Lambda Deploys Supermicro Blackwell GPU Clusters
Lambda, which brands itself as the “Superintelligence Cloud,” has integrated Supermicro’s GPU-optimized servers to accelerate training and inference workloads for ...
U.S. Takes 9.9% Stake in Intel with $8.9B Equity Investment
Intel secured a landmark deal with the Trump Administration, which will see the U.S. government invest $8.9 billion in Intel ...
Hot Interconnects: Avicena’s High-Yield MicroLED Arrays for Scale-Up AI Clusters
AI clusters are hitting a wall with copper cabling, and Avicena CEO Bardia Pezeshki believes microLEDs are the way through. ...
Hot Interconnects: GigaIO Showcases SuperNODE Scale-Up Fabric for AI
At the IEEE Hot Interconnects online conference, Alan Benjamin, CEO of GigaIO, delivered an online presentation highlighting the company’s SuperNODE ...
Aligned Secures $1B Blackstone Financing to Accelerate 5 GW Expansion
Aligned Data Centers has secured more than $1 billion in financing commitments from Blackstone Credit & Insurance (BXCI) to accelerate ...
Hot Interconnects: UCIe Brings On-Package Memory to the Forefront
At the IEEE Hot Interconnects 2025, Intel’s Debendra Das Sharma outlined how the Universal Chiplet Interconnect Express (UCIe) can extend ...
Dell’Oro: RAN Market Grows Outside of China in 2Q25
Preliminary findings reveal that market conditions for radio access network (RAN) equipment continued to stabilize in the quarter, according to ...
Hot Interconnects: Microsoft Maps Out $100B AI Networking Fabric
Microsoft is building out AI-scale networking with more than $100 billion in near-term investment, said Deepak Bansal, Corporate VP, during ...
Hot Interconnects: Meta Highlights 600K GPUs, Custom Chips, Next-Gen Fabrics
At this week’s IEEE Hot Interconnects conference, Meta outlined the extraordinary scale and technical challenges of building one of the ...
Hot Interconnects: Arista Outlines Pathways to Energy-Efficient Optics and Liquid-Cooled Racks
Arista Networks co-founder Andreas Bechtolsheim used his keynote at IEEE Hot Interconnects 2025 to highlight how Linear Pluggable Optics (LPO) ...
Crusoe Acquires Atero to Boost GPUaaS
Crusoe has acquired Atero, a Tel Aviv–based startup specializing in GPU management and memory optimization for AI workloads. The deal ...
EdgeConneX to Build 30MW+ Data Centers for Lambda in Chicago and Atlanta
EdgeConneX will deliver over 30MW of high-density data center capacity in Chicago and Atlanta to support Lambda’s AI infrastructure buildout. ...
Dell’Oro: Optical Transport Market Up 14% in 2Q 2025
The Optical Transport equipment market grew 14 percent year-over-year in 2Q 2025, according to a new report from Dell'Oro Group. ...
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