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Latest Insights
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Marvell raises AI infra outlook as networking demand accelerates
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Cerebras: when being daring, VC confidence in the founder team is critical
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China launches underwater data center in Shanghai
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Huawei outlines AI data center infrastructure strategy
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Fermi says power availability remains key AI infra constraint
Marvell said in its earnings call that demand tied to AI infrastructure deployments continues to accelerate spending on networking and optical connectivity, particularly as hyperscalers deploy larger AI clusters requiring more bandwidth and lower latency. In sum – what to know: Revenue growth – Marvell expects fiscal 2027 revenue to …
Cerebras co-founder JP Fricker helped design the largest chip ever built by ‘making the naysayers his research team’ and considering confidence a contagion that can spread to investors, technical experts, new hires, and customers. Jean-Philippe Fricker is a semiconductor visionary who succeeded in the audacious task of carving a single, …
Martina Raveni, senior analyst at GlobalData, previously told RCRTech that the deployment costs of underwater data centers are high as companies need to design, build, and then deploy the infrastructure in the ocean In sum – what to know: Direct wind power – The underwater facility is connected to Lin-gang’s …
Huawei said the rapid growth of AI applications and agent-based systems is increasing demand for new infrastructure architectures capable of handling large-scale token generation, multimodal datasets, and distributed AI workloads In sum – what to know: AI data lakes – Huawei introduced high-density storage and unified data management technologies aimed …
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