Fund (TSIF) to FormFactor Inc. for a new probe card manufacturing facility in Farmers Branch. FormFactor will invest $140 million to $170 million in 2026, with the…

  • Narracomm
  • July 2, 2026
  • Intelligence, Tesla, The Compute Ledger

Tesla Q2 2026 Production, Deliveries & Deployments: 451,758 Vehicles Produced, 480,126 Delivered; 13.5 GWh Energy Storage

Tesla

Tesla, Inc. (TSLA) today reported its second quarter 2026 production, deliveries and energy storage deployments. The company produced 451,758 vehicles and delivered 480,126 vehicles globally. Tesla also deployed 13.5 GWh of energy storage products during the quarter. Q2 2026 Vehicle…

  • Narracomm
  • July 2, 2026
  • Intelligence, The Compute Ledger

Google Cloud Launches Major AI and Infrastructure Push at Inaugural Africa Summit

Google Cloud hosted its first-ever Cloud Summit in Africa on Tuesday, drawing more than 2,500 leaders to the Sandton Convention Centre and unveiling a suite of new agentic AI and connectivity investments aimed at accelerating the continent’s digital transformation. South…

  • Narracomm
  • July 2, 2026
  • Intelligence, SoftBank, The Compute Ledger

SoftBank Completes $10 Billion Second Tranche Investment in OpenAI via Vision Fund 2

SoftBank Group Corp. announced Tuesday the execution of a $10 billion follow-on investment — the second tranche — in OpenAI Group PBC through its SoftBank Vision Fund 2, bolstering the artificial intelligence company’s capacity expansion plans. The investment closed on…

  • Narracomm
  • July 2, 2026
  • Intelligence, Sony, Tech Deathwatch

Sony Announces End of Physical Disc Production for New PlayStation Games in January 2028

Sony Interactive Entertainment will discontinue physical disc production for all new games releasing on PlayStation consoles beginning in January 2028, the company announced Wednesday on the official PlayStation Blog. In a statement reflecting broader industry trends, new titles will be…

  • Narracomm
  • July 1, 2026
  • Intelligence, Launch Radar, NSA

NSA, DEVCOM Army Research Office Launch QuantumEAGLe Initiative

NSA

The National Security Agency’s Laboratory for Physical Sciences, in collaboration with the U.S. Army Combat Capabilities Development Command’s Army Research Office, on Monday launched the Quantum Ecosystem Advancement, Growth & Leadership initiative. The QuantumEAGLe program, launched in support of the…

  • Narracomm
  • June 30, 2026
  • Artificial Intelligence, Intelligence, Launch Radar

Google Releases Nano Banana 2 Lite to GA and Gemini Omni Flash to Public Preview

Google on Monday made gemini-3.1-flash-lite-image (Nano Banana Lite / Nano Banana 2 Lite) generally available and launched Gemini Omni Flash in public preview, expanding its lineup of fast, cost-efficient generative media tools. The updates arrive alongside the shutdown of older…

  • Narracomm
  • June 30, 2026
  • Intelligence, Tech Deathwatch, Veo

Google Shuts Down Older Veo Video Models Today; Migrate to Veo 3.1 Preview or GA

Google has shut down three Veo video generation models in the Gemini API effective June 30, 2026, forcing immediate migration for any remaining production workloads. The deprecated models — veo-2.0-generate-001, veo-3.0-generate-001, and veo-3.0-fast-generate-001 — are no longer available. Developers must…

  • Narracomm
  • June 30, 2026
  • Intelligence, The Compute Ledger

Silicom Secures First AI Inference Production Order; 2026 Revenue Guidance Lifted to Multi-Million Dollars

Silicom Ltd. (NASDAQ: SILC) announced Monday it has received its first production order for a high-performance, inference-specific solution, with deliveries scheduled for 2026. The order marks Silicom’s transition from evaluation and proof-of-concept work into commercial production in the AI inference…

  • Narracomm
  • June 30, 2026
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