Corning, a leading glass manufacturer, is pivoting heavily into AI networking, leveraging its expertise in optical fiber and specialty glass to support the growing demand for AI data center infrastruc…
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.…
Neoclouds CoreWeave and Nebius have secured massive hyperscaler commitments totaling over $145 billion, but their growth is funded by circular financing involving Nvidia equity and GPU-backed debt, ra…
Nvidia is focusing on improving 'tokens per watt' as hyperscalers shift from building AI infrastructure to monetizing it, with offload engines designed to reduce GPU underutilization caused by memory …
The state of AI networking in 2026, emphasizing that momentum in the field tends to persist. It explores trends and technologies shaping AI infrastructure and connectivity.…
Micron Technology's stock surged over 900% since August 2025, adding more than $1 trillion to its market capitalization amid a severe AI-driven memory shortage. The memory market is projected to excee…