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 |
Corning announced a strategic collaboration with Broadcom to supply critical optical components for the Bailly co-packaged optics (CPO) system—Broadcom’s 51.2 Tbps Ethernet switch targeting AI-driven data centers. The partnership advances...
Broadcom has released its Scale Up Ethernet (SUE) Framework, a new architectural specification designed to optimize intra-rack and multi-rack communication for AI and HPC clusters. Built on Ethernet fundamentals and tailored...
At OFC 2025, Broadcom showcased its powerful portfolio of optical and electrical interconnect solutions for AI infrastructure. The company highlighted advances across co-packaged optics (CPO), 200G/lane DSP and SerDes technologies,...
Broadcom expanded its DSP PHY portfolio with two new products designed specifically for next-generation AI infrastructure: the Sian3 DSP PHY and the Sian2M DSP PHY. These 200G-per-lane DSPs target the...
Cisco and NVIDIA have launched a joint initiative called the Cisco Secure AI Factory with NVIDIA, aiming to deliver a highly secure, scalable, and simplified AI infrastructure for enterprises. The...
Micas Networks has announced that its 51.2T Co-Packaged Optics (CPO) network switch system has entered volume production and is now globally available. The system, developed in partnership with Broadcom, marks...
Cisco and NVIDIA have announced an expanded partnership to unify AI data center networking by integrating Cisco Silicon One with NVIDIA Spectrum-X. This collaboration aims to simplify AI-ready infrastructure deployment...
Cornelis Networks has announced the appointment of Lisa Spelman as its new chief executive officer (CEO), succeeding Philip Murphy, who will now serve as president and chief operating officer (COO)....
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