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CrowdStrike reported strong Q2 FY26 results, posting revenue of $1.17 billion, up 21% year-over-year, with subscription revenue at $1.10 billion. Annual recurring revenue (ARR) grew 20% to $4.66 billion, including...

Marvell introduced the industry’s first 64 Gbps per wire bi-directional die-to-die (D2D) interconnect IP in 2nm, targeting next-generation XPUs for AI and cloud infrastructure. The technology, also available in 3nm,...

Crusoe has expanded its partnership with atNorth, scaling its Crusoe Cloud capacity at the ICE02 data center in Iceland to 57MW. The new 24MW agreement builds on an initial 33MW...

Broadcom used VMware Explore 2025 in Las Vegas to unveil a sweeping set of updates to VMware Cloud Foundation (VCF), positioning the platform as an AI-native private cloud environment with...

OpenLight has raised $34 million in an oversubscribed Series A round to accelerate the commercialization of its heterogeneously integrated photonics technology for AI data centers. The funding was co-led by...

At the IEEE Hot Interconnects conference, Sharada Yeluri of Astera Labs outlined why UALink (Ultra Accelerator Link) is emerging as the open protocol standard for rack-scale AI infrastructure. Designed specifically...

Avicena sees a huge opportunity to reshape AI cluster design with its microLED-based interconnects, a technology it says could slash energy use while breaking through the short-reach limits of copper....

AI workloads are pushing the limits of copper and conventional optics, and Celestial AI believes its Photonic Fabric is the key to breaking through. At this week's IEEE Hot Interconnects...

At the IEEE Hot Interconnects 2025, Intel’s Debendra Das Sharma outlined how the Universal Chiplet Interconnect Express (UCIe) can extend the performance of on-package memory, offering a path to low-power,...

Microsoft is building out AI-scale networking with more than $100 billion in near-term investment, said Deepak Bansal, Corporate VP, during a keynote at the IEEE Hot Interconnects conference. He described...

At this week’s IEEE Hot Interconnects conference, Meta outlined the extraordinary scale and technical challenges of building one of the world’s largest AI infrastructures. Wes Bland, Research Scientist at Meta...

Arista Networks co-founder Andreas Bechtolsheim used his keynote at IEEE Hot Interconnects 2025 to highlight how Linear Pluggable Optics (LPO) and new rack designs can dramatically cut power consumption in...

Crusoe has acquired Atero, a Tel Aviv–based startup specializing in GPU management and memory optimization for AI workloads. The deal strengthens Crusoe’s AI infrastructure platform by enhancing the performance and...