Intel is making a major push into AI infrastructure with a new rack-scale architecture designed specifically for inference and agentic...

Ayar Labs announced that it has joined the NVIDIA NVLink Fusion ecosystem, positioning its co-packaged optics (CPO) technology as a...

xLight has finalized a $150 million award under the U.S. CHIPS and Science Act to support construction and demonstration of...

Lambda is taking an early look at co-packaged optics (CPO) as it builds out infrastructure for large-scale AI clusters based...

Marvell introduced its Teralynx T100, a 102.4 Tbps Ethernet switch silicon platform aimed squarely at the rapidly growing AI infrastructure...

DriveNets has secured $410 million in Series D financing as demand accelerates for Ethernet-based networking fabrics in large-scale AI deployments....

Hewlett Packard Enterprise reported record second-quarter fiscal 2026 revenue of $10.7 billion, up 40% year-over-year, driven by strong demand for...

Credo Technology Group reported record fourth-quarter and fiscal year 2026 results, underscoring the continued strength of AI infrastructure spending and...

Supermicro unveiled its next-generation AMD Helios rack-scale AI platform at Computex, highlighting a new architecture designed to support large-scale AI...

NVIDIA moved the NVIDIA Vera Rubin platform into full production, marking the company’s next major step in scaling infrastructure for...

NVIDIA introduced new security capabilities for its NVIDIA BlueField-4 platform, positioning the new Vera BlueField-4 STX as a secure storage processing architecture...

Dell Technologies confirmed that it is now shipping its liquid-cooled PowerEdge XE9812 rack systems equipped with NVIDIA Vera Rubin NVL72...

Google has provided one of its clearest public looks yet at how the rise of AI is reshaping the company’s...