AI Infrastructure
NVIDIA Invests $3.2B in Corning to Power AI Optical Networks
·1154 words·6 mins
NVIDIA
Corning
AI Infrastructure
Optical Interconnect
Fiber Optics
CPO
Data Centers
Jensen Huang
Photonics
AI Networking
AMD Says AI Boom Is Driving CPU and GPU Demand Together
·960 words·5 mins
AMD
Lisa Su
Agentic-Ai
EPYC
Instinct
Server-Cpu
AI Infrastructure
GPU
Data Center
Intel
DDR6 Memory Begins: 2x DDR5 Speed and DDR4 Nears End
·594 words·3 mins
DDR6
Memory
DRAM
Semiconductors
AI Infrastructure
Hardware
Servers
JEDEC
xAI GPU Utilization Crisis: Why 550K Nvidia GPUs Run at 11%
·604 words·3 mins
AI Infrastructure
GPU Computing
XAI
NVIDIA
Data Centers
Machine Learning
HPC
Cloud Computing
Lattice Acquires AMI for $1.65B to Expand AI and Cloud Strategy
·683 words·4 mins
Lattice Semiconductor
AMI
Mergers and Acquisitions
AI Infrastructure
Cloud Computing
FPGA
Semiconductors
Data Centers
Intel Diamond Rapids Xeon Moves to 16-Channel Memory for AI Era
·1075 words·6 mins
Intel
Xeon
Diamond Rapids
Server CPUs
AI Infrastructure
Data Center
Memory Bandwidth
MRDIMM
AMD EPYC
Semiconductors
Google Rejects CPO: $185B Bet Reshapes AI Infrastructure
·890 words·5 mins
Google
AI Infrastructure
Optical Networking
CPO
NPO
OCS
Data Center
Custom Silicon
Semiconductor
Solid-State Transformers: Fixing AI Data Center Power Limits
·722 words·4 mins
AI Infrastructure
Data Centers
Power Systems
Solid-State Transformers
Semiconductors
Energy Efficiency
Hyperscale
Cloud Computing
GPU Cluster TCO: Why Cheap GPUs Can Cost More to Run
·831 words·4 mins
GPU
AI Infrastructure
Data Center
Cloud Computing
TCO
HPC
Deep Learning
Performance Optimization
Meta Scales AI with Graviton CPUs: Scheduling Becomes Key
·854 words·5 mins
Meta
AWS
Graviton
AI Infrastructure
Distributed Systems
Agentic-Ai
Cloud Computing
Scalability