➀ La Luce Cristallina developed 200-mm BaTiO₃ wafers to overcome silicon-photonics limitations, offering higher durability and foundry compatibility than lithium niobate.
➁ Its technology addresses datacom/data center demands for low-power optical interconnects and supports AI, quantum computing, and defense applications.
➂ The company differentiates through cost-effective scaled production and a U.S.-based supply chain to mitigate risks from geopolitical tensions.
➀ Michelle Johnston Holhaus, the former interim co-CEO and current CEO of Intel Products, is set to leave the company after 30 years of service. This departure is part of a series of key leadership changes at Intel.
➁ Kevork Kechichian, a 30-year industry veteran, has been appointed as the executive vice president and general manager of Intel's Data Center Group (DCG).
➂ Jim Johnson has been officially appointed as the senior vice president and general manager of Intel's Client Computing Group (CCG), after serving as interim leader.
➀ OpenAI plans to deploy 29 GE gas turbines (34MW each) at its Texas Stargate data center, aiming to resolve power grid limitations for AI infrastructure;
➁ The turbines' 986MW total output could support ~500,000 AI chips, though only 10 units are currently permitted;
➂ Tech giants like Microsoft and Google explore nuclear SMRs, but gas remains the interim solution amid AI's surging energy demands.
➀ Kioxia has announced the expansion of its LC9 series with the industry's first 245.76TB NVMe SSD available in both 2.5-inch and E3.L designs.
➁ The new SSD is designed for generative AI storage needs, requiring large capacity, high speed, and exceptional power efficiency.
➂ The LC9 features a PCI Express 5.0 x4 interface and a 32-die stack of 2 terabit (Tb) BiCS Flash quad-level cell (QLC) 3D flash memory, offering up to 12,000MB/s of sequential read performance and 3,000MB/s for sequential writes.
➀ Meta accelerates AI infrastructure with 'tented' data centers to reduce costs and deployment time, aiming for gigawatt-scale clusters like Prometheus (1GW) and Hyperion (5GW);
➁ Plans include eliminating backup power redundancy and leveraging on-site natural gas plants, despite risks of extreme weather;
➂ Zuckerberg positions Meta as a future AI compute leader, potentially pivoting to infrastructure services amid competition from NVIDIA and xAI.
➀ PCI-SIG finalized PCIe 7.0 spec with 128 GT/s per lane, doubling PCIe 6.0 speeds and enabling up to 512GB/s bidirectional bandwidth for data centers.
➁ PCIe 8.0 pathfinding began, targeting 1TB/s bidirectional bandwidth by 2030 through potential 256 GT/s per lane, though optical interconnects remain uncertain.
➂ PCIe 6.0 compliance tests delayed to 2025, while PCIe 7.0 devices are expected to launch between 2028–2029 after rigorous signal integrity challenges at 32 GHz frequencies.
➀ Qualcomm acquires Alphawave Semi for $2.4B to enhance data center and AI chip capabilities;
➁ Alphawave's high-speed connectivity tech will complement Qualcomm's Oryon CPU and Hexagon NPU cores;
➂ The deal signals Qualcomm's intensified competition with Intel, AMD, and Nvidia in server processor markets.
➀ Researchers at the University of Tartu repurposed old smartphones into compact 'tiny data centers' to reduce e-waste and enable real-time edge computing.
➀ The system, featuring 3D-printed casings and custom software, successfully monitored marine life underwater without human intervention.
➂ Potential applications extend to public transit optimization and other edge computing scenarios, offering a sustainable solution for obsolete devices.
➀ NVIDIA continues to benefit from soaring demand for its data center solutions and achieves record first quarter gaming revenue.
➁ Despite $4.5 billion charge from chip inventory write-down, the company's revenue for Q1 fiscal 2026 reaches $44.1 billion.
➂ Export restrictions to China result in $2.5 billion lost H20 chip sales, but NVIDIA manages to thrive.
➀ X, formerly known as Twitter, is experiencing a major outage due to a fire at a data center in Oregon;
➁ The fire broke out at the PDX11 data center, which is leased by X owner Elon Musk from Digital Realty;
➂ No injuries were reported, and the fire was contained to the data center.
➀ Qualcomm partners with Saudi Arabia's HUMAIN AI to develop AI data centers using its CPU and edge computing solutions;
➁ The move marks Qualcomm's return to the data center CPU market after its failed Centriq project in 2019, leveraging Nuvia's Arm-based technology;
➂ The collaboration includes building a semiconductor design center in Saudi Arabia and follows Nvidia's recent AI GPU deployment in the region.
➀ Intel reported Q1 revenue of $12.7 billion, flat y-o-y with a gross margin of 36.9% down 4.1 points y-o-y.
➁ The company expects Q2 revenue between $11.2-12.4 billion.
➂ CEO Lip-Bu Tan emphasized the need for better execution and operational efficiency to regain market share and drive sustainable growth.
➀ Some AI data centers in China are reportedly holding large stocks of China-specific 48GB Nvidia RTX 4090D GPUs and reselling them as new cards.
➁ Companies are dismantling and refurbishing the GPUs to generate profits.
➂ The report states that an AI data center requires a utilization rate of more than 70% to 75% to turn a profit, but the activation rates remain below 20%.
➀ IQE和X-FAB签署了一项联合开发协议（JDA），旨在创建一个基于欧洲的GaN功率器件平台解决方案；
➁ 该协议为期两年，双方将合作开发650V GaN器件；
➂ 该协议将利用IQE的GaN外延设计和工艺专长以及X-FAB的技术开发能力和器件制造能力，为汽车、数据中心和消费应用提供优化的技术-衬底组合。
At NVIDIA GTC 2025, we got to tour Pegatron's booth, where we saw the Pegatron NVIDIA GB300 NVL72 rack and other GPU systems. The GB300 NVL72 racks are liquid cooled with a busbar for power in the rear. The sleds have four Blackwell modules along with two NVIDIA Grace CPUs and are liquid cooled.
The article also mentions that Pegatron is integrating Delta power supply shelves into their racks and that the NVIDIA GB300 NVL72 is neat, with several other GPU systems on display.
➀ IBM has introduced the z17 mainframe, featuring the Telum II chip with enhanced AI performance.
➁ The Telum II processor offers 70% higher general-purpose performance and 50% improved AI capabilities.
➂ IBM also unveiled the Spyre AI accelerator card for additional AI performance.
➀ Marvell is selling its Automotive Ethernet division to Infineon for $2.5 billion.
➁ The division has a sales forecast of $225-$250 million this year with a 60% gross margin.
➂ The acquisition includes Marvell’s Brightlane Automotive Ethernet portfolio, which supports network data rates up to 10 Gbps.
➀ Micron confirms plans to raise memory prices due to strong demand for DRAM and NAND flash.
➁ The price hike is expected to continue through 2025 and 2026.
➂ Factors include supply constraints and growing demand from AI, data centers, and consumer electronics.
