Supermicro Showcases AMD Helios Rack-Scale AI Platform
Supermicro unveiled its next-generation AMD Helios rack-scale AI platform at Computex, highlighting a new architecture designed to support large-scale AI ...
In Focus: AI Factories
Industrial-Scale Infrastructure for Frontier AI Converge Digest tracks AI factories as large-scale compute campuses built to train, serve and operate frontier AI models. Coverage spans GPU clusters, rack-scale systems, high-performance networking, optical interconnects, storage, power infrastructure, cooling, orchestration and the capital investment required to deploy AI at industrial scale. |
Technology Pillars AI Factories ›AI Infrastructure ›GPU Clusters ›Data Center Networking ›Ethernet Fabrics ›InfiniBand ›DCI ›Power Infrastructure › |
Key Players NVIDIA ›AMD ›Broadcom ›Marvell ›Arista ›Cisco ›Supermicro ›CoreWeave ›OpenAI ›xAI › |
| Tracking: Scale-Up • Scale-Out • Rack-Scale Systems • Ultra Ethernet • Optical Networking • HBM • PCIe • CXL • AI Economics • AI Infrastructure Investment |
COMPUTEX 2026 Preview: AI Infrastructure Showcase in Taipei
TAIPEI — COMPUTEX has evolved far beyond its roots as a PC trade show. Over the past several years, it ...
Nokia Opens AI Networking Innovation Lab in Silicon Valley
Nokia has opened an AI Networking Innovation Lab in Sunnyvale, California, creating a new hub for co-development and validation of ...
Lightmatter Unveils Liquid-Cooled Laser NIC for AI Scale-Up Optics
Lightmatter introduced Guide DR, a liquid-cooled Laser Network Interface Card designed to move high-density laser sources inside AI system chassis ...
Video: NVIDIA’s AI Factory Networking Stack
Gilad Shainer, SVP of Networking at NVIDIA, breaks down the complex infrastructure architecture required to build modern AI factories. Unlike ...
Fabric.AI Targets Late-2026 Demo for MicroLED Interconnect
Fabric.AI said it aims to demonstrate its Neural I/o MicroLED-based optical interconnect platform by the end of 2026 as the ...
Cisco AI Summit: Cisco and NVIDIA on the Enterprise Path to AI Factories
At Cisco’s AI Summit, Chuck Robbins and Jensen Huang used a wide-ranging onstage conversation to outline how enterprise computing is ...
Lambda Raises $1.5B Series E to Build Gigawatt-Scale AI Factories
Lambda secured more than $1.5 billion in Series E funding to accelerate construction of its next wave of AI factories. ...
NVIDIA Envisions Telco AI Factories, AI-RAN, and Agentic Networks
At GTC 2025 in San Jose, Ronnie Vasishta, SVP of Telecommunications at NVIDIA, outlined the company’s vision for a sweeping ...
EU Launches €200 Billion InvestAI Initiative to Fund AI Gigafactories
The European Commission has launched InvestAI, a €200 billion initiative to accelerate artificial intelligence (AI) development across Europe. Announced by ...
A private dossier for networking and telecoms