TechCapsules

Rackspace, AMD to deploy 30 MW AI cloud for enterprises

Rackspace and AMD have signed an agreement for the phased deployment of 30 MW of AMD-based compute across Rackspace's global data centres. The deployment, set to begin in late 2026 and continue through 2028, will support workloads that require tighter governance and accountability, including projects in sectors such as healthcare. The infrastructure will provide dedicated compute capacity for organisations running AI models and inference tasks in sensitive operating environments, using AMD Instinct GPUs and EPYC CPUs.

💡 Regulated industries are driving demand for managed infrastructure that meets governance and auditability requirements, making vendors like Rackspace and AMD well-positioned to capture a share of the enterprise AI budget. By bundling hardware, software, and operational management, these providers can offer a single AI stack that meets the needs of customers in regulated sectors.

Meta Signs Crusoe Deals for 1.6 Gigawatts of AI Computing Power Across…

Meta Platforms has signed agreements with Crusoe to secure approximately 1.6 gigawatts of artificial intelligence computing capacity across US sites. The contracts cover facilities in Childress, Texas, and Warrenton, Missouri, providing Meta with infrastructure to train AI models and run AI services. The total capacity is equivalent to supplying electricity to around 1.2 million US homes. Meta will use Crusoe's computing infrastructure, allowing the company to add resources without operating every data center directly. The agreements are part of Meta's increased infrastructure spending as it develops AI models and automated services. Meta's expansion plans include a data center campus in Louisiana.

💡 Securing external computing capacity helps Meta scale its AI operations quickly, supporting its pledge to invest heavily in US infrastructure and jobs. Crusoe's specialized infrastructure enables Meta to focus on developing AI models and services.

Welinq and OVHCloud Partner on Networked Quantum Computing Architectures

OVHcloud has partnered with Welinq to explore networked quantum computing architectures and future quantum data center designs. The collaboration aims to connect and orchestrate quantum computers across different qubit modalities to support scalable hybrid quantum-classical computing. OVHcloud's Quantum Platform will also integrate Quobly's first commercial quantum computer, Alloy Pioneer, by the end of 2026. This partnership is part of OVHcloud's research and development initiatives, focusing on designing the data centers of tomorrow for the European quantum computing ecosystem.

💡 The emergence of networked quantum computing architectures could revolutionize computing infrastructures, enabling the creation of homogeneous or heterogeneous clusters of quantum computers with classical resources. This collaboration marks a significant step towards making quantum computing industrializable, compatible with existing computing infrastructures, and capable of scaling up.

Sandia National Laboratories and Quantinuum Validate 98-Qubit Helios Trapped-Ion Framework

Sandia National Laboratories and Quantinuum have published peer-reviewed performance data in the journal Nature detailing Helios, a 98-qubit commercial trapped-ion quantum computer. Researchers from Sandia evaluated and verified the system's operational parameters, confirming single-qubit gate fidelities of 99.9975% and two-qubit gate fidelities of 99.921%. These metrics establish baseline error rates that allow the system to execute operations outside the boundaries of classical simulation. The system's architecture and control stack enable complex program logic and real-time compilation.

Agile Analog Collaborates with Xiphera for Post-Quantum Cryptography Challenge

Agile Analog, an analog security IP specialist, has partnered with Xiphera, a hardware-based cryptographic solutions expert, to create a unified defense solution for the next generation of semiconductor security. The collaboration integrates Agile Analog's anti-tamper sensor IP and Xiphera's digital cryptographic IP cores, addressing the industry's transition to Post-Quantum Cryptography (PQC). The combined solution provides a comprehensive defense against both digital and physical threats, safeguarding semiconductor designs against future quantum threats and physical attacks.

💡 The collaboration highlights the growing importance of multi-layered security in semiconductor designs, where both digital cryptography and physical security must be addressed to prevent vulnerabilities. By providing a complete, multi-layered security subsystem, Agile Analog and Xiphera are helping designers protect chips from both remote cyber threats and direct physical attacks, ensuring the integrity of modern semiconductor designs.

Honda deal is more bullish for QuantumScape stock than market realizes

QuantumScape stock has rallied after announcing a new partnership with Honda, a Japanese conglomerate. The multi-year joint research agreement follows a completed technology evaluation, upgrading QuantumScape's solid-state lithium-metal from speculative to commercially vetted. This development de-risks the ceramic separator and broadens OEM adoption beyond VW. QuantumScape is currently trading nearly 30% below its price at the start of 2026. The partnership is seen as a significant boost to the company's valuation. Honda's validation of QuantumScape's technology is expected to have a positive impact on the company's stock. The deal is considered bullish for QuantumScape shares.

💡 Honda's validation boosts the credibility of QuantumScape's solid-state lithium-metal technology, creating a more durable valuation floor. This credibility lift also benefits solid-state battery peers, such as SES AI, by increasing the sector's probability-weighting.