GPU– tag –
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Lumentum Accelerates 1.6T Transceiver and 200G/Lane Optical Tech Shipments for AI Clusters, Mass Adoption Expected by 2027
Quartz USA Overview Lumentum is capitalizing on the accelerated transition to 1.6T transceivers and 200G/lane optical technologies, driven by hyperscalers deploying bandwidth-intensive AI clusters. The company began shipping 1.6T transce... -
FS Expands AI Optics Portfolio from 1.6T Scale-Out to 800G Scale-Across, Supporting Next-Gen AI Fabrics
Converge Digest Unknown Overview FS has significantly extended its optical connectivity portfolio for AI infrastructure, now offering 400G, 800G, and 1.6T optical transceivers for scale-out networks. Additionally, the company provides 40... -
1.6T Optical Modules and Scale-Up Networks Emerge as Dual Engines for Next-Generation AI Data Center Infrastructure
aicplight Unknown Overview As AI workloads intensify, networking has become a primary bottleneck for system efficiency and cost in AI data centers. The optical communications industry is rapidly advancing commercial deployment of 1.6T op... -
Sidetrade Unveils ‘SAFE’ Agentic AI Framework for CFOs, Enabling Secure Management of Sensitive Data
Sidetrade France Overview Sidetrade has introduced SAFE (Sidetrade Agentic Framework for Enterprise), a sovereign agentic AI framework tailored for CFOs. SAFE aims to provide secure, controlled, and traceable AI agent actions, allowing f... -
NVIDIA Develops 45°C Liquid Cooling System for Next-Gen Rubin AI Infrastructure, Enhancing Data Center Energy Efficiency
Facebook (NVIDIA Official) USA Overview NVIDIA has developed an innovative liquid cooling system for its next-generation Rubin AI infrastructure, capable of using heated liquid up to 45°C (113°F). This direct liquid cooling (DLC) system ... -
AI Accelerates Drug Discovery & Science: Anthropic and Meta Deploy Supercomputers and Multi-Agent Systems for Real-World Research
AI Weekly Global Overview AI is transitioning from theoretical publications to operational infrastructure, dramatically accelerating drug discovery and scientific research. Anthropic reported success rates exceeding the industry average ... -
Vertiv Unveils 5MW FDU Liquid Cooling Solution for AI Data Centers, Supporting 600kW/Rack Densities
Vertiv Global Overview Vertiv has announced an innovative liquid cooling solution centered around a 5-megawatt Facility Distribution Unit (FDU) to address the escalating power density in AI data centers. With AI workloads pushing densiti... -
Microsoft Copilot+ PC Mandates Minimum 40 TOPS NPU, Redefining AI PC to Accelerate On-Device AI Processing
Layer3Labs USA Overview The definition of an AI PC is evolving, with the integration of Neural Processing Units (NPUs) to execute AI models directly on the device, rather than solely in the cloud, becoming a central requirement. Microsof... -
High-End ABF Substrate Shortage Intensifies Due to Massive AI Chips: Taiwanese Makers & Equipment Suppliers Face Fierce Competition
Medium (by Julien Nauy) International Overview The high-end ABF (Ajinomoto Build-up Film) substrate market for AI chips faces a severe supply shortage, reflecting a 're-evaluation of manufacturing difficulty' distinct from traditional AB... -
Korean Tech Giants Accelerate AI Substrate Production Amid Soaring Demand, Nearing 90% Utilization
TrendForce Taiwan Overview The proliferation of AI data centers has created a critical shortage and driven up prices for advanced substrates essential for GPUs and HBM. In response, Samsung Electro-Mechanics (SEM) and LG Innotek are aggr...
