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 |
Nscale has secured an additional $790 million in financing to accelerate development of its Narvik AI data center campus in Norway, strengthening its position among Europe’s fastest-growing AI infrastructure companies. The...
VoltaGrid secured a $1 billion strategic equity investment from funds managed by Blackstone Tactical Opportunities and Halliburton to accelerate deployment of behind-the-meter power systems for AI data centers and industrial infrastructure. The transaction includes...
FS unveiled a new 800G Ethernet-based AI networking solution optimized for next-generation NVIDIA B300 GPU deployments, positioning lossless Ethernet fabrics as a scalable alternative to proprietary interconnect architectures for large...
IREN outlined an aggressive expansion strategy for AI infrastructure, anchored by a new $3.4 billion AI Cloud contract with NVIDIA and a broader strategic partnership focused on deploying up to 5GW of...
IREN agreed to acquire Ingenostrum, S.L., known as Nostrum Group, giving the company a European platform for AI data center development and expanding its power portfolio to 5GW. The Spain-based...
CoreWeave reported first quarter 2026 revenue of $2.08 billion, up 112% year-over-year, as demand for GPU cloud infrastructure accelerated across AI labs, hyperscalers, and enterprise customers. The company said its...
Lambda secured a $1 billion syndicated senior secured credit facility to accelerate deployment of NVIDIA-based AI infrastructure and expand its data center footprint amid surging demand for large-scale AI compute....
A coalition of AI infrastructure leaders including OpenAI, Microsoft, NVIDIA, AMD, Intel, and Broadcom unveiled a new Ethernet transport architecture called Multipath Reliable Connection (MRC), marking a significant redesign of...
SpaceXAI has signed an agreement with Anthropicto provide access to Colossus 1, a large-scale AI supercomputer designed to support next-generation model training and inference. The system, built on an accelerated deployment...
Astera Labs introduced its Scorpio X-Series 320-lane Smart Fabric Switch, positioning it as a high-radix, memory-semantic interconnect designed to support large-scale AI clusters with reduced latency and improved efficiency. The...
Micron Technology is now shipping the 245TB Micron 6600 ION SSD, a high-capacity data center drive designed to improve rack-scale storage density for AI, cloud, enterprise, and hyperscale workloads. The...
Panthalassa raised $140 million in Series B funding to move its ocean-powered AI infrastructure platform from prototypes toward pilot manufacturing and first deployments. Peter Thiel led the round, joined by...
IREN Limited (NASDAQ: IREN) connected its 1.4GW Sweetwater 1 data center site in Texas to the ERCOT grid, marking a key infrastructure milestone for its planned 2GW Sweetwater campus. The...
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