Jensen Huang details optical supply chain strategy as one of its investees debuts high-capacity, heat-tolerant alternative for AI scale-up

Cardinal touted to bring power savings and associated thermal benefits for high‑density GPU clusters

CEO Jensen Huang says industry needs ‘a lot more capacity for copper’ alongside optics to meet ecosystem growth

Vendor targets ‘breaking point' of legacy cloud and edge data centers with efficiency focus

Agreement with see Samsung supply AMD with HBM4 and DDR5 RAM for its forthcoming GPUs and CPUs

New rack to feature 256 liquid-cooled Vera CPUs

Groq deal bears first fruit in the form of LPX racks expected in the second half of the year

Up from $500 billion a year ago

Release launched for OFC 2026 as part of 1.6T end-to-end optical and electrical solutions suite

Will be deployed on Amazon Bedrock in AWS data centers

Partnership announced ahead of GTC

Also establishes new manufacturing facility for modular data centers

Growing inference player FriendliAI launches Friendli InferenceSense

OCI-MSA looks to drive open 'plug-and-play ecosystem’ in the notoriously fierce optics market

The vendor is looking to keep pace with the explosive growth of next-generation AI data centers

SK Hynix has become a founding partner of the EPIC Center, slated to open later this year

The new chip doubles interconnect bandwidth and lays apparent groundwork for generational leap to 3.2T

Dell’Oro Group data shows Celestica, Nvidia, and Arista dominating hyper-competitive market to meet the relentless demand from the likes of Amazon and Meta

Funding from Bosch, MediaTek, and John Doerr to fuel startup’s mission to support millions of GPUs and achieve up to 70% in power savings

The Open Compute Project launches specifications for post-InfiniBand networking

Hinted that networking impact is muted

CHR1074 quad-channel transimpedance amplifier can restore full network performance in 50 nanoseconds

Move part of an ongoing supply chain arms race as both companies seek to secure components for next-gen optical networking

Exclusive insights from Jeetu Patel on the ground in Barcelona