NVIDIA– tag –
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TSMC to Boost 2nm and 3nm Advanced Process Capacity by up to 22% by Mid-2027 to Meet Soaring AI/HPC Demand
BigGo Finance Taiwan Overview TSMC plans a significant capacity expansion for its 2nm and 3nm advanced processes to meet surging demand for AI and HPC chips. The 2nm monthly capacity is projected to increase by approximately 22% to 110,0... -
TSMC to Double CoWoS Advanced Packaging Capacity to 260,000 Wafers/Month by 2028, Driving OSAT and Intel Orders Amid Supply Crunch
BigGo Finance Taiwan Overview TSMC plans to double its CoWoS advanced packaging capacity from 130,000 wafers/month to 260,000 wafers/month by the end of 2028, primarily driven by surging AI chip demand. This expansion, centered on its AP... -
Intel and Ayar Labs Propel 224Gbps+ Scale-Up with Co-Packaged Optics, Extending NVIDIA NVLink
Silicon Co-Design USA Overview Co-Packaged Optics (CPO) technology is enabling 224Gbps+ scale-up interconnects, with Intel pursuing a truly integrated approach via its Optical Compute Interconnect (OCI) that heterogeneously integrates In... -
NVIDIA Adopts Hybrid Copper-Optics Strategy for AI Factories, NVLink 6 Connects 72 GPUs with Multi-Layer Resiliency
Elliot's Musings USA Overview NVIDIA is implementing a hybrid interconnect strategy for its AI factories, utilizing both extensive copper cabling for NVLink to connect 72 GPUs and developing integrated optical engines closer to switching... -
Huawei Unveils 7.2Tbps Near-Packaged Optics Module and Establishes China’s First NPO MSA, Challenging NVIDIA and Broadcom’s CPO Push
TrendForce China Overview Huawei has unveiled a 7.2Tbps Near-Packaged Optics (NPO) module and launched the "OPEN NPO" initiative, establishing China's first NPO optical interconnect Multi-Source Agreement (MSA), directly challenging the ... -
FS Unveils 1.6T Scale-Out Optics with 500 km Coherent Modules for AI Fabrics, Validated on NVIDIA Quantum-X800
StorageReview.com USA Overview FS has introduced a new AI optics portfolio featuring 1.6T scale-out transceivers for GPU cluster links and 500 km coherent modules for inter-site connections. The 1.6T OSFP-DR8-1.6T and OSFP-2FR4-1.6T modu... -
NTT’s IOWN AI Fund Makes Inaugural Investment in iPronics for AI Data Center Programmable Optical Networking
The Fast Mode Japan Overview NTT's IOWN AI Fund has made its first investment in iPronics, a developer of programmable optical networking technology for AI data centers. iPronics' silicon photonics-based platform dynamically reconfigures... -
Matlantis and NVIDIA ALCHEMI Cut ENEOS Catalyst Discovery from Years to Months, Screening 100 Million Structures
AiThority Unknown Overview Matlantis announced that the combination of NVIDIA ALCHEMI and its Matlantis PFP (universal machine learning interatomic potential) significantly accelerated catalyst materials discovery for ENEOS Holdings. Thi... -
Global Sources: Cooling Innovations Drive Next Wave of AI Data Center Investments
Global Sources Global Overview According to Global Sources, the surging demand from AI workloads is powerfully propelling investments in data center cooling solutions. Liquid cooling technologies and energy recovery systems are emerging ... -
AI Workloads Drive Data Centers to Liquid Cooling, NVIDIA Optimizes Next-Gen Servers for Liquid Immersion
Connect CRE USA Overview The explosion of AI workloads is forcing data centers to adopt liquid cooling solutions as traditional air cooling can no longer manage the intense heat. Major data center providers like Equinix and Digital Realt...
