Building the AI Economy Converge Digest tracks the global build-out of AI infrastructure—from hyperscale AI factories and sovereign AI initiatives to GPU cloud providers, power systems, networking and optical infrastructure. We follow the investments, technologies and architectures redefining digital infrastructure worldwide. |
Technology Pillars AI Factories ›Hyperscalers ›GPU Clouds ›Sovereign AI ›Data Centers ›Data Center Networking ›Power Infrastructure › |
Key Players NVIDIA ›Microsoft ›Google ›Amazon ›Meta ›Oracle ›CoreWeave ›xAI ›OpenAI ›Equinix ›Digital Realty ›NTT DATA › |
| Tracking: Scale-Up • Scale-Out • AI Campuses • AI Infrastructure Investment • National AI Strategies • AI Economics • Ultra Ethernet • InfiniBand • Optical Networking • Fiber Infrastructure • Energy • Rack-Scale Systems • DCI |
Kioxia has developed a prototype flash memory module delivering 5 terabytes of capacity and 64GB/s bandwidth, targeting edge AI and post-5G/6G mobile edge computing (MEC) applications. The company’s innovation stems...
At the Hot Interconnects 2025 conference, Google Fellow and Vice President of Engineering Amin Vahdat unveiled Falcon, a next-generation NIC transport designed to address the unique challenges of AI and...
AI supercomputers are hitting a wall—not in compute, but in moving data fast enough. At today’s Hot Interconnects online event, Lightmatter CEO Nick Harris argued that scaling AI clusters into...
AI and HPC clusters are no longer limited by processors—they’re constrained by the network fabric tying them together. At today’s online Hot Interconnects, Cornelis Networks’ Field CTO Matt Williams argued...
At HOTI25, Will Eatherton, VP at Cisco, highlighted the mounting complexity of networking in large-scale AI clusters and Cisco’s vision for simplifying operations. Much of the discussion in the industry,...
At today’s Hot Interconnects online event, Nubis Communications CTO Peter Winzer warned that AI and HPC clusters are increasingly I/O bound, with interconnect performance unable to keep pace with compute....
As AI workloads exceed the power and space limits of a single data center, the challenge of interconnecting compute resources across multiple facilities is becoming critical. Broadcom has begun shipping...
Broadcom has started shipping its Jericho4 Ethernet fabric router, a purpose-built platform for distributed AI and HPC infrastructure. Designed to interconnect over one million XPUs across multiple facilities, Jericho4 addresses...
Cornelis Networks has deployed its CN5000 intelligent networking solution at the Lawrence Livermore National Laboratory (LLNL) as part of a major upgrade to the U.S. Department of Energy’s (DOE) National...
Broadcom has begun shipping its Tomahawk Ultra Ethernet switch, setting a new benchmark for data center interconnects targeting high-performance computing (HPC) and AI scale-up workloads. Engineered for ultra-low latency, massive...
Check out other Tech Updates on our YouTube Channel (subscribe today): https://www.youtube.com/@NextGenInfra and check out our latest reports at: https://nextgeninfra.io/ AI infrastructure is entering a new era — and it...
At Cisco Live 2025 in San Diego, Cisco unveiled an expanded portfolio of data center technologies, partnerships, and services aimed at powering the next wave of AI deployments—from hyperscale operators...
Broadcom reported $15 billion in Q2 FY2025 revenue, marking a 20% year-over-year increase driven largely by continued demand for AI-related infrastructure. The company said its AI semiconductor revenue hit $4.4...
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