AI infrastructure - Page 6
Coverage of AI infrastructure: data centres, GPU clouds, power and energy supply, chip supply chains and the financing behind the build-out.
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Adani Enterprises and Jabil Sign a Non-Binding Deal to Plan a 50:50 AI and Data-Centre Hardware Venture in India
Adani Enterprises and Jabil signed a non-binding MoU for a proposed 50:50 venture to make AI racks and data-centre gear in India. No cost, site or date.
Lightmatter Shows a 204.8 Tbps Optical Switch Tray, Built With Flex
Lightmatter showed a 204.8 Tbps co-packaged optics switch tray built with Flex and a four-accelerator tray at OCP. No price, customers or ship date.
AMD Signs Credit Support Deal for Phase One of Fermi’s Project Matador in Texas, With a Framework for Up to 650 MW
AMD has signed a credit support deal for phase one of Fermi's Project Matador in Texas (222 MW), plus a framework for up to 650 MW. No terms were given.
NVIDIA Makes Its Full Run:ai Platform Open Source as Part of NVIDIA DSX AI Factory
NVIDIA has released its full Run:ai GPU orchestration platform as open source, in four parts usable separately. Eight partners are integrating it.
Naver Cloud and FPT Sign an MOU to Grow AI Factory and GPU Cloud Business Across Asia-Pacific
Naver Cloud and FPT agree to jointly expand AI Factory and GPU-as-a-service business across Asia-Pacific under an MOU announced on 12 October.
Marvell Launches Alaska E 3.2T Retimer and Second-Generation Alaska A 1.6T AEC DSP for AI Racks
Marvell's Alaska E 3.2T retimer and 3nm Alaska A 1.6T AEC DSP target 224G-per-lane copper links inside AI racks. Both chips are now sampling, Marvell says.
LS Electric Wins $138m Bloom Order for Pennsylvania Data Centre Power
LS Electric says it will supply 38 kV switchgear and transformers to Bloom Energy for a fuel-cell-powered Pennsylvania data centre, worth 185.3bn won.
Nanya Technology’s Q3 2026 Revenue Jumps 61.9% as DRAM Prices Rise More Than 60%
Nanya Technology's unaudited Q3 2026 revenue rose 61.9% to NT$133.6bn as DRAM prices jumped more than 60%; gross margin reached 85.7%.
Intel Names Crescent Island the Intel GPU D-Series; First Card Is the D270
Intel names its Crescent Island inference GPU the Intel GPU D-series. The first card, the D270, is an air-cooled PCIe card with up to 480GB of memory.
Celestica Introduces DS6005, a 102.4Tbps AI Switch With Co-Packaged Optics
Celestica's DS6005 is a liquid-cooled 102.4Tbps switch with co-packaged optics on Broadcom's Tomahawk 6-Davisson. No price or ship date given.
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