Open Compute Project

AI infrastructure connectivity and optical technology trends

14 clusters · 46 sources · last updated about 7 hours ago

Latest: Silicon photonics and BTO materials target datacenter optical interconnects

The focus of AI infrastructure development is shifting from the procurement of GPUs and High Bandwidth Memory (HBM) toward the connectivity between components. As AI data centers expand, traditional copper-based electric

Enterprise shift toward integrated agentic AI solutions

21 clusters · 108 sources · last updated 2 days ago

Latest: AMD introduces Helion AI infrastructure for Meta

The enterprise technology landscape is undergoing a major shift toward agentic AI, moving beyond simple conversational chatbots toward systems capable of multi-step reasoning and autonomous decision-making. Gartner proje

AI demand drives HBM shortage and structural memory shifts

33 clusters · 193 sources · last updated 2 days ago

Latest: South Korean researchers advance AI computing and training efficiency

The global memory shortage driven by AI demand is intensifying, with industry leaders warning that supply constraints could persist for years. While NVIDIA CEO Jensen Huang previously suggested a supply surplus was unlik

Modular infrastructure developments for AI data centers

5 clusters · 8 sources · last updated 3 days ago

Latest: Battery technology advancements in Germany and US

Companies are introducing modular hardware solutions to address the infrastructure needs of the growing AI and data center markets. BOXABL Inc. has unveiled a conceptual ‘Server Pod’ design, utilizing factory-built cons

Supermicro and NVIDIA expand Vera Rubin AI infrastructure

5 clusters · 19 sources · last updated 3 days ago

Latest: NVIDIA and Oracle expand AI infrastructure with Vera Rubin systems

Super Micro Computer, Inc. has commenced shipments of NVIDIA Vera Rubin NVL72 racks, integrating its Data Center Building Block Solutions with DLC-2 direct liquid cooling technology. These systems, designed to manage hig

Kioxia enterprise SSD technology developments

5 clusters · 14 sources · last updated 14 days ago

Latest: Kioxia announces new enterprise SSD series for data centers

Kioxia has introduced new enterprise SSD developments aimed at high-performance and high-capacity data center workloads. At the Open Compute Project Global Summit, the company unveiled its GP series, which utilizes third

AI hardware and semiconductor development

2 clusters · 7 sources · last updated 15 days ago

Latest: Intel unveils GPU D-series for AI inference

The semiconductor industry is advancing specialized hardware to support artificial intelligence and large-scale model inference. Micron is developing Edge Inference Memory (EIM), a high-performance DRAM intended for phy

Advancements in silicon photonics for AI infrastructure

3 clusters · 7 sources · last updated 16 days ago

Latest: AI infrastructure shifts toward liquid cooling and silicon photonics at OCP Summit

The technology sector is seeing increased development in silicon photonics and integrated optics to support next-generation artificial intelligence and high-performance computing. Coherent introduced its PhotonLink pla

AI data center infrastructure technological evolution

4 clusters · 19 sources · last updated 21 days ago

Latest: Taiwanese energy firms develop modular power solutions for AI data centers

The data center industry is undergoing technological shifts to address the massive power and thermal demands of artificial intelligence workloads. Initial developments include the introduction of direct current (DC) solu

ams OSRAM optical technology developments

2 clusters · 9 sources · last updated 22 days ago

Latest: ams OSRAM joins OCP initiative for AI data center optical standards

ams OSRAM has expanded its focus from consumer-facing optical technologies to industrial AI infrastructure standards. In September 2026, the company showcased collaborative imaging and display solutions for smartphones

Arm AGI server CPU architecture development

2 clusters · 30 sources · last updated 23 days ago

Latest: AMD and Intel unveil new AI infrastructure and rack designs

Arm has disclosed technical specifications for its AGI server CPU architecture, marking a strategic transition toward providing production-ready server silicon. Initial details focused on the Neoverse V3 core, which fe

Evolution of AI infrastructure, power, and agent security

9 clusters · 74 sources · last updated 28 days ago

Latest: Renesas Electronics launches new 100V GaN power transistors

The technology sector is seeing significant developments in AI-driven infrastructure, power management, and agent security. NVIDIA has released its Alpamayo 2 Super autonomous driving reasoning model and proposed a trans

Astera Labs stock market performance

2 clusters · 8 sources · last updated 29 days ago

Latest: Astera Labs stock faces volatility amid analyst downgrades and AI demand

Astera Labs has seen significant stock price appreciation driven by its role in AI and semiconductor infrastructure. In late September, shares rose over 12% to $340.74, supported by broader market strength in the semicon