Co-engineering pact expanded as Nvidia looks to ensure future hardware to sustain AI infrastructure buildout

Builds on progress made by legislation the bloc first introduced in 2023

UCL spinout claims its optical switching tech can cut AI network power usage by 81%

Samsung, SK Hynix, and Micron meet chip giant's requirements

The company also enhanced its collaboration with Nvidia amid new requirements for governance, security, and operational efficiency

Optical networking giant posts strong margin expansion with CEO touting a long-term strategy aligned with 'structural, multi-year' AI opportunities

Strait of Hormuz crisis compounds hardware shortfall, while TSMC CEO says added Arizona capacity won't meet surging U.S. demand

Hock Tan unveils $35 billion AI XPU platform as bookings nearly triple quarterly shipments

Computex shines a light on Taiwanese workforce capacity for Huang's ambitions

Resilient Network Graphs architecture cuts router counts by 69% while reducing network power consumption by 40%

Nvidia Vera Rubin shipments cause InfiniBand Sales to triple while 800G upgrades drive sales surges

Optical interconnect startup to bring photonics to boost rack-scale connectivity

Next-gen high bandwidth memory product offer a 20% speed increase and 16% greater energy efficiency for AI computing and hyperscale infrastructure

Microsoft-backed neocloud showcases liquid-cooled Quantum-X Q3450-LD, highlighting efficiency benefits and a lack of need for traditional transceivers

Strategic backing from AMD sees vendor vying to scale AI fabric inventory and expand solutions designed to maximize utilization

Hyperscaler positions Virgo, Jupiter, and WAN infrastructure within a broader AI networking roadmap

Chip giants get closer at Computex

Computex 2026 also sees firm launch 102.4 Tb/s Ethernet switch

CEO Neri says customers are ‘prioritizing AI’ though vendor faces mammoth backlog

Chip giant will also pair up with Ericsson in major AI push

Air-cooled GPU for inference workloads

Platform aims to improve GPU utilization by eliminating data replication and staging delays

The $750 million deal sees Credo expand its portfolio as it eyes to offer a ‘vertically integrated connectivity stack’

Chip giant officially launches Clearwater Forest at Computex 2026