DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - IT Hardware & Semiconductors
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Nvidia opens up Vera Rubin rack and tray designs to OCP
MGX 1.2 spec doubles down on liquid cooling
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Nvidia gears up to smash CPU hegemony as Vera starts shipping
Dedicated ‘discrete’ processor platform segregates agentic workloads from NVL72 to boost performance
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Supermicro contractor Ting-Wei “Willy” Sun pleads guilty to four counts associated with Nvidia chip smuggling charges
Charges include conspiracies to violate export controls, smuggle goods, defraud the US, and obstruct justice
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AMD unveils Helion rack to support agentic AI workloads
Company says rack is customizable, with CPU-only version available
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Photonic quantum startup Quanfluence raises $10m for full-stack architecture development
Bengaluru-based company is designing and developing its own photonic quantum hardware
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Oratomic raises $775m for development of fault-tolerant quantum computer
Pasadena-based startup emerged from stealth in March 2026
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Report: Nvidia plans to invest in inference chip startup d-Matrix
Follows reports that company was seeking to raise additional funds, targeting $5bn valuation
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GlobalFoundries signs $2bn, five-year deal with TSMC for production of advanced packaging components
GF’s Malta, NY, fab will become first US source for supply of silicon interposers
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Oracle, Broadcom, and SpaceX looking to secure ten of billions in financing to support AI compute purchases – report
Broadcom is seeking $50bn, while SpaceX is looking to secure $40bn
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Wolfspeed receives $1.5bn conditional loan commitment from US gov’t to boost domestic SiC and GaN production
Financing will also help advance a number of DoD initiatives
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HPE launches four new AMD-powered servers as part of its ProLiant Gen13 portfolio
Will expand compute, memory, and I/O capabilities across a number of different workloads
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Intel and Applied Materials to collaborate on chip manufacturing advancements
Work will take place at the companies' respective R&D facilities
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Japanese chipmaker Rapidus to establish CORE initiative to support semiconductor design and manufacturing
First phase will see launch of Design Solution Associates project
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Germany’s Karlsruhe Institute of Technology unveils 33 petaflops HoreKa 2 supercomputer
Hybrid system powered by AMD Turin CPUs and Nvidia GB200 GPUs
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Qualcomm and Huawei sign multi-year patent license agreement spanning 5G, compute, AI, and networking technologies
Financial terms of the agreement have not been disclosed
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Elon Musk confirms TeraFab discussions between SpaceX and TSMC, says SpaceXAI will be renamed SpaceXSI
Follows reports that TSMC is mulling over plans for a chip manufacturing hub in Texas
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General Compute signs multi-year agreement with Cerebras
Will see Cerebras' wafer-scale compute coming to the AI cloud platform
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NetworkOcean runs GPU on floating data center powered by solar panels in San Francisco Bay
Startup has pivoted away from underwater data centers to harness the power of the sun
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Synopsys and Amazon sign $1bn multi-year IP agreement for custom chip development
Amazon now serving as lead customer for Synopsys’ expanded silicon IP business
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Custom chip firm Semifive signs $52m deal with unnamed US AI company
Accelerator will be targeted at hyperscalers and CSPs once production begins in 2028
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Optical interconnect startup CScale emerges from stealth following investment from Nvidia and Intel
Californian startup raised $145m in Series C funding round
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CoreWeave makes Nvidia Vera Rubin NVL72 available, Cognition is early customer
Neocloud also to offer Vera CPU alone, and announces customer contract
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Gimlet Cloud partners with Cerebras to deploy 100MW of wafer-scale compute
AI cloud startup recently secured $300 million in Series B funding round
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EU Chips Joint Undertaking puts out two calls for AI hardware development projects
Calls have a combined budget of €80 million
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Lenovo and MemryX partner for Edge AI deployment in Saudi Arabia
The companies already operate the platform across two deployments in the Kingdom
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SiMa.ai raises $150m at $1.45bn valuation for development of physical AI hardware
Investors include Dell Technologies, J.P. Morgan, and the State of Michigan
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AMD acquires AI research firm World Labs in all-stock deal worth $8.2bn
World Labs’ CEO will join chip giant as EVP and chief scientist
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IBM deploys z17 mainframe at Marist University to support AI research projects
Students can use the z17 to develop and test AI applications