DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Ben Wodecki, SDxCentral
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Pat Gelsinger-backed optical startup raises $27.5m to scale VCSELs for AI links
PicoJool eyes staff growth and low-power micro laser modules
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SoftBank presses on with blimp-based base station plans
Laser-tracking tests showcase possibilities for quite literal cloud connectivity
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Ciena launches VC fund to back next-gen networking startups
$200 million tranche optical interconnect startup
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Nvidia’s Groq deal facing DOJ probe amid regulator scrutiny into acqui-hires: report
Justice Department investigation joins FTC inquiry into potential de facto big tech mergers
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Huawei bets big on near-packaged optics with 7.2T module to fuel AI scaling
Vendor champions open NPO play over CPO for AI networks
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GSMA urges regulators to back upper 6GHz spectrum for next-gen networks
With more than 60 operators and equipment vendors united, trade body presses for prioritization for wide-scale deployments
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HPE caps stellar Q3 with Oracle ‘gigawatt scale’ networking deal
Hyperscaler and long-time Juniper user keeps faith, but backlog headaches linger on
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Optics startup Quintessent secures $40m to revolutionize interconnects for AI
Ciena among backers of DWDM link player using gallium arsenide over supply-chain-constrained indium phosphide
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Nvidia’s ultra-low-latency AI inference LPX racks hit full production
Neocloud Nebius among early adopters of platform promising 4x faster responsiveness for AI agents
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Could a tiny ‘rainbow’ chip be the key to faster 6G communications?
Scientists develop rice-sized chip for next-gen millimeter-wave connectivity
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Nokia to shutter Hangzhou R&D site as its long-awaited Chinese job cuts begin
Vendor's Chinese market share has fallen to just three percent
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Gramercy Networks unveils plans for low latency global financial backbone
Vendor targets trading firms with unified high-speed connectivity linking financial centers across three continents
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Arista smashes revenue records with $3bn+; CEO bullish on supply chain overhaul
Multi-year purchase commitments triple as Arista tightens supply to push further into non-Nvidia accelerator networking
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Deutsche Telekom trials drone-mounted base stations to complement future networks
UAVs alternating paths provided 100Mbps connectivity during trials in Czechia
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Zayo enlists Nvidia to help build dedicated ‘AI corridors’ across the US
Fiber expansion project to connect high-demand markets and emerging data center hubs
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Nvidia debuts Spectrum-6 switches to power next-gen AI networking
Microsoft and SpaceXAI join neoclouds among early users
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Huawei, China Unicom launch ‘world’s largest’ 5G-A network in Beijing
More than 10,000 base stations powering ‘seamless’ uplink for AI smart glasses workloads
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Microsoft taps 3M’s expanded beam tech to streamline AI infrastructure connectivity
Partnership to reduce data center deployment times… and dust
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Nokia hopes operators are ready to embrace the AI-RAN hype cycle
Nvidia compute powers Nokia’s RAN push to unlock 'hidden capacity'
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Ericsson sales drop again as component costs and network ‘pressure’ bite
Departing CEO Börje Ekholm warns rising component costs could see the vendor ‘pursue internal measures’ after laying off 1,600 staff
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Cisco hits hole-in-one to secure network infrastructure nod for The Open
Network giant to bring AI-ready network to golf’s oldest tournament
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Meta rebuilds its AI storage stack from the ground up to stop GPUs sitting idle
An inside look at how the wannabe cloud provider cuts data wait times by up to 97 percent
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DriveNets unveils high-capacity AI fabric platforms to connect thousands of XPUs
Broadcom silicon powers 1.6T offering aiming to reduce network latency for AI workloads
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Marvell boosts custom silicon push with AMD engineering lead hire
Engineering lead behind AMD EPYC efforts joins custom XPU team
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Equinix officially retires bare metal offering
The short-lived rise and fall of Equinix Metal
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Nvidia backs AI networking switch silicon startup Upscale in $190m raise
Upscale founding reaches $2 billion following Series A-1 extension
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Nokia to scale optics manufacturing in with $30m expansion in Pennsylvania
Workforce in Allentown set to double as optics continues to be key growth driver
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Arista Networks joins the 1.6T race with AI-centric switch platform
7060XE7 line taps Broadcom’s Tomahawk 6 while AMD enlisted for use in scale-out AI fabric designs