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Dell’Oro Group says Data Center IT Semiconductors and Components revenue rose 116% year over year in 1Q 2026 on AI buildout and memory prices.

Schneider Electric announced its VivaTech 2026 agenda, featuring executive sessions on energy intelligence, AI and demand-side efficiency, and sovereignty. The company cites a Bloomberg New Economy Energy Technology Coalition case study and references partnerships for AI data-center infrastructure in France, plus a collaboration with Foxconn for deployable solutions.

Atos joined CrowdStrike’s Project QuiltWorks to offer managed security services for sovereign AI deployments. The coalition combines Falcon platform capabilities, frontier-model risk assessment with remediation services and cyber insurance coverage, with Atos contributing governance, SOC operations, and European regulatory alignment.

The blog argues that zero trust for AI agents should cover identity, context-based access, inline inspection, and runtime guardrails.

MLCommons released MLPerf Training v6.0 results, adding DeepSeek V3 and GPT-OSS 20B to benchmark sparse computation via MoE. The update reports 95 unique systems across 13 accelerators and 19 host processors, with increased cloud participation and FP4 recipe diversity.

Nokia said it will expand advanced test and packaging in Allentown, adding capacity for photonic chips and more than 500 jobs.