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NVIDIA Opens Vera Rubin Rack Designs to OCP, Meta Adopts Spectrum-6 and Google’s Falcon Comes to ConnectX-10
At OCP, NVIDIA contributed Vera Rubin rack designs via MGX 1.2 (up to 250kW racks), a Vera CPU rack spec, and said Meta is adopting Spectrum-6 switches.
NVIDIA and Cisco Plan USFP, a New Pluggable Optics Form Factor for 400Gb/s Per Lane
NVIDIA and Cisco plan USFP, a pluggable optics form factor for 400Gb/s per lane and up to 12.8Tb/s. No ship date or price. Efficiency figures are claims.
AMD Introduces Helion, an Open Rack Design for Agentic AI With Up to 32,768 CPU Cores
AMD unveils Helion, an open OCP-based rack blueprint for agentic AI with up to 32,768 EPYC CPU cores. AMD says it is planned for November 2026.
Ex-Plaud Exec’s Ambi Raises $26M for AI Apps That Can Listen All Day on iPhone, Mac and Apple Watch
Ex-Plaud exec Peter Mo's Ambi (Mistlabs) raised $26M, launching AI apps for iPhone, Mac and Watch that can listen all day; capture is off by default.
Microsoft Unveils Maia 300 and Plans Multi-Gigawatt Maia Deployments From 2027; Maia 200 Is Now in Production
Microsoft unveils Maia 300 and says Maia will scale to multi-gigawatt deployments from 2027 as its main inference system. Maia 200 is in production.
Anthropic Reportedly Has an Unannounced Multiyear Cloud Deal With IREN, The Information Says
Anthropic reportedly has an unannounced multiyear cloud deal with IREN, The Information says. Neither firm has commented; value and length undisclosed.
HCLTech and Anthropic Sign a “Global Premier Partnership”, and HCLTech Sets Up a Dedicated Anthropic Business Unit
HCLTech and Anthropic have signed a Global Premier Partnership. HCLTech will set up a dedicated Anthropic Business Unit to deploy Claude for enterprises.
Salesforce Signs Deal to Acquire AI Analytics Platform Loops and Fold It Into Tableau
Salesforce has signed a definitive agreement to buy Loops, an AI analytics platform, for Tableau. No price was disclosed; close due early November.
Fudan Spin-Out Mosi Intelligence Raises More Than 1 Billion Yuan in a Pre-A Round Led by Huakong Fund
Mosi Intelligence, incubated from Fudan's OpenMOSS team, has raised more than 1 billion yuan in a Pre-A round led by Huakong Fund. No valuation given.
Noiz AI and HKUST Release Helix World, a Real-Time World Model Whose Sound Turns With the Camera
Noiz AI and HKUST release Helix World, a real-time world model that makes video and stereo sound together. All benchmarks are the authors' own.
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