networking
30 articles about networking in AI news
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.
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.
NVIDIA Vera Rubin NVL72 Cuts Agentic AI Cost 10x vs Blackwell
NVIDIA Vera Rubin NVL72 cuts agentic AI inference cost 10x vs Blackwell, per Huang at Dell event. 5,000 enterprises already on Dell factories.
CoreWeave, Nebius Earnings Show AI Race Shifts From GPUs to Power
CoreWeave and Nebius Q1 earnings show AI infrastructure race shifting from GPU supply to power and scale, with combined capex guidance exceeding $55B.
B200 PD Disaggregation Boosts Token Throughput 7x, Slashes Cost
B200 clusters with PD disaggregation over RoCEv2 Ethernet achieve 7x token throughput, cutting cost per million tokens 7x.
Billionaire Sues Tiny Michigan Township to Force OpenAI Data Center Through
Billionaire Steven Roth's Related Digital sued Saline Township, Michigan, after it rejected a 21M sq ft OpenAI data center, forcing approval via 'exclusionary zoning' claim.
Coherent Q3 FY 2026: AI Optical Revenue Hits $1.2B as Data Center Buildout
Coherent Q3 AI optical revenue hit $1.2B, up 45% YoY, as 800G transceiver demand from hyperscalers drives growth. Total revenue $1.6B.
CNAS Report: AI Hits Silicon Wall as Chip Supply Trails $700B CapEx
CNAS report warns semiconductor manufacturing cannot keep pace with AI demand as hyperscalers plan $700B+ CapEx in 2026. Silicon replaces power as the near-term constraint.
AMD Launches PCIe GPU for AI Workloads, Targets Existing Server Install Base
AMD launched a PCIe-based GPU for AI workloads, targeting existing servers. The card provides immediate boost without new data center buildouts.
Nvidia Partners Corning for US Fiber Manufacturing, Prepaying Billions
Nvidia partners Corning for US fiber manufacturing with multibillion-dollar prepayments, increasing domestic capacity by 50%+ for AI GPU cluster interconnects.
Nvidia Ships AI Factory Blueprints: 4-Node to 128-Cluster Specs
Nvidia published three validated AI data center blueprints — RTX PRO, HGX, NVL72 — spanning 4-node to 128-node clusters, targeting agentic AI and trillion-parameter models.
NVIDIA Open-Sources MRC, the RDMA Protocol Powering OpenAI's Blackwell Clusters
NVIDIA open-sourced MRC, a multi-path RDMA protocol used by OpenAI on Blackwell clusters, enabling microsecond rerouting across 64 paths.
NVIDIA Vera Rubin VR NVL72: Value Extraction Engine Arrives
NVIDIA's Vera Rubin VR NVL72 shifts from value vendor to value extractor, targeting TCO. SemiAnalysis argues this overturns prior pricing paradigm.
AI Data Centers Face 220GW Grid Jam, Power Infrastructure Becomes Bottleneck
PJM's 220GW interconnection queue shows AI data center growth is now constrained by power grid capacity, not compute. Hyperscalers face 3-7 year delays.
Nvidia Invests $2B in Marvell to Deepen NVLink Fusion Tie-Up
Nvidia invested $2B in Marvell to deepen NVLink Fusion partnership, integrating Marvell custom silicon into AI interconnect fabric.
CPU Demand Flipping the AI Narrative as Datacenter Growth Shifts
A new analysis from SemiAnalysis indicates CPU demand is rising in AI datacenters, reversing a narrative of GPU-only dominance. This shift signals changing workload patterns and infrastructure priorities.
JPMorgan: Agentic AI Could Flip Server Ratio to CPU-Heavy
JPMorgan reports that agentic AI workloads could increase CPU demand, potentially flipping the GPU-to-CPU ratio from 7-8 GPUs per CPU to CPU-heavy deployments, with a $100B TAM for AI CPU infrastructure.
Google Virgo Fabric: 100K-Accelerator AI Network Cuts Latency
Google unveiled Virgo, a data center fabric for AI clusters of 100,000+ accelerators, using a flatter two-layer topology to reduce latency and improve bisection bandwidth for synchronized training workloads.
Utah Hyperscale Data Center to Exceed State Power Use
A hyperscale data center in Box Elder County, Utah, developed by Kevin O'Leary's O'Leary Digital, is set to generate and consume more power than the state itself, moving toward final approval.
Nvidia Invests $2B in Marvell for NVLink Fusion Interconnect
Nvidia is investing $2 billion in Marvell Technology to deepen their partnership on NVLink Fusion, a new interconnect architecture for scaling AI clusters beyond current limits.
Oracle Nabs $16B for Michigan AI Data Center, Rivaling Google Cloud
Oracle has secured $16 billion in funding for a massive AI data center in rural Michigan, a move that pits it directly against Google Cloud and other hyperscalers in the race to build AI infrastructure.
Nvidia B200 Costs $6,400 to Produce, Gross Margin Hits 82%
Epoch AI estimates Nvidia's B200 GPU costs $5,700–$7,300 to produce, with HBM memory and advanced packaging accounting for two-thirds of the cost. At a $30k–$40k sale price, chip-level gross margins reach ~82%, though rack-scale margins may be lower.
OpenAI's 'Freebird' Data Center in Texas to Span 549K Sq Ft, Cost $470M
OpenAI is building a massive 548,950-square-foot data center in Milam, Texas, named 'Freebird,' with a first-phase cost of around $470 million. This infrastructure investment is critical for scaling next-generation AI model training and inference.
Microsoft, Google Shift to Range-Based AI Capacity Planning at DC World 2026
At Data Center World 2026, Microsoft and Google revealed they've shifted from point forecasts to range-based planning for AI workloads, with weekly reviews and modular infrastructure to absorb demand volatility.