networking
30 articles about networking in AI news
Upscale AI Raises $500M for AI-Native Networking Silicon
Upscale AI raised $500M for AI networking silicon, with Google Cloud as a strategic partner. The deal targets GPU cluster interconnect bottlenecks.
Upscale AI Raises $190M for AI Networking Infrastructure
Upscale AI raised $190M to expand AI networking infrastructure, addressing the bottleneck of 100K+ GPU clusters.
Nvidia Networking Revenue Hits $14.8B, Up 199% as AI Spending Shifts Beyond GPUs
Nvidia's Q1 FY2027 networking revenue surged 199% to $14.8B, signaling AI infrastructure spending is moving beyond GPUs into full-system networking. New reporting splits into Hyperscale and ACIE segments reflect a broadening customer base beyond hyperscalers.
OpenAI Open-Sources Datacenter Networking Tech
OpenAI open-sourced its datacenter networking tech (Tectonic filesystem, custom stack) to challenge Google Cloud's proprietary AI infrastructure and set an open standard.
Cisco Reveals Scale-Across GPU Networking Needs 14x DCI Bandwidth
Cisco's chief architect detailed the massive bandwidth requirements for connecting AI clusters via 'scale-across' GPU networking, which needs 14x the capacity of traditional data center interconnects. This shift is creating a multi-billion dollar market for 800G coherent pluggables and deep-buffered switches.
OCP Standardizes Data Center Design for Multi-Modal QPU Integration
OCP published data center standards for QPU integration, aiming to standardize quantum-classical hybrid infrastructure. The standard covers rack, power, cooling, and networking.
AWS Beats Cloud Rivals to NVIDIA Blackwell with EC2 G7 — 4.6x AI Inference Gain Over G6
AWS launched EC2 G7 instances on June 19, 2026, becoming the first major cloud to offer NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs. The instances claim 4.6x AI inference performance over G6, backed by 700 Gbps EFA networking and 32 GB GDDR7 per GPU. The move arrives the same week AWS confirme
OpenAI's MRC Protocol Sprays Packets Across 100+ Paths to Fix GPU Stragglers
OpenAI open-sourced MRC, a networking protocol that sprays packets across hundreds of paths to reduce GPU idle time from congestion and failures, contributed to OCP.
Google's Virgo Network Links 134,000 TPU v8 Chips with 47 Pbps Fabric
Google unveiled its Virgo networking stack for TPU v8, capable of linking 134,000 chips in a single fabric with 47 petabits/sec of bi-sectional bandwidth. This represents a massive scale-up in interconnect technology for large-scale AI model training.
Arista Doubles 2026 AI Revenue Target to $3B+ on Open Ethernet
Arista Networks doubled its 2026 AI networking revenue target to over $3 billion, citing expanded roles for open Ethernet in AI data centers. This signals a major shift toward disaggregated, standards-based networking for AI clusters.
IOWN Forum Pushes All-Photonic WAN for AI Neocloud Interconnects
The IOWN Global Forum is focusing its optical networking tech on datacenter interconnects, aiming to let GPU 'neoclouds' and financial firms use cheaper, remote facilities without latency penalties for AI workloads.
Broadcom to Manufacture Google TPU Chips in Foundry Partnership
Google has licensed its Tensor Processing Unit (TPU) intellectual property to Broadcom for chip fabrication. This allows Google to earn from its IP while Broadcom manages the complex hardware build and networking integration.
Scale-Across: Cloud Giants Link Datacenters for Million-Accelerator AI Clusters
Cloud providers are linking multiple datacenters for million-accelerator AI clusters, a new 'scale-across' paradigm.
Cargo thieves steal $1.3M in AI data center gear
Cargo thieves stole $1.3M in AI data center gear, targeting GPU shipments. Thefts expose supply chain vulnerability as AI hardware demand surges.
Vercel Services Cuts Multi-Framework Deploy Time 60%
Vercel Services unifies multi-framework projects (FastAPI, Next.js, Flask, Go) into one Vercel Project with atomic deployments, internal service bindings, and zero-config auto-detection.
