Vespertec has launched its AI lab environment in Stockport, featuring the latest NVIDIA Grace Hopper architecture and the SN5600 switch. The Test Drive programme allows customers to explore and validate cutting-edge computing technologies. The lab is equipped with the NVIDIA GH200 Grace Hopper Superchip and a PCIe-based GPU server, linked by the NVIDIA Spectrum-4 SN5600 switch and Edgeware interconnect. The remote access feature enables users from various backgrounds to leverage the technology without geographical constraints.

➀ Google is reportedly planning to establish a hyperscale data center near Ho Chi Minh City, Vietnam, marking its first such investment in the country. ➁ The project, if approved, aims to be operational by 2027 and could significantly impact Vietnam's digital infrastructure. ➂ The decision is driven by Vietnam's growing digital economy and the rapid expansion of YouTube's user base in the country, despite challenges like power supply shortages and unstable network infrastructure.

1. NVIDIA reported a record $30 million in revenue, up 15% sequentially and 122% year-over-year, driven by its Data Center division. 2. Despite exceeding expectations, NVIDIA's share price dipped pre-market due to a perceived slowdown in growth rate. 3. NVIDIA's Data Center business, especially in AI, continues to be the major revenue driver, with upcoming launches like Blackwell expected to boost future earnings.

➀ LG plans to expand its HVAC business into data center cooling, leveraging its existing chiller technology. ➁ The company is exploring liquid immersion cooling for more efficient cooling solutions. ➂ LG also aims to secure revenue through subscription services, positioning them as a key growth area.

➀ ByteDance has deployed 40,000 multi-mode 800G OSFP optical modules by the end of July. ➁ The company is focusing on optimizing the performance of these modules to reduce failure rates. ➂ ByteDance is considering transitioning from DPO to LPO for 8x100G modules, aiming for a low-power solution by 2025-2026.

1. AMD is acquiring ZT Systems for $4.9 billion to enhance its AI ecosystem and challenge NVIDIA's dominance in the AI field. 2. The acquisition aims to deliver best-in-class training and inferencing solutions and deploy them at scale. 3. ZT Systems will become part of AMD's Data Center Solutions Business Group, focusing on end-to-end data center AI infrastructure.

❶ Intel reported a $1.6 billion loss in Q2 2024, with revenue dropping by 1% year-over-year. ❷ The company's data center and foundry divisions are struggling, leading to a 15% workforce reduction. ❸ Intel expects a challenging second half of the year, with an uninspiring revenue outlook for Q3 2024.

1. AMD's Q2 2024 revenue reached $5.8 billion, a 7% sequential and 9% year-over-year increase, driven by a record $2.8 billion in Data Center revenue. 2. Instinct MI300 achieved over $1 billion in quarterly revenue for the first time, contributing significantly to AMD's AI business. 3. Despite a 30% sequential decline in the Gaming division, AMD expects strong growth in the second half of the year, supported by demand for Instinct, EPYC, and Ryzen processors.

1. Micron introduces the 9550 SSD series, targeting data centers with up to 14GB/s sequential read speeds. 2. The series includes 9550 Pro and 9550 Max models with varying capacities and write speeds ranging from 6GB/s to 10GB/s. 3. Micron claims the 9550 SSD offers up to 3.3 million IOPS for 4K random reads and significant power savings in AI workloads.

❶ Elon Musk's Memphis Supercluster, powered by 100,000 liquid-cooled H100 GPUs, uses 14 massive mobile generators to bypass local power supply constraints. ❷ The Tennessee Valley Authority is set to provide 50 MW to the facility, but the full capacity of 100,000 GPUs requires additional power sources. ❸ The reliance on mobile generators raises concerns about environmental impact and the need for cleaner energy solutions.

1. Spending on AI back-end network switches is expected to reach $80 billion by 2029, nearly doubling the total data center switch market. 2. InfiniBand currently dominates the AI back-end network market, but Ethernet is poised to take over. 3. The majority of switch ports in AI back-end networks are expected to be 800 Gbps by 2025 and 1600 Gbps by 2027.