2G Energy, the German maker of gas engine power plants, has received a 275 MW order from Energy Vault for AI and data center projects in the US, including hyperscaler sites. Deliveries run from the fourth quarter of 2027 through the third quarter of 2028. The value wasn’t disclosed. Power that doesn’t wait for the grid The reason for the deal is simple. Data centers need power now, and grid connections in many US regions take years.

CGI, the Canadian IT services giant, has formed a strategic partnership with D-Wave Quantum to move enterprise clients from quantum experiments to production. It builds on more than a year of joint work. Under the deal, CGI adds D-Wave’s quantum platforms to its advanced technology services. It will help clients find use cases worth pursuing, test them, and then deploy them. The two will also co-develop quantum-enabled solutions. Where quantum is earning its keep The focus is optimization, the kind of problem where the number of possible answers explodes, like schedules, routes and allocations.

Cognex has launched the In-Sight 1750 Series, a new AI-powered reader for wafer and panel IDs. It’s aimed at a problem most people never think about but every fab deals with daily: reading the tiny serial marks laser-etched onto each wafer. Those IDs are how a fab tracks every wafer through hundreds of process steps, and later through packaging. When a reader can’t make out a mark, the tool stops and waits for an operator.

M31 Technology and Ambiq have co-developed foundation IP for TSMC’s N12e process that cuts standard-cell leakage power by about 50%. It’s the kind of gain that decides whether a wearable lasts a day or a week. N12e is TSMC’s 12nm platform for low-power and IoT chips. It’s a mature node where cost and battery life matter more than raw speed. Ambiq builds ultra-low-power chips for always-on devices like smartwatches, hearing aids and sensors, and it needed building blocks tuned to its own power targets.

Exchange Traded Concepts and xETFs have launched NECK, an actively managed ETF on NYSE Arca built around one idea: in the AI build-out, whoever controls the scarcest input has the leverage. “The AI buildout can only move as quickly as its scarcest inputs allow,” says Johnny Wu, founder and CEO of xETFs. “Those constraints will not remain fixed.” What it targets NECK is meant to look past the obvious AI names to the pressure points, meaning companies where supply lags demand, pricing power is shifting, or the position is hard to copy.

PATEO, the Hong Kong-listed Chinese automotive supplier, has signed a strategic memorandum of understanding with Arm to work on physical AI for cars. The two signed in Shanghai on September 22. PATEO calls itself a Tier 1 supplier with “software, hardware, chip and cloud” capabilities. Its core business is intelligent cockpits and connected-car systems for Chinese automakers. Arm designs the processor architecture inside most automotive chips. What they’ll work on The MoU covers next-generation AI workloads in the vehicle, meaning systems that perceive and interact rather than just respond.

Qunnect, a quantum networking company based in Brooklyn and Washington, D.C., has published a white paper called “Entanglement for Security Beyond QKD.” It also detailed a growing set of federal contracts. Quantum key distribution (QKD) has been quantum networking’s main security selling point for years. Qunnect’s argument is that entanglement can do more than hand out encryption keys. “Five years ago, we set out to develop quantum networking security applications that could go beyond distributing encryption keys,” says CEO Noel Goddard.

Sivers Semiconductors, the Swedish photonics and wireless chip company listed in Stockholm, is reshaping its leadership team. It says it’s moving from development into commercial growth. “We are strengthening our senior leadership team to help drive that next phase,” says CEO Vickram Vathulya. Who’s coming in Marc Pegulu becomes managing director of Wireless on September 28. He has more than 25 years in RF, wireless and mixed-signal technology, with senior roles at Semtech and Qorvo across several markets and regions.

WhiteFiber has launched Continuum, a networking architecture that makes two separate data centers work as a single GPU supercluster. The first deployment connects two QTS facilities 83 kilometers apart. It’s commercially available now. How it’s built The two sites are linked by 12 strands of Zayo dark fiber carrying 136 Tbps, with a guaranteed round-trip latency of 0.9 milliseconds. DriveNets supplies the AI networking fabric across the link. WEKA’s NeuralMesh provides a shared storage and memory layer so both sites see the same data.

Five items this morning, and four of them are really one item wearing different clothes: who gets to decide how fast AI moves, and on whose hardware. China’s AI Plan Now Runs on Huawei’s Delivery Calendar Liang Wenfeng rarely says anything in public, so the framing matters. Training DeepSeek’s models on Huawei silicon is, in his words, one of the company’s biggest bets. He called it a bet, which is a stronger word than a company hedging against tighter export controls would reach for.