Artificial Intelligence
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Astera Labs expands its Leo Smart Memory Controller family with fabric-attached AI memory, PCIe 6 and CXL 3.2, claiming up to 62% faster time to first token.
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Tower Semiconductor is turning its Japanese manufacturing footprint into what is planned to become its largest optical-connectivity semiconductor hub, with new reporting putting the program at roughly $4 billion and projecting the equivalent of 45,000 300 mm wafers per month by 2029. New details published September 24 say the expansion could lift Tower’s Japanese capacity…
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Cango has started commercial GPU compute services inside its 50 MW Bitcoin mining facility in Georgia, turning part of an operating mining site into an AI inference environment while keeping the broader campus tied to its digital-infrastructure strategy. The September 3 milestone is a concrete example of the mining-to-AI transition moving from plans and financing…
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QumulusAI says it has activated 616 NVIDIA RTX PRO 6000 Blackwell GPUs for Runpod across 77 GPU nodes, putting the full reserved capacity online ahead of its original September 1 target. The company said the deployment reached full activation in August and is being served from its existing U.S. data-center footprint. Separate coverage confirms the…
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Leviton is committing $100 million over five years to expand manufacturing capacity for the physical networking systems that increasingly sit underneath AI clusters, data centers and smart buildings. The company announced the program on September 24, saying the capital will go into its Network Solutions factories worldwide, with the largest investments at key U.S. factories.…
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A BlackRock-backed AI infrastructure consortium and IFM are reportedly in exclusive talks for STACK Infrastructure’s Asia-Pacific data-center portfolio, potentially valuing the assets at $20–25 billion.
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Hut 8’s 1 GW Beacon Point AI data center in Nueces County, Texas, has received a conditional Base Load classification in ERCOT’s Batch Zero process, preserving a critical path toward energizing one of the largest power-backed AI campuses being developed by a company with roots in Bitcoin mining. The regulatory step is significant because Texas…
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Enphase is building 4 kW IQ Solid-State Transformer modules in Texas for modular AI data-center power racks scaling to 5 MW and converting medium-voltage AC directly to 800 VDC.
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Axelera AI has launched its second-generation Europa accelerator at 629 TOPS and 45 W TDP, with validated Dell and Supermicro systems targeting enterprise AI and AI factories.
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PicoJool raised $27.5 million to scale 200G VCSEL and microVCSEL optical links for AI data centers, bringing total funding to $39.5 million.
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onsemi’s new Embedded Power Platform uses the silicon wafer itself as the package, targeting 3–5x higher power density for AI infrastructure and electrification.
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Qualcomm and AWS are collaborating across multiple generations of customized AI data-center silicon and optical connectivity extending to 1.6T.
