AI infrastructure push pays off with triple-digit hyperscale order growth

Data center interconnect disruptor Point2 Technology celebrates Series B success

Qualcomm-backed Lumilens debuts at a $5.5 billion valuation, with a mystery hyperscale customer already on board

Multi-year purchase commitments triple as Arista tightens supply to push further into non-Nvidia accelerator networking

Memory efficiency play sees reveal of photonic fabric to reduce GPU stalls

Updates add native SSD virtualization, rate limiting, and advanced voltage monitoring to improve reliability for AI workloads

Cloud giant’s reliance on Chinese optics could be hampered by national security concerns, per Reuters

Thiel Foundation fellow-led startup entices Nicira, Barefoot Networks co-founder to lend networking expertise

NAND flash alternative to HBM redefine low latency for AI inference infrastructure

Jensen Huang darling and AI optics ‘company to beat’ to further tap Indian talent pool

Sovereignty-centric team up to challenge non-European AI networking dominance

Scale-up interconnects emerge as a multihundred-billion-dollar market category

A lot happening at Verizon

Companies estimate the partnership will be worth more than $200 billion by end of decade

New processor line sees AMD defend its CPU crown and chase a $1.4 trillion future

Lisa Su confirms upcoming MI500 series will feature both copper and optical connectivity a whole year before Nvidia

Literal chip giant to integrate Wafer-Scale Engine in Helios racks for enhanced AI inferencing

Targets both frontier AI and supercomputing

Featuring programmable 400G DPUs and a single-hop fabric, Helios targets a streamlined, open-standards approach to rival NVL72

Inference the name of the game as chipmaker also appoints Falcon for security duties

Latest Taurus line comes packed with ‘smart’ retimer, redriver switcheroo

Microsoft and SpaceXAI join neoclouds among early users

Gartner server CPU gong goes to AMD while Marvell outclasses on optical connectivity

DOE says high-purity silicon and germanium compounds could improve qubit performance