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.

➀ Kioxia demonstrated an optical interface SSD at FMS, developed with funding from NEDO to reduce data center power consumption by up to 40%. ➁ The optical interface allows for data transfer over long distances, enabling storage to be kept in separate rooms with minimal cooling requirements. ➂ The demonstration showed a slight loss in IOPS performance but significant latency advantages over traditional copper network links.

➀ The data center processing market shows robust growth, especially in processing, with a 20.3% increase. ➁ Nvidia dominates the market in terms of both revenue and profits, with a significant lead over competitors. ➂ The supply chain for AI GPUs has evolved, with memory supply becoming a critical component.

➀ AI data bottlenecks are addressed with PCIe 7.0, offering higher bandwidth and lower latency. ➁ PCIe 7.0 supports system-level optimization and reduces data center power consumption. ➂ The integration of photonics into PCIe ensures its relevance and benefits for future AI advancements.

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 Technology introduces the Micron 9550 NVMe SSD series, boasting the world's fastest PCIe 5.0 data center SSDs; 2. These SSDs offer maximum sequential read speeds of 14GB/s and write speeds of 10GB/s, with up to 67% higher performance than competitors; 3. They are designed for AI workloads, with random read speeds of up to 3.3 million IOPS and write speeds of 400,000 IOPS, making them suitable for large language models and graph neural network training.

1. PAM4 SerDes technology significantly enhances data throughput and power efficiency for AI and data center applications; 2. The technology supports various reach requirements, from long to short, ensuring reliable and high-speed data transmission; 3. Cadence's advanced SerDes solutions and involvement in the Ultra Ethernet Consortium highlight ongoing innovations in Ethernet technology.

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. Samsung Electro-Mechanics announced it will supply high-performance chip boards for hyperscale data centers to AMD. 2. The chip boards are flip chip-ball grid array (FC-BGA). 3. This is the first official confirmation of the deal by Samsung Electro-Mechanics.

1. Micron introduces the 9550 datacenter SSD, utilizing PCIe gen 5×4 and 232-layer NAND. 2. The SSD is available in three formats: E1.S, E3.S, and U.2, designed for high performance in cloud and enterprise environments. 3. The 9550 offers significant performance improvements over its predecessors, with faster IOPS and bandwidth, and is more power-efficient in AI workloads.

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.

1. Oxide Computer Company has shipped its first on-premises hyperscale 'cloud computers' targeting government, financial services, e-commerce, and service provider markets. 2. The company aims to revolutionize the private datacenter industry by combining cloud computing efficiency with on-premises security and control. 3. Oxide has shipped under 20 racks so far and hopes for customer scale-up based on positive outcomes.

1. A $2.4 million Texas property with no bedrooms but a 5786 sq ft built-in data center; 2. The data center features a full liquid cooling immersion system; 3. The property was previously used as a crypto mining base and is now being marketed for AI services, cloud hosting, traditional data centers, servers, or Bitcoin mining.

1. The article previews Nvidia's upcoming earnings release, focusing on the company's performance in the data center market and its impact on the semiconductor supply chain. 2. Nvidia's dominance in the data center market has led to significant shifts, including a transition from CPU to GPU and from components to systems, affecting competitors like Intel. 3. The article also discusses the changes in the supply chain due to the AI revolution, highlighting the shift from standard DRAM to High-Bandwidth Memory and new packaging technologies like CoWoS by TSMC.

1、英伟达的指导建议表明，这个季度将更加平稳。 2、英伟达的数据中心业务是其最重要的市场，占据了高达87%的市场份额。 3、英特尔面临着严峻的挑战，包括GPU业务的转型和系统业务的转型。

1、Nvidia 第一季度营收达到 26 亿美元，同比增长 262%。 2、数据中心业务单元贡献了大部分收入，达到 22.6 亿美元。 3、Hopper GPU Chips 的销售是收入增长的主要原因，包括 H100 和 B200。