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 |
Colovore has broken ground on its newest high-density, liquid-cooled data center, RNO01, in Reno, Nevada. Designed to meet the increasing demands of AI workloads, RNO01 will support next-generation AI accelerator...
What is Ultra Accelerator Link (UALink™) and how will it be used to build massive clusters of GPUs? Kurtis Bowman, Chairman from UALink Consortium explains: - UALink enables connecting up...
Equinix delivered another record-breaking year in 2024, reporting $8.75 billion in revenue, a 7% increase on an as-reported basis and 8% growth on a normalized and constant-currency basis excluding power...
Supermicro reported preliminary financial results for its second quarter of fiscal year 2025, reflecting significant growth driven by strong AI infrastructure demand. Net sales for the quarter are expected to...
The European Commission has launched InvestAI, a €200 billion initiative to accelerate artificial intelligence (AI) development across Europe. Announced by Commission President Ursula von der Leyen at the AI Action...
How are data centers evolving to meet AI infrastructure demands? Paroma Sen, Vice President of Corporate Marketing from Astera Labs explains: - PCI Gen 6 ecosystem emergence enables smart, scalable...
STACK Infrastructure announced plans for a 144MW data center campus in Loudoun County, Virginia, further strengthening its presence in the world’s largest data center market. The new development, located within...
Why are data centers moving from InfiniBand to Ethernet for AI clusters? Amit Sanyal, Senior Director, Data Center Product Marketing from Juniper explains: - Benchmark tests show comparable job completion...
CoreWeave has announced the general availability of NVIDIA GB200 NVL72-based instances, making it the first cloud provider to offer the latest NVIDIA Blackwell-powered infrastructure. Built on the NVIDIA GB200 Grace...
The data center networking landscape is experiencing unprecedented transformation driven by the explosive growth of generative AI workloads. Major industry players are committing hundreds of billions of dollars to AI...
Ethernet data center switch sales in traditional front-end networks, primarily supporting general-purpose servers, are expected to rebound in 2025 after a brief pause in 2024, according to a new report...
Worldwide data center capex is projected to surpass $1 trillion by 2029, according to a new report from Dell'Oro Group. AI infrastructure spending will maintain its strong growth momentum despite...
Spending on switches deployed in AI back-end networks for accelerated servers is forecast to surpass $100 B over the next five years (2025-2029), according to a new report from Dell'Oro...
A private dossier for networking and telecoms