Rambus and ChipAgents Bring Agentic AI Into Chip Design
Rambus adopts ChipAgents’ agentic AI platform companywide and invests strategically, betting AI-native workflows speed chip and silicon IP design.
Rambus adopts ChipAgents’ agentic AI platform companywide and invests strategically, betting AI-native workflows speed chip and silicon IP design.
Nokia Highlights Advancing Connectivity for the AI Supercycle IntroductionNokia’s combined SReXperts and Wavelengths Americas event in San Diego made one point clear. IP and optical are now one architecture, and the AI supercycle is requiring them to make significant investments in their supply chain and manufacturing capabilities to meet customer… Read More »Nokia SReXperts and Wavelengths 2026
Data Center Interconnect, Scale Across and Scale Out Drive This Market Incline Village, NV. Sept. 9, 2026 — In a newly released forecast, 650 Group projects the Coherent Lite market will surpass 10 million units within the next three to five years. We expect that there will be multiple drivers… Read More »Coherent Lite Market Expected to Top 10 Million Units in 3-5 Years
This morning, Arm positioned the new Mali G2-Ultra NX GPU as its first AI-native Mali graphics core, integrating dedicated neural accelerators directly into the shader pipeline rather than bolting an NPU alongside it. It arrives with a third-generation ray tracing unit and a new execution engine Arm calls the largest… Read More »Arm’s Mali G2-Ultra NX: Neural Accelerators Take Mobile Graphics AI-Native
Nokia today announced Mobile Core Early Access, a live, hosted environment that lets telecommunications providers and enterprises evaluate the software behind AI-era mobile core networks before committing to deployment. The program launched in June with a select group of 30 companies; with today’s announcement, registration is now open to the… Read More »Nokia Opens Its Mobile Core Early Access Program to the Whole Industry
IntroductionGPU performance from 2025 through the end of the decade is growing exponentially, but the more fundamental driver of infrastructure change is what is happening to the models themselves. The shift from dense transformer architectures to Mixture of Experts designs, now dominant across frontier model development, is transforming not just… Read More »Mixture of Experts and Disaggregated Architectures Are Rewriting the Rules of Network Infrastructure
IntroductionAI clusters deliver value only when GPUs stay productive. Too many installations still run below 30-50% utilization because networks cannot keep up with job dynamics, tenant sprawl, and constant workload movement. While that number improves with time, those early idle times can quickly move to millions of dollars of waste… Read More »Full Stack Security and AI Job-ID-aware Segmentation: Cisco Raises the Bar for AI Fabric Efficiency
Networking stands as the heart of AI factories. In my recent fireside chat with NVIDIA SVP of Networking Gilad Shainer, we examined the rapid architecture shifts as the industry enters the 800G upgrade cycle. Bandwidth explodes, scale-out ramps, and the 800G market surges in size. We project, as of July… Read More »Ethernet Switching is the Heart of AI Factories
Customers Deploying Multiple Generations of GPUs Benefit from Ethernet Fabrics IntroductionThe AI data center market is at an inflection point. Hyperscalers and large enterprises are scaling massively to support AI workloads. Still, as they build towards a world of multiple GPUs/XPUs per supplier and numerous suppliers, they realize that they… Read More »Networking is the Key to Unlocking GPU/XPU Diversity
IntroductionThe AI expansion phase is in full swing, with companies pouring hundreds of billions into GPU clusters. While the spotlight stays on compute, many business models are forming in the network layer from fully integrated and pre-validated designs, to best-of-breed DIY, to everything in between. As AI models explode in… Read More »The Hidden Economics of AI Infrastructure: Why Network Disaggregation Matters More Than Ever