Flex (NASDAQ: FLEX) said this week it has reached a definitive agreement to buy EPC Power for $4.4 billion, folding in differentiated power-conversion and grid-forming technology built for the next generation of 800V data center power architectures. Flex expects the deal to close in the fourth quarter of calendar 2026,… Read More »Flex Acquires EPC Power: A $4.4B Bet on 800V AI Data Center Power
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
by Chris DePuy / August 30, 2026 On August 11, 2026, xAI introduced Grok Bot, an early-beta product it frames as a roster of always-on AI agents that each run on a cloud computer of their own, sign into the customer’s existing tools, and carry multi-step jobs through to completion… Read More »Grok Bot: Always-On Agent Compute and the Infrastructure It Demands
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 the 800G market… Read More »Ethernet Switching is the Heart of AI Factories
While MediaTek expressed that Data Center is its highest priority and that by the end of 2027, the company’s revenue mix will look very different, it has numerous other opportunities. We highlight that the company has evolved from being a mobile SOC supplier to now an ecosystem-based semiconductor leader with… Read More »MediaTek 2026 Analyst Day – Data Center is the Priority
Faster XPU/GPU Cycles Require a Wider Range of Networking Products at a Faster Cadence Introduction: The Surging AI Networking OpportunityThe AI data center networking market stands at an inflection point. This market is expanding toward $200B in the coming years, with Ethernet positioned to claim the largest share of this… Read More »Networking, Power Efficiency, and Flexible Architectures Drive Lower Costs In AI Data Center Networks
New Business Models Emerge IntroductionThe data center networking landscape is more important than ever, propelled by the growth of AI and the formation of new sovereign/Neoclouds. Rack-scale is the new unit of compute, and that is driving scale-out, scale-up, and scale-across as the next areas of growth in the market.… Read More »Navigating the Explosion in Data Center Networking Demand
The Booming Data Center Networking Market: Massive Opportunities for Incumbents and Startups IntroductionAs we kick off 2026, the data center networking landscape is more important than ever, propelled by AI and new sovereign/Neoclouds forming. Rack-scale is the new unit of compute and that is driving scale-out and scale-up as the… Read More »Navigating the Explosion in Data Center Networking Demand
New FABs Were Needed to Keep Pace with the AI Boom TSMC’s Arizona expansion is gaining momentum, with recent reports indicating a significant ramp-up tied to evolving U.S.-Taiwan trade discussions. The chip giant has already brought its first fab online in late 2024, with a second facility accelerated for 3nm… Read More »Taiwan Trade Deal Featuring More TSMC Chip Plants in the US is a Big Deal
Alan Weckel had a great conversation with Sandeep Bharathi, President of the Data Center Group at Marvell, during their Industry Analyst Day. Sandeep provides an in-depth perspective on what Marvell has been up to in custom silicon, along with the momentum they see on XPU attach to alleviate bottlenecks in… Read More »Video Interview: Marvell’s Sandeep Bharathi Speaks with 650 Group
