Engineering the AI Factory Converge Digest tracks the technologies defining next-generation AI data centers—from GPUs and CPUs to networking fabrics, storage, cooling, power systems and hyperscale infrastructure. Coverage spans the complete architecture of modern AI factories. |
Technology Pillars AI Infrastructure ›GPUs ›CPUs ›Ethernet Fabrics ›Storage ›DCI ›Liquid Cooling ›Power › |
Key Players NVIDIA ›AMD ›Intel ›Broadcom ›Arista ›Cisco ›Supermicro ›Equinix › |
| Tracking: Scale Up • Scale Out • AI Factories • Rack-Scale Systems • Ultra Ethernet • InfiniBand • PCIe • CXL • HBM • 1.6T |
Amperesand closed an $80 million Series A round co-led by Walden Catalyst Ventures and Temasek, aiming to scale its medium-voltage solid-state transformer (MV SST) platform for AI data centers and...
Schneider Electric and Switch signed a two-phase supply capacity agreement valued at $1.9 billion, expanding their long-running partnership to support the rapid build-out of AI factories across Switch’s U.S. campuses....
Terra Innovatum and Uvation have signed a Letter of Intent to deploy a 1 MWe SOLO micro-modular reactor as a pilot power source for Uvation’s next-wave AI and modular data...
Experts from Meta, Cisco, NVIDIA, and the global Ethernet ecosystem gather December 2–3 in Mountain View to examine 400G signaling and the technologies shaping Ethernet’s AI era. The Ethernet Alliance...
Celestica introduced the SD6300, a 4U ultra-dense JBOD platform designed to increase storage capacity per rack for enterprise, hyperscale, and AI-centric data centers. The system fits 108 dual-port LFF SAS...
Nokia expanded its data center networking portfolio today with a new family of 7220 IXR-H6 switches and an upgraded Event-Driven Automation (EDA) platform designed to support rapidly scaling AI workloads....
NTT DOCOMO BUSINESS and NTT Com Asia launched an “APN InterLink” service in Hong Kong offering ultra-low-latency photonic interconnectivity for financial institutions. The service is based on NTT’s All-Photonic Network...
The era of generative AI has transformed the traditional data center into an “AI Factory” — an industrial-scale facility designed to train, refine, and deploy massive machine-learning models continuously. This...
Supermicro is deepening its collaboration with NVIDIA to deliver new AI infrastructure platforms tailored for U.S. federal government needs, emphasizing secure, domestically manufactured systems. Announced at NVIDIA GTC in Washington,...
At GTC Washington, D.C., NVIDIA introduced the BlueField-4 Data Processing Unit (DPU), a purpose-built accelerator for gigascale AI factories. The new chip delivers up to 800 Gbps of network throughput and integrates 64 Arm...
OpenAI, Oracle, and Related Digital announced plans to build a more than 1-gigawatt data center campus in Saline Township, Michigan, marking a major expansion of their Stargate AI infrastructure initiative....
Amazon Web Services (AWS) has activated Project Rainier—its largest-ever AI data center development—transforming 1,200 acres of farmland in New Carlisle, Indiana, into one of the world’s most powerful AI compute hubs. In...
Arista Networks introduced its next-generation R4 Series platforms—7800R4, 7280R4, and 7020R4—designed to power large-scale AI clusters, data center fabrics, and routed cloud backbones with 800G performance and full-stack security. The R4 portfolio extends across...
A private dossier for networking and telecoms