Decision Insights Signals

Nokia launched its AI Networking Innovation Lab in Sunnyvale to co-develop and validate AI-ready data center networking with partners.

Applied Digital announced a 15-year take-or-pay lease with a U.S.-based investment-grade hyperscaler for Polaris Forge 3, delivering 300 MW of critical IT load supported by ~430 MW of grid-connected utility power. Contracted baseline revenue totals $7.5B ($18.2B with options), bringing total contracted lease revenue to $31B ($73B with renewals).

Carahsoft says it is expanding its partnership with GitLab, extending GitLab’s DevSecOps intelligent orchestration platform (including GitLab Duo Agent Platform) to Carahsoft’s commercial resellers and services partners across the U.S. and Canada. The company cites a U.S. public-sector channel model and notes availability via marketplaces.

Scale AI added GenAI and Test & Evaluation capabilities to Carahsoft’s GSA Schedule, citing OMB AI procurement memos.

SEALSQ integrated IC’Alps into its semiconductor and post-quantum ecosystem to expand chip and ASIC design capabilities.

Applied Materials said Broadcom will join its EPIC platform as an innovation partner for advanced chip packaging R&D.