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Elon Musk has provided a rough timeline for his deployment plan of up to one million optimized AI workloads in orbital data centers. Musk posted on X on Monday that SpaceX has collaborated with Nvidia to design a space optimized version of the Vera Rubin NVL72 system, which is scheduled to be launched into orbit … Continued
Yu Tian
The AI boom is turning the broadband bottleneck in the United States into an economic burden, and telecom industry executives testified before Congress on Thursday that the solution begins with fiber optics – and faster licensing approvals. At the “Intelligent Networks” hearing held by the Senate Committee on Commerce, Science, and Transportation, USTelecom CEO Jonathan … Continued
NVIDIA has once again partnered with a key technology supplier, this time collaborating with Taiwan-based chipmaker MediaTek. The AI chip giant has committed to purchasing $3.5 billion worth of MediaTek bonds, stating this move is part of “deepening long-term cooperation between the two companies to jointly build the next-generation AI computing platform.”. NVIDIA stated that … Continued
Anthropic has signed a computing power lease agreement worth approximately $45 billion with UK AI infrastructure company Nscale, according to informed sources to TechCrunch. Nscale was founded in 2024 and has previously reached deals with companies such as Microsoft to provide computing power to Anthropic using Nvidia’s latest Vera Rubin chip system. The Vera Rubin … Continued
Telecom operators are generally eager to establish fast fiber optic connections between data centers for large-scale enterprises and Neocloud, and several protocols have been implemented. Operators hope to integrate fiber optic, optical line systems, switches, and various services to connect large-scale GPU clusters in dispersed data centers. And Broadcom, the manufacturer of most high-capacity switch … Continued
Policy experts from institutions such as Lumen and AT&T emphasize that as AI traffic grows, capacity demands, licensing issues, and supply chain constraints are becoming increasingly prominent. At the Aspen Forum of the Institute for Technology Policy Research held in Aspen, Colorado, a group of service providers and policy experts discussed the challenges faced in … Continued
On August 11, OpenLight and Tower Semiconductor announced that OpenLight’s photonic PDK is now available in Cadence’s EDA tools for Tower Semiconductor’s PH18DA indium phosphide-on-silicon photonic platform. This PDK, developed through the close technical collaboration between the two companies, enables customers to design advanced photonic integrated circuits in widely adopted IC design environments and accelerates … Continued
Molex announced a strategic investment in CAEPlus on August 17th. CAEPlus is an early company focused on developing active liquid cooling technology, aimed at helping data centers cope with the growing heat dissipation demands brought by AI and high-performance computing workloads. This investment advances Molex’s data center thermal management strategy by accelerating innovation in the … Continued
The Ministry of Commerce issued an announcement on August 13, disclosing the final review ruling on the anti-dumping measures applicable to imported single-mode optical fibers originating from India. On August 13, 2025, at the request of China’s single-mode optical fiber industry, the Ministry of Commerce issued Announcement No. 42 of 2025, deciding to initiate a … Continued
As the business community’s enthusiasm for AI continues to heat up, telecommunications industry professionals continue to emphasize the role that fiber optic networks play in supporting this evolution. They also use this as a differentiation advantage to cope with competition from low orbit satellites and fixed wireless access providers. USTelecom CEO Jonathan Spalter testified at … Continued
The latest news shows that the world’s largest group of financial giants are partnering with Nvidia to raise $500 billion in funding for artificial intelligence infrastructure construction – this will be one of the largest loan operations on Wall Street to date. Multiple sources familiar with the negotiations have revealed that a consortium including Apollo … Continued
Corning has identified the trends of data center scale-up (vertical expansion) and scale-out (horizontal expansion) as the core growth drivers of its Photonics MAP under the Springboard initiative, with these two opportunities projected to generate billion-dollar revenue streams by 2030. What is data center scale-up? Data center scale-up focuses on increasing computing power, memory, and … Continued
