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60customer10/01
D-Wave launches gate-model quantum simulator beta with BBVA, JSC; dual-rail architecture validated in Nature
Alan Baratz·D-Wave QuantumQBTS
D-Wave Quantum 8-K filing — 2026-10-01 (items 7.01
75other09/24
Vertiv to acquire King Environmental Services Ltd, expanding its service network; deal expected to close Q4 2026
Giordano Albertazzi·Vertiv Holdings CoVRT
Vertiv 8-K filing — 2026-09-24 (items 7.01,9.01)
65capex09/22
CoreWeave closes upsized $4.2B convertible at 2.875% vs its 8.5–9.75% debt stack — cheap capital sustains AI buildout
Michael Intrator·CoreWeaveCRWV
CoreWeave 8-K filing — 2026-09-22 (items 1.01,3.02
50capex09/17
CoreWeave taps $3.0B converts + 35M-share ATM to fund AI buildout; targets investment-grade credit migration
Michael Intrator·CoreWeaveCRWV
CoreWeave 8-K filing — 2026-09-17 (items 7.01,8.01
55other09/15
Rocket Lab fully funds Iridium acquisition: $1.94B ATM complete, $3.6B bridge terminated; close on track mid-2027
Peter Beck·Rocket Lab Corporation (acquiring Iridium Communications)RKLB
Rocket Lab 8-K filing — 2026-09-15 (items 7.01,8.0
75other09/15
Iridium's $1.775B term loans survive Rocket Lab takeover with lender consent; margins reset to SOFR+250-300bps
Peter Beck·Iridium Communications Inc. (term loan guaranteed by Rocket Lab USA, Inc.)IRDM
Rocket Lab 8-K filing — 2026-09-15 (items 7.01,8.0
65capex09/15
AAOI secures 38,300 sqm Ningbo factory in 10-year lease — optical transceiver production capacity buildout
Thompson Lin·Applied OptoelectronicsAAOI
Applied Optoelectronics 8-K filing — 2026-09-15 (i
55capex09/10
Applied Optoelectronics (AAOI) pays $26.8M cash for 153,928 sq ft Houston plant for light manufacturing/assembly
Thompson Lin·Applied OptoelectronicsAAOI
Applied Optoelectronics 8-K filing — 2026-09-10 (i
75supplier09/08
IonQ closes SkyWater acquisition; first combined FY2026 guidance of $450–460M internalizes its foundry supplier
Peter Chapman·IonQ, Inc. (acquirer; acquired SkyWater Technology, fka NASDAQ: SKYT)IONQ
IonQ 8-K filing — 2026-09-08 (items 7.01,9.01)
85partner09/08
Rigetti signs definitive $100M CHIPS award; US Commerce takes 7.7M-share equity stake in RGTI
Subodh Kulkarni·Rigetti Computing, Inc. (counterparty: U.S. Department of Commerce)RGTI
Rigetti Computing 8-K filing — 2026-09-08 (items 1
80bottleneck09/08
Cryogenic capacity flagged as the superconducting quantum scaling bottleneck; new cryostat planned
Subodh Kulkarni·Rigetti Computing, Inc.RGTI
Rigetti Computing 8-K filing — 2026-09-08 (items 1
85capex09/08
D-Wave wins up to $100M CHIPS Act award; $53.6M first tranche funds superconducting QPU fab scale-up incl. gate model
Alan Baratz·D-Wave Quantum Inc. (award from U.S. Department of Commerce)QBTS
D-Wave Quantum 8-K filing — 2026-09-08 (items 1.01
75other09/08
D-Wave to issue 7.1M shares to US Commerce Dept at $14.093 (15% discount); resale registration creates overhang
Alan Baratz·D-Wave Quantum Inc. / U.S. Department of CommerceQBTS
D-Wave Quantum 8-K filing — 2026-09-08 (items 1.01
75partner09/03
NVIDIA to acquire Hugging Face for $11.9B, committing to keep the open-model platform open and support rival silicon vendors
Jensen Huang·NVIDIA / Hugging FaceNVDANVDA +0.3%
NVIDIA 8-K filing — 2026-09-03 (items 8.01)
70other09/03
NVIDIA discloses material regulatory risk: restrictions on Chinese-origin open models (e.g. DeepSeek ecosystem) could materially hit Hugging Face and NVIDIA
Jensen Huang·NVIDIANVDANVDA +0.3%
NVIDIA 8-K filing — 2026-09-03 (items 8.01)
100capex09/02
Credo committing $102.4M new capacity reservation deposit post-quarter, on top of $88.4M existing, to lock assembly subcontractor capacity
Bill Brennan·Credo Technology Group Holding LtdCRDO
Credo Technology 10-Q filing — 2026-09-02
100capex09/02
Vertiv to acquire UtilityInnovation Group for $1.45B, moving upstream into microgrid/behind-the-meter power for AI data centers
Giordano Albertazzi·Vertiv (acquiring Utility Innovation Holdings / UtilityInnovation Group)VRT
Vertiv 8-K filing — 2026-09-02 (items 1.01,7.01,9.