NVIDIA– tag –
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Photonics
ORCA Computing Announces Global Rollout of PT Series Systems and Strategic Partnerships with Toyota, NVIDIA for Quantum-Accelerated AI
Distill Intelligence UK Overview ORCA Computing has announced the global deployment of its PT series quantum computing systems and strategic partnerships with Toyota and NVIDIA, aimed at advancing quantum-accelerated AI. This expansion w... -
Photonics
NVIDIA’s $2 Billion Investment Validates Coherent’s AI Optics Strategy, Driving Leadership in AI Data Center Transceiver Market
HDIN Research USA Overview Coherent achieved significant revenue growth in FY26, largely driven by the deployment of 800G and 1.6T AI transceivers for hyperscalers. A strategic $2.0 billion equity investment from NVIDIA strongly validate... -
Photonics
Coherent to More Than Double 6-Inch InP Wafer Output by 2027 End Amid Accelerating 1.6T Transceiver Demand for AI Data Centers
The Motley Fool USA Overview Coherent announced a significant acceleration in demand for its 1.6T optical transceivers, driven by AI data centers, prompting a substantial expansion of its indium phosphide (InP) manufacturing. The company... -
Photonics
NVIDIA’s Spectrum-X CPO Ethernet Switches Enter Mass Production, Delivering 5x Power Efficiency and AI Uptime
BigGo Finance Taiwan Overview NVIDIA's Spectrum-X Ethernet silicon photonics switches, leveraging Co-Packaged Optics (CPO) technology, have entered full mass production. This 'world's first production 200G/lane CPO Ethernet switch system... -
Photonics
Leading Optical Transceiver Manufacturers Drive Silicon Photonics into Mainstream Production in 2026; Intel, Cisco, Marvell, Coherent Launch SiPh Products
FB-LINK Technology China Overview In 2026, silicon photonics (SiPh) product shipments are entering full swing, with major players like Intel, Cisco, Marvell, and Coherent actively launching SiPh-based transceiver modules. SiPh already co... -
New Technology
OpenAI, SB Energy, and NVIDIA Partner to Secure 8 Gigawatts of AI Compute Infrastructure at PORTS-Pike Campus
OpenAI official announcement USA Overview OpenAI, in collaboration with SB Energy, NVIDIA, and the U.S. Department of Energy, has signed an agreement to secure approximately 8 gigawatts (GW) of IT capacity at the PORTS-Pike Technology Ca... -
Market Trends
Wingspire Equipment Finance Provides $140 Million Financing for High-Performance AI Compute Infrastructure Expansion
Business Wire USA Overview Wingspire Equipment Finance has provided $140 million in equipment financing to a private equity-backed firm delivering GPU cloud computing capabilities to AI labs and enterprises. This funding is dedicated to ... -
Business Trends
NVIDIA Leads $500 Billion Private Equity Investment to Accelerate Global AI Infrastructure and Power Solutions
Microgrid Knowledge USA Overview NVIDIA has announced its leadership in a colossal $500 billion private equity investment, in partnership with Blackstone, BlackRock, and Apollo, aimed at AI infrastructure and power solutions. This landma... -
New Technology
Blueprint for 100 kW+ GPU Cluster AI Data Centers Released: Liquid Cooling Becomes Indispensable
Soeteck USA Overview A practical blueprint for designing AI data centers to support high-density GPU clusters, exceeding 100 kW per rack with NVIDIA GB300-class deployments, has been unveiled. The report underscores that traditional data... -
Market Trends
TrendForce Predicts Liquid Cooling to Dominate AI Infrastructure by 2026, Reaching 53% AI Chip Penetration Driven by Google
ET Datacenters India Overview A TrendForce report indicates that liquid cooling is rapidly becoming the standard for high-end AI infrastructure, with its penetration among AI chips projected to reach 53% by 2026 and nearly 60% by 2027. T...