Microsoft Azure Maia 300: Rumored 2nm AI Chip With 288GB HBM4 14 October 2026·1909 words·10 mins Microsoft Azure Maia 300 AI Accelerators Custom AI Chips HBM4 TSMC 2nm Ai Infrastructure Data Center Hardware
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Arista SU-144 Challenges NVLink With Open Ethernet Scale-Up 8 October 2026·1739 words·9 mins Arista Ethernet Scale-Up Networking ESUN NVLink Ai Infrastructure Data Centers AI Networking
Solidigm Eyes $150B Valuation in Potential US Semiconductor IPO 8 October 2026·1991 words·10 mins Solidigm SK Hynix Semiconductors NAND Flash SSDs Ai Infrastructure IPO Memory Industry Data Centers
Huawei Ascend Overtakes Nvidia in China's AI Chip Market 6 October 2026·1420 words·7 mins Huawei Nvidia Ascend AI Chips China Ai Infrastructure Semiconductors CUDA
Server CPU Lead Times Hit 25–30 Weeks as Agentic AI Grows 3 October 2026·1178 words·6 mins Server CPUs Agentic AI Ai Infrastructure Data Centers Cloud Computing TrendForce Hyperscalers Semiconductors
T-Head Panmai 920: Building Smarter 10,000-GPU Clusters 23 September 2026·2242 words·11 mins T-Head Panmai 920 SmartNIC Ai Infrastructure RDMA RoCE Data Center Networking Gpu-Clusters
Global Ethernet Switch Market Hits $18.9B in Q2 2026 22 September 2026·2003 words·10 mins Ethernet Networking Ethernet Switches Datacenter Ai Infrastructure 800G Routers IDC Cisco Nvidia
