Coherent launched PhotonLink, an architecture-agnostic full-stack optical interconnect platform for AI data centers that supports both co-packaged optics (CPO) and near-packaged optics (NPO), the comp…
Marvell is pressing GlobalFoundries to ramp up wafer production to support its supply needs, according to The Register. The report notes Marvell could be the next trillion-dollar company but will need…
FS packaged its AI optics portfolio into two parts: Scale-Out transceivers at 400G, 800G, and 1.6T for intra-cluster GPU links, and Scale-Across coherent modules at 400G and 800G reaching up to 500 km…
AI infrastructure startup d-Matrix has adopted Nvidia's NVLink Fusion interconnect and MGX rack designs, joining Qualcomm, Arm, Marvell, Amazon, Fujitsu, and MediaTek as NVLink adopters. The move ties…
NVIDIA invested $3.5 billion in MediaTek to advance NVLink Fusion, an interconnect technology that extends NVIDIA's proprietary NVLink protocol to custom AI chips from other vendors, enabling them to …
Nvidia and other investors have poured $125 million into iPronics, a photonics startup developing second-generation optical circuit switching (OCS) technology that could enable next-generation AI netw…
Optical interconnects are moving inside the compute tray, targeting the memory tier that carries roughly ten times the scale-up bandwidth per GPU and about one hundred times the scale-out bandwidth, a…
Nvidia is expanding its IP licensing business by partnering with MediaTek, which will integrate Nvidia's NVLink Fusion interconnect into its datacenter XPUs, with Nvidia investing $3.5 billion in conv…
AI vendors are increasingly turning to custom silicon from Cerebras and Marvell for inference workloads, and Waymo is designing its own chips for robotaxis, signaling a shift away from reliance on tra…
A weekly digest of technology news for August 23, 2026, highlights security and accountability issues, including Claude Code agents creating self-replicating malware and OpenAI underestimating its mod…
AMD and Intel shares each fell nearly 4% on August 19, 2026, while Nvidia held roughly flat, as rising long-term Treasury yields and dilution concerns weighed on the AI chip trade. The 30-year Treasur…
Investors rotated out of semiconductor and AI hardware stocks into beaten-down software names on Monday, with the iShares Semiconductor ETF (SOXX) down about 5.4% while the iShares Expanded Tech-Softw…
Optics stocks fell sharply on July 28, with Lumentum dropping roughly 10%, Corning sliding around 12%, and AXT falling approximately 12%, after Corning's forward guidance and Anthropic-related news ra…
PCIe 6.0 SSDs have arrived, but today's buyers are AI data centers, with Micron's 9650 entering mass production on February 12, 2026, and Samsung's PM1763 announced on July 8, both enterprise drives o…
Marvell introduced the Bravera SC6 PCIe 6.0 SSD controller, doubling the speed of its predecessor, and new memory infrastructure technologies at FMS 2026 to help hyperscalers scale memory independentl…
Marvell introduced the Bravera SC6 SSD controller, a PCIe 6.0 device targeting hyperscale AI inference workloads by offloading KV cache from GPU memory to NAND flash, claiming multigigabyte-per-second…
At the Flash Memory Summit on August 4-6, 2024, DDN and Nvidia announced a collaboration to advance GPU-initiated data access using Nvidia's SCADA architecture with DDN's Infinia platform, aiming to r…
At Flash Memory Summit 2026, Nvidia announced it is open sourcing its cuFile APIs and the vertical storage software stack, enabling GPUs to directly read from and write to storage, and introduced Stor…
MediaTek is lining up $5 billion in financing to expand into AI datacenter silicon, targeting a slice of a market it expects to be worth up to $80 billion next year. The Taiwanese chipmaker aims to ca…
Xsight Labs, an Israeli fabless chipmaker building networking silicon for AI data centers, raised over $300 million in a funding round led by Fidelity Investments and Atreides Management at a post-mon…