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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.

Broadcom and Intel Bosses Say Money, Not Chips, May Be AI’s Biggest Constraint; Intel’s Chief Calls Chinese Model Uptake “Very Fast”

Broadcom's Hock Tan and Intel's Lip-Bu Tan said in Singapore that money, not chips, may be AI's biggest limit; Tan called Chinese model uptake 'very fast'.

Nebius Signs as First Customer of VOLT’s Planned AI Gigafactory in the Port of Rotterdam

Nebius has signed for a large share of the computing power at VOLT's planned EUR 7bn Rotterdam AI gigafactory. The project is not financed yet.

SK’s Chey Tae-won Says Korea Must Build Chip Fabs Faster as Micron and China’s CXMT Catch Up

SK chairman Chey Tae-won says Korea must build chip fabs faster as Micron and China's CXMT expand. It is commentary; no new investment was announced.

Vertiv Says It Delivered India’s First Direct-to-Chip Liquid-Cooling Deployment, for 30 MW of AI Workloads in Navi Mumbai

Vertiv says it delivered India's first direct-to-chip liquid-cooling deployment, supporting 30 MW of AI workloads at CLDC Mumbai 01 in Navi Mumbai.

Bain’s Bridge Data Centres Is Reportedly Trying to More Than Double a Loan to About US$6.6bn; a Separate Thailand Loan Has Stalled

Bain-owned Bridge Data Centres is reportedly in talks to more than double a Malaysia loan to about US$6.6bn. A separate Thailand loan has stalled.

China Says Its EU Hybrid Car Deal Allows Growth From 2025 Levels. Brussels Talked of a Cut. Neither Has Published the Numbers

China's commerce ministry calls the EU hybrid car deal an "upward arrangement" from 2025. Brussels spoke of cutting exports. Neither has given numbers.

Musk Says the Next Starship Flight Will Try the First Ship Catch, “Probably About Four Weeks or So” Away

Musk says the next Starship flight will try to catch the ship, "probably about four weeks or so" away. SpaceX has published no Flight 15 date.

CryptoBilis Changed Hands in March, Its Former Founders Say; CZ Alleges Hackers Bought the Reseller

The Ledger reseller's former founders say they handed over in March. CZ alleges hackers bought it. No public evidence links the sale to the drains.

Tesla Engineer Says Grok Bot Is Now Enabled on All Cybercabs and the Rest of the Model Y Fleet

Tesla AI engineer Yun-Ta Tsai says Grok Bot is now enabled on all Cybercabs and the rest of the Model Y fleet. No release notes yet.

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