AMD’s networking chief: Never bet against Ethernet
sdxcentral.com — Four decades in networking taught Soni Jiandani to back Ethernet, not on any single company owning the stack
Infrastructure & Hardware
Infrastructure and hardware comprise the physical compute systems, specialized chips, and data center components that power artificial intelligence workloads. Truncated covers chip architectures, supply chains, energy requirements, and the hardware deployments that enable large scale computing.
Nvidia China clients to get 1% of $70 bln RTX chips ordered- Bloomberg By Investing.com
Investing.com — Nvidia China clients to get 1% of $70 bln RTX chips ordered- Bloomberg
Equinix gains as record bookings bolster AI data centre growth outlook By Investing.com
Investing.com — Equinix gains as record bookings bolster AI data centre growth outlook
Data centers are turning to old jet engines as the wait for power grows
TechCrunch — The years-long wait for access to the grid and new turbines is causing data center builders to turn to an unusual, less efficient and less environmentally friendly solution: once-discarded jet engines.
FlyDSL Mono Kernels for High-Interactivity LLM Serving in ATOM
ROCm Blogs — FlyDSL mono kernels cut decode latency in ATOM, with MiniMax-M3 and DeepSeek-V4.1 results.
F3 Lightning: How Meta Accelerates Ads ML Features to Production at Scale
Engineering at Meta — Facebook Feature Framework (F3) is Meta’s framework for authoring, compiling, and serving the machine learning features underlying ads ranking models, where a single request can require more …
The AI boom is turning fiber-optic cables into hot commodities
Business Insider — AI's growth demands denser optical networks. This increases the need for more fiber across data centers.
"Used 5% of the time": AI already made your RAM pricier, and now OpenAI's Sam Altman says it's wasted in your Windows PC
Windows Latest — Sam Altman says PC RAM is better used in AI data centers, while Satya Nadella wants unmetered intelligence running locally on Windows PCs.
New communication and memory tools reduce AI data traffic and response delays
Tech Xplore — Researchers have developed technologies that reduce communication overhead by transmitting only the data needed for artificial intelligence (AI) analysis and shorten the time users must wait for a response when returning to an AI application after using other apps on a smartphone.
Yucca Growth Infrastructure Waives Deadline for Oracle’s New Mexico Air Permit
AMD CEO: We’re helping customers get data center infrastructure
The Stack — Lisa Su: "We are selectively investing with our lead partners where we see it's helpful"
IBM CEO: rationing AI is a slow way to lose
Fortune — Running AI now costs more than training it.
What It Took to Build Wafer-Scale, and Why It Lasts
cerebras.ai — Learn how Cerebras solved wafer-scale computing’s toughest engineering challenges and why its AI systems are built for long-term reliability.
Lambda to develop four-building data center campus in Lowndes County, Alabama
datacenterdynamics.com — Company says it will invest $33.1bn in the state
NVIDIA DLSS 5 Gives Astral Chain's Native PC Port Richer Textures and Moodier Lighting, as PlatinumGames' Switch Exclusive Starts Looking Like a Remaster
Wccftech — Astral Chain's unofficial native PC port reaches remaster territory thanks to NVIDIA DLSS 5 neural rendering tests
AMD FSR 4.1.2 brings machine learning upscaling to Xbox Series X and S consoles
Renewable Innovations joins US DOE lab project on fuel cell power for AI data centers
datacenterdynamics.com — Will include a field demonstration at the Sky Data Centers site in Santa Rosa, California
Big Tech’s big AI buildout will not end until someone stops it
The Verge — Amazon, Microsoft, Alphabet, and Meta are on the hook with their data center plans.
What 500 leaders from AI-native companies told us about infrastructure
nscale.com — New Nscale research of 500 U.S. AI-native leaders reveals how infrastructure choices shape product velocity, engineering capacity, and compliance.
AI memory boom claims another victim as major Nintendo Switch cartridge chip supplier exits ROM business
TechSpot — MST Financial analyst David Gibson posted about the change on X after digging through the company's latest quarterly report. Macronix won't develop any new ROM products from...
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