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Susana SchwartzFirst came compute bottlenecks, than memory, and now connectivity, with a shift from copper to optical ‘unlocking new architectural possibilities.’ This week, Marvell CEO Matt Murphy was visibly elated when Nvidia CEO Jensen Huang declared during Murphy’s Computex 2026 keynote that Marvell would be the “next trillion-dollar company,” going on to praise Marvell’s data center connectivity, optical networking, and custom …
Juan Pedro TomásNebius’ CEO Roman Chernin said during a presentation at the Bank of America Global Technology Conference that inference is one of the fastest-growing segments of the market and provides infrastructure providers with greater flexibility because workloads can be optimized through software and distributed across different hardware platforms In sum – what to know: Inference growth – Nebius said inference is …
Smart concrete, sometimes referred to as self-sensing concrete, is a category of construction material designed to provide information about its own condition In sum – what to know: Emerging technology – Smart concrete is being studied as a way to monitor structural conditions such as stress, temperature and cracking, potentially providing new insights into infrastructure performance. Infrastructure visibility – Researchers …
In sum, what you need to know: Industry research suggests scaling global data center infrastructure may require well over $7 trillion in investment by 2030, with AI-related demand driving what McKinsey & Company says could be 156 GW of capacity in that timeframe. That incredible explosion of demand is triggering a much higher interest in prefabricated modular data centers (PMDCs). Just …
Christian de LooperBoth are 2nm with the same 5GHz Oryon CPU In sum – what we know: Qualcomm has split its flagship smartphone chip in two. The company has announced the Snapdragon 8 Elite Gen 6 and a higher-spec Snapdragon 8 Elite Extreme Gen 6, the first time it has launched two top-tier flagship chips simultaneously. As you would expect in 2026, the main talking …
The AgentX result is impressive, but it rides on one specific operating point In sum – what we know: According to Nvidia, the Vera Rubin NVL72 rack system delivers up to a 30× higher agentic-AI throughput per megawatt than the preceding GB300 NVL72 system in SemiAnalysis’ AgentX benchmark. The company also says the comparison corresponds to up to 45× lower cost per …
OpenAI is matching chips to workloads instead of picking one vendor In sum – what we know: OpenAI is slowly but surely moving away from Nvidia, and it’s doing so in public. Speaking with Jim Cramer on CNBC’s Mad Money, OpenAI CFO Sarah Friar laid out the company’s multi-vendor compute strategy in unusually plain terms. “Just as we have a strategy …
Bigger CoWoS packages may keep AI accelerators scarce anyway In sum – what we know: TSMC is reportedly preparing to roughly double capacity for its CoWoS advanced-packaging technology by the end of 2028. The estimate, according to analysts cited by Taiwan’s Economic Daily News, puts CoWoS capacity at about 130,000 wafers per month at the end of 2026, rising to about …
From the newsletter (September 22; sign-up or follow if you want it sooner): From live-network AI-RAN trials and a massive transpacific cable build to private LTE iPhones and stratospheric lasers, …
Cambium’s collapse leaves WISPs facing a sprawling installed-base problem, with Airspan’s partial acquisition offering some relief but leaving ePMP and other product lines in limbo. The challenge now is securing …
Bruno Berti, SVP of global product management at NTT Global Data Centers, told RCR that optical technology by itself will not remove the need for additional fiber as AI traffic …
Mike Jack, director of product marketing at Viavi, told RCR that the most acute testing and assurance challenges are concentrated within data-center fabrics and data-center interconnect, where AI workloads are …
