NVIDIA Corporation (NASDAQ: NVDA) reported Q1 FY27 Data Center revenue of $75.246 billion, up 92% year over year, and total revenue of $81.61 billion, up 85.23%, as CEO Jensen Huang said 'Agentic AI h…
IBM and Together AI have signed a $240 million multi-year deal to build an AI inference cluster on IBM Cloud powered by Nvidia's HGX B300 systems with Blackwell processors and Spectrum-X Ethernet netw…
Corning CEO Wendell Weeks outlined a $10 billion opportunity for co-packaged optics (CPO) to bring optics inside the server or rack, driven by AI demand for optical fiber per GPU. Corning reported Q2 …
Data center switch spending for AI back-end networks is projected to reach $1 trillion by 2030, with scale-up interconnectivity accounting for more than half the total market, according to a report fr…
Nvidia has unveiled its next-generation Spectrum-X Ethernet networking platform, designed to connect millions of GPUs in gigascale AI factories while reducing power consumption and operational costs. …
Nvidia launched its Spectrum-6 switch, a 102.4 Tb/s system offering twice the capacity of previous-generation systems, to power next-gen AI networking. The Ethernet-based switch, available in SN6810 a…
Nvidia Corp. networking chief Gilad Shainer argues that in the era of agentic AI, the network has become a first-class participant in computation, transforming AI infrastructure from a server farm int…
Nvidia Corp. networking chief Gilad Shainer argues that agentic inference transforms the network into part of the computer, making it a first-class participant in the computational process. In a speci…
A new analysis from theCUBE Research argues that enterprise AI infrastructure can no longer be evaluated primarily by GPU count or speed, as networking, compute, storage and software must operate as o…
Nvidia is developing its proprietary CMX platform to improve AI inference economics by offloading KV cache to SSDs via BlueField DPUs, while the open CXL standard offers a vendor-agnostic alternative.…
Nvidia inaugurated an expanded R&D center in Beersheba, Israel, on July 7, 2026, tripling its footprint to 3,000 square meters and housing over 150 employees. The center focuses on AI infrastructure, …
Nvidia became the top vendor in data center Ethernet switching revenue for the first time in Q2 2025, generating $2.3 billion in revenue with a 647% year-over-year increase and a 25.9% market share, s…
NVIDIA swept MLPerf Training v6.0 benchmarks, achieving the fastest training times at scale and highest per-accelerator performance across all tests, including new DeepSeek-V3 and GPT-OSS-20B workload…
IBM, Supermicro, and Nvidia engineers published an IBM Redbook detailing a reference architecture that uses IBM Storage Scale Erasure Coding Edition on Supermicro servers as an external shared storage…
NVIDIA's Spectrum-X Ethernet fabric, now featuring Multipath Reliable Connection (MRC) technology, has been deployed by OpenAI, Microsoft, and Oracle to set a new standard for gigascale AI networking.…