AI infrastructure - Page 7
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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Credo Unveils a 1.6T Optical Cable for AI Data Centre Rows. It Ships in 2027
Credo's 1.6T ZeroFlap Active Light Cable is an optical link for AI data centres, rated for 12W per cable-end and up to 50m. It ships in 2027.
Marvell Unveils Second-Generation Structera X CXL 3.2 Memory Expanders With Six Memory Channels
Marvell unveils second-gen Structera X CXL 3.2 memory expanders with six memory channels for AI inference. Samples expected Q1 2027. Figures are Marvell's.
NVIDIA Opens Vera Rubin Rack Designs to OCP as Meta Adopts Spectrum-6
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.
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.
SWI Group Raises €800M at a €6.1bn Valuation for AI Infrastructure, and Plans to Turn an Ex-FTX-Backed Bitcoin Miner Into AI Data Centres
SWI Group raised €800M at a €6.1bn valuation for AI infrastructure. Its CEO reportedly plans to turn ex-FTX-backed miner Genesis Digital into AI sites.
Public Register Now Lists 178 Data-Centre Fires and Power Failures
The Energy Incident Register now lists 178 data-centre fires and power failures, up from 93 on 12 October as older cases were added. 21 are from 2026.
Lumentum, Astera Labs and Corning to Show PCIe Running Over Light Inside an AI Rack
Lumentum, Astera Labs and Corning will demo PCIe carried over light inside an AI rack at OCP Summit. It is a proof of concept, not a shipping product.
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