Qualcomm Taps TSMC for 3nm/2nm Dragonfly C100 CPUs, AI300 Accelerators
TSMC to fab Qualcomm's Dragonfly C100 and AI300 chips on 3nm/2nm nodes. The move challenges NVIDIA in data center AI, but timelines and performance remain undisclosed.
OpenAI, Broadcom Unveil Jalapeño ASIC for LLM Inference
OpenAI and Broadcom unveiled Jalapeño, a custom ASIC for LLM inference, targeting volume deployment by late 2026. No performance metrics were disclosed.
VIAVI Ships First Ultra Ethernet Validation Tool for AI Data Centers
VIAVI launched the first Ultra Ethernet validation tool for AI data centers, supporting 800GE/1.6TE links. The tool enables certification of low-latency, lossless transport critical for distributed AI training.
WSL 3 Preview: Cut Claude Code's Local Inference Latency on Windows
WSL 3 preview delivers near-native GPU/NPU for Claude Code + Ollama on Copilot+ laptops, but WSL 2 still handles NVIDIA CUDA fine for desktop users.
JUPITER Exascale Maps Brain at Cellular Scale on 4,096 Grace Hopper Nodes
JUPITER, Europe's first exascale supercomputer, trained CytoNet brain model on 6.5 PB in 5 days and runs climate, 6G, and quantum simulations.
Nvidia Rubin Runs 45°C Liquid Cooling, Cuts Water Use to Near Zero
Nvidia's Rubin servers run 45°C liquid cooling, enabling 100% liquid cooling with zero fans and cutting water use from 2.6M gal/MW/year to near zero.
TSMC Cuts 28nm Output 25%+ as Advanced Node Push Accelerates
TSMC cut 28nm output over 25% since early 2026, reallocating to advanced nodes as AI demand surges. Mature node revenue share likely to shrink further.
Beijing Forges State-Directed Space AI Data Center, Beating Musk's AI1 by a Week
China approved a state-directed space AI data center initiative in early June, a week before Musk's AI1 reveal. The center forces chip, satellite, and AI companies to collaborate on grid-free orbiting compute.
China Opens Two Rival Space-AI Compute Hubs Days Before SpaceX's AI1 Reveal
Beijing approved a BUPT-led Space Computing Industry Innovation Center on June 1 and a separate E-Town Space Intelligent Computing Research Institute in late May, both targeting radiation-hardened AI chips and orbital inference — coordinated moves that preceded SpaceX's AI1 satellite unveiling on Ju
Nvidia Commits $6.5B to Photonics in Supply Chain Bet on AI's Next Bottleneck
Nvidia has invested over $6.5 billion across four photonics suppliers since March 2026, pairing equity stakes with multi-billion-dollar purchase commitments. The deals coincide with capacity expansion announcements from Coherent, Nokia, and Japan's JX Advanced Metals, and signal that optical interco
Amazon Opens Trainium Chips to Outside Data Centers, Targeting Nvidia's Core Business
AWS AI chief Peter DeSantis confirmed Amazon is negotiating to sell Trainium chips externally for the first time, backed by Andy Jassy's estimate of a $50B annual revenue potential. With Trainium3 sold out, Trainium4 pre-booked, and Anthropic and OpenAI already running gigawatts of Trainium capacity
Vultr Picks HPE, Nvidia GB300 for Inference Shift at HPE Discover 2026
Vultr selects HPE and Nvidia GB300 systems for inference, as enterprise demand shifts from training to production workloads.
Intel Omni-Path Resurfaces as InfiniBand Rival for DoE Supercomputers
Intel's Omni-Path interconnect, revived by Cornelis Networks, will connect DoE supercomputers at 400Gbps as an InfiniBand alternative.
NVIDIA Blackwell Sweeps MLPerf Training 6.0, GB300 Hits 1.6x Speedup
NVIDIA Blackwell swept MLPerf Training 6.0 across all seven benchmarks. GB300 NVL72 delivered 1.6x speedup over GB200 NVL72 using NVFP4 and 8,192 GPUs.
OpenAI Eyes 10GW Ohio Data Center with Nvidia Backing
OpenAI is negotiating a 10GW Ohio data center with Nvidia backing, potentially costing $500B on federal land.