DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Networking, Charlotte Trueman, DatacenterDynamics
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Lithography firm Morphotonics targets data center optical component market after raising €40m
Company’s technology currently used to manufacture displays for AR glasses
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GlobalFoundries and Marvell sign multi-year development agreement for optical technologies
Partners will increase silicon germanium capacity at GF’s Burlington, Vermont, facility
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Lightmatter launches 19-company strong initiative to standardize silicon photonics-ready infrastructure
Company has also published a 300-page whitepaper to support the project
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Lightmatter unveils Guide DR laser NIC to support CPO scale-up
The liquid-cooled LNIC has been designed to support high-bandwidth optical interconnects
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Marvell acquires silicon photonics device startup Polariton Technologies to advance optical scaling
Financial terms of the deal have not been disclosed
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Chip startup d-Matrix acquires SuperNODE and FabreX from GigaIO
Deal will also see rack-scale engineers move over to d-Matrix
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Intel unveils Intel Xeon 6+ CPUs, targeting telecom, cloud, and Edge AI workloads
Each CPU contains up to 288 Efficiency-cores
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Nvidia invests $2bn in optics solutions supplier Coherent
Second such agreement signed by the chip giant this week
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RISC-V chipmaker SiFive to integrate Nvidia NVLink Fusion into its future chip designs
First RISC-V company to partner with Nvidia on the interconnect technology
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IBM partners with Cisco for development of distributed quantum network
Proof-of-concept expected to be delivered by 2030
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Ultra Ethernet Consortium launches 1.0 specification
Delivers a scalable solution across all layers of the networking stack
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Broadcom unveils Tomahawk 6 networking chip for large AI clusters
Offers 102.4Tbps of switching capacity in a single chip
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Intel considering sale of its Networking and Edge Group – report
Segment no longer aligns with new CEO’s strategy
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Nvidia launches NVLink Fusion to connect custom CPUs and ASICs with Nvidia hardware
Fujitsu and Qualcomm will be first companies to integrate NVLink Fusion into their chips
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More than 60% of Russia-based piracy sites rely on same CDN – report
Volumes of pirated content continue to grow
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CSignum raises £6m for underwater networking technology
Investment will allow company to grow its EM-2 product portfolio
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UALink Consortium releases 200G 1.0 specification for AI accelerator interconnects
Group working to establish an open industry standard for AI interconnect solutions
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nEye Systems raises $58m for optical switch technology
Startup has raised $72.5m since founding in 2020
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Cerebras and Ranovus receive $45m DARPA contract to “solve” compute bottleneck
Project will see Ranovus’ optical interconnects integrated with Cerebras wafer-sized chips
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Salience Labs raises $30m for AI data center optical switch
Company has also appointed new CFO and board member
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Alibaba, Apple, and Synopsys become latest members of UALink Consortium
Consortium now has more than 65 members
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Lightmatter turns to GlobalFoundries to bring photonics interconnect to market in 2025
The photonics computing company is working with GlobalFoundries, ASE, and Amkor on the production of its hardware offering
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IonQ acquires quantum networking startup Qubitekk
Terms of the deal were not disclosed
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xAI to double Colossus compute capacity, reveals cluster uses Nvidia Spectrum-X ethernet
“Soon to become a 200k H100/H200 training cluster in a single building,” Musk said
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Celestial AI acquires Rockley Photonics patent portfolio for $20m
Brings Celestial’s IP portfolio to more than 200 patents globally
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Kioxia launches new prototype broadband SSD with optical interface to improve data center energy efficiency
Will increase distance between compute and storage devices without compromising quality or efficiency
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Microsoft to deploy Lumen Private Connectivity Fabric, telco to move to Azure
In network infrastructure and cloud migration project partnership
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Arrcus raises $30m in funding round, featuring participation from Nvidia
Investment boosts collaboration between the two companies