
Google, Constellation Sign Nuclear Deal to Add 890 MW to PJM
Google’s 20-year Constellation agreement supports 890 MW of nuclear uprates in PJM, with initial delivery expected by 2028 and completion before the end of 2032.
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Converge Digest tracks the networks, optics, silicon, data centers and systems powering the AI era—with 25 years of context.
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Cisco is expanding validated SONiC across its Nexus N9000 portfolio, combining open networking with Cloud Scale and NVIDIA Spectrum-X silicon, Nexus Dashboard visibility, and…

Vinci raised $250 million in Series B funding at a $1.5 billion valuation to expand its Continuous Physics Reasoning platform from semiconductor thermal analysis…

Brazil’s RNP selected Nokia and Q13 to modernize rede Ipê with more than 350 routers, 4.8 Tbps of aggregate capacity and an architecture designed…

Worldwide telecom capex rose 5% year-over-year in 1H26, beating Dell’Oro’s earlier expectations as operator investment shifts from coverage expansion toward capacity, modernization and efficiency.

Qualcomm and Huawei signed a multi-year patent cross-license spanning 5G, compute, AI and networking, with Qualcomm also agreeing to acquire certain Huawei U.S. patents…

Flex secured a $2 billion convertible preferred investment in Axiom led by General Catalyst with Koch Equity Development, establishing a $37.5 billion initial enterprise…

TeraWulf has expanded its Kentucky Power electric service agreement for the Muskie Data Campus from 500 MW to 1 GW and accelerated the second…

Applied Optoelectronics completed its $600 million ATM equity program, generating approximately $588 million net to support manufacturing expansion for high-speed optical devices serving AI…

AM Intelligence placed binding orders for approximately 20,000 additional NVIDIA Rubin GPUs, taking its committed Vera Rubin capacity to roughly 29,000 GPUs and nearly…
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