Jensen claims supply chain remains sturdy while predicting an AI-RAN future

Announcements span local AI agents, rack-scale infrastructure, data orchestration, and partner ecosystem integrations

SpaceX gets its hands on Vera CPU release after OpenAI defeat

Red Hat’s AI Factory platform to act as enterprise Kubernetes foundation to route workloads across edge infrastructure

FortiAIGate refresh broadens pair's partnership

Optics supplier posts $1.81 billion in Q3 revenue and is on track to quadruple its indium phosphide production capacity amid supply rumblings

Corning to expand US production tenfold as optics demand ramps

AI giant offers rare look under the hood with MRC

Liquid cooling hire comes as reports suggest ConnectX-9 power consumption is already causing headaches

There's also a new 'ruggedized kit'

Google’s Virgo fabric to connect A5X instances, scaling AI up to 960,000 distributed GPUs

Taiwanese firm is a key manufacturer in the Vera Rubin value chain, and said to be ahead of schedule with its efforts

French telco becomes latest carrier to embrace AI RAN

CAS approach helps reduce ingestion time and search latency, and enable scaling

Shanker Trivedi leaves after 17 years at the chip giant

Next-gen Rubin shipments to drop 7 points as SuperNIC and liquid cooling ‘challenges’ stack up

More potential as it battles rivals like VMware and Red Hat

More money, more work

Laser optics developer acquires Qorvo fab in Greensboro with retrofit plans for InP laser production

Full-stack architecture integrates Nvidia hardware and OpenShell to govern guardrails for agent and claw actions

After 35 years of licensing, Arm bets on its own silicon – and brings Meta along for the ride

Supported by the likes of Google Cloud and CoreWeave, LLM-D gets sandbox status from CNCF

Nvidia's reinvention of Ethernet for AI workloads has quickly and quietly made it a networking powerhouse

OFC, GTC events portend toward CPO’s eventual place in scale up