AI Infrastructure
Articles (5)
d-Matrix Acquires GigaIO's Data Center Business, Betting That Inference Is a Systems Problem
d-Matrix acquired GigaIO's data center business, gaining FabreX PCIe memory fabric and SuperNODE rack-scale technology to build a vertically integrated AI inference platform around its Corsair accelerator.
Samsung Bets Vertical Integration Can Close TSMC's Silicon Photonics Lead
Samsung launched a silicon photonics foundry platform at OFC 2026, targeting 2028 PIC mass production and 2029 CPO services, pitching vertical integration of HBM, logic, packaging, and photonics against TSMC's production lead
DOE Drops $293M in Genesis Mission Funding - And the Real Test Begins
The first competitive funding call under the Genesis Mission signals a shift from presidential ambition to operational reality. But questions about new money, missing partners, and timeline pressure linger.
The shadow TOP500: private AI superclusters are redefining supercomputing
xAI's Cortex 2, Meta's mega-clusters, and the $100B NVIDIA-OpenAI deal represent computing installations that dwarf anything on the official rankings. The supercomputing world hasn't reckoned with what that means.
NVIDIA's Vera Rubin Is a Capex Grenade - and Every Hyperscaler's 2027 Budget Knows It
The Blackwell-to-Rubin transition is a forcing function for the entire data center industry.