DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Business Operations, 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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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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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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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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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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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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Marvell boosts custom silicon push with AMD engineering lead hire
Engineering lead behind AMD EPYC efforts joins custom XPU team
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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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Lumen splashes $475m on Alkira to become the one network to rule them all
Cash-flush firm sees software vendor key to stitching together its north-south and east-west ambitions
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Everpure, formerly Pure Storage, now 70% more expensive amid memory crunch
CEO defends delicate pricing moment for Everpure and promises it's not profiteering
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Nokia goes all-in on optics as Infinera bet sparks 20% revenue surge
Vendor ramping up factory capacity to feed soaring optical demand
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Cisco alum joins Finchetto to drive optical switching for AI
Former Cisco VP and Saisei Networks founder backs British startup’s bid to shake up the switch market
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FCC bans all foreign-produced routers over "unacceptable risks to national security"
Imports of consumer-grade foreign-made routers subject to Covered List over cybersecurity and supply chain vulnerabilities
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Europe’s digital sovereignty dead on arrival without regulatory overhaul, telecom CEOs warn
From ‘hedgehog day’ to digital decline, Eutelsat, Deutsche Telekom, and Telefónica CEOs slam EU’s regulatory malaise
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Nvidia pumps $2bn into optical developer Lumentum
Agreement bolsters R&D and manufacturing efforts while securing Nvidia's future access rights to critical laser components
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AI's appetite for copper poses a 'systemic risk' to data center buildout
First memory chips. Then lasers. Now, copper looks to be the next commodity to pose ‘systemic risk’ to the digital infrastructure space
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GlobalFoundries expands silicon photonic production with AMF acquisition
Singaporean firm builds photonic hardware for use in telecoms and networks
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EU officials exploring potential Huawei, ZTE network ban - report
Member states could face fines if they fail to strip out ‘high-risk vendor’ equipment
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Pure DC CEO: UK's high power prices will deter hyperscalers
Energy costs make large-scale AI data centers untenable without government support, executive says
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Ciena to buy optical tech firm Nubis in $270m AI data center push
Deal will add high-speed interconnect technology to support next-gen AI workloads
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Nvidia hires staff from networking firm Enfabrica, and signs tech license in $900m deal - report
Apparently secures Nvidia licenses for GPU interconnect solutions
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Crusoe acquires Israeli GPU optimizer Atero to boost AI workloads
Founded in 2024, Atero specializes in boosting GPU utilization for AI applications and will become Crusoe's gateway to Middle East talent and customers
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Cologix raises $525m in asset-backed financing to fuel hyperscale Edge buildout
Latest ABS raise to support Scalelogix platform scale out