Trefis compares Nvidia and Marvell AI offerings
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Chips & Infrastructure
Archive, page 3
Monday 12 October 2026
Arista shares fall 2.7% as Ethernet enters Nvidia racks
Yahoo Finance reports Arista shares fell 2.7% amid concerns Ethernet networking is invading Nvidia's rack designs, pressuring its positioning.
Arista
Cisco and Nvidia address AI data center bottleneck
Bloomberg video examines how Cisco and Nvidia are tackling the growing data center bottleneck for AI workloads. No product, price or availability details were given in the source text.
Microsoft and Amazon chip away at Nvidia's dominance
A LinkedIn post argues Microsoft and Amazon are reducing Nvidia's dominance in AI chips with their own silicon. No new product or deal details were given in the source text.
Microsoft to launch new AI microchip in 2027, report says
TipRanks reports Microsoft plans to launch a new AI microchip in 2027.
Microsoft
More: GuruFocus, Yahoo Finance
Anthropic signs about $530B in data-center leases
Anthropic has reportedly committed to roughly $530 billion in data-center leases, driven by the economics of running large-scale inference.
Anthropic
Cisco partners with Nvidia on pluggable power, SONiC
Cisco is working with Nvidia on pluggable power technology and deepening its alignment with the open-source SONiC network operating system.
Cisco
AMD unveils Helion racks for AI agents at OCP summit
AMD introduced Helion racks aimed at AI agent workloads, with CPU-only and mixed CPU/GPU configurations due from partners in November.
AMD
Modders port ringfenced DLSS features to older GPUs
Modders say DLSS Multi-Frame Generation and DLSS 5 Neural Rendering can now run on hardware never intended for them, and discuss the work behind the community ports.
NvidiaClosed
ASUS unveils XA P2N-E2 server with dual Nvidia Vera CPUs
ASUS debuted the XA P2N-E2 server powered by dual Nvidia Vera CPUs, targeting agentic AI workloads, at OCP 2026.
ASUS
More: Unite.AI, ASUS Pressroom
Microsoft to scale Maia AI chips to gigawatts by 2027
Microsoft will make in-house Azure Maia chips its main AI inference system starting 2027 at multi-gigawatt scale; Maia 300 should deliver 40% more tokens per megawatt than leading GPU systems.
MicrosoftClosed
Cisco announces G302 silicon and USFP optics with Nvidia
At OCP 2026, Cisco announced G302 silicon and USFP optics developed with Nvidia for AI networking.
Cisco
More: Breakingthenews.net
Nvidia's Vera CPU begins shipping to challenge server CPUs
Nvidia's Arm-based Vera CPU has started shipping, targeting the server CPU market as part of its Vera Rubin platform for AI datacenters.
Nvidia
Nvidia adds Google Falcon transport support to networking
Nvidia added support for Google's Falcon transport protocol in its networking stack, aiming to address growing diversity in datacenter transport demands for AI workloads.
Nvidia
NVIDIA opens Vera Rubin architecture at OCP Global Summit
NVIDIA opens its Vera Rubin architecture to help scale AI factories from megawatts to gigawatts, as the industry adopts open standards at OCP Global Summit.
NVIDIAOpen
Nvidia and Cisco unveil USFP pluggable optics for AI factories
Nvidia and Cisco introduced USFP, a new pluggable optics form factor for AI data centers with up to 12.8 Tb/s capacity, alongside Cisco ICs for AI fabrics, aimed at scaling AI factory connectivity.
Nvidia
DG Matrix unveils Interport 360 SST and OS for AI factories
DG Matrix unveiled Interport 360 SST and Interport OS, power infrastructure based on NVIDIA MGX, for AI factories.
DG Matrix
Nvidia opens Vera Rubin rack and tray designs to OCP
Nvidia contributed its Vera Rubin rack and compute tray designs to the Open Compute Project, stripping cabling, hoses and fans, as part of broader open rack and networking work with AMD, Google and Meta.
NvidiaOpenCode
Microsoft unveils third-generation in-house AI chip
Microsoft unveiled its third-generation in-house AI chip, with deployment potentially exceeding 1 million units next year, aiming to cut costs.
Microsoft
More: Reuters
Microsoft AI hardware director joins OpenAI
Microsoft's senior director of AI systems hardware architecture has left to join OpenAI, per Data Center Dynamics. The move signals OpenAI's continued buildout of custom AI hardware capability.
OpenAI
ASML sees AI chip boom beyond 2028 as financing risk grows
ASML expects AI-driven chip demand to keep booming past 2028, while warning that financing risk is rising across the sector.
ASML
Microsoft unveils Maia 300 AI chip, claims 40% more efficiency
Microsoft is challenging Nvidia with its new Maia 300 AI chip, which it says delivers 40% greater efficiency.
Microsoft
Intel to phase out SGX after Xeon Diamond Rapids for TDX
Intel will discontinue SGX after Xeon Diamond Rapids, shifting focus to TDX for cloud, enterprise and agentic AI security needs.
Intel
Thurrott declares Nvidia RTX Spark era has arrived
Thurrott.com piece heralds the arrival of Nvidia's RTX Spark era, following Microsoft's new AI chip news.
Nvidia
Hardware.co launches custom AI hardware and private AI infrastructure
Hardware.co announced custom AI hardware and private AI infrastructure solutions, powered by DEV.co, aimed at organizations that want to run AI on their own systems.
Hardware.co
Frore LiquidJet Diamond coldplate cools 2,300W Nvidia Rubin chips
Frore's bespoke LiquidJet Diamond coldplate uses diamond-infused watercooling to tame 770 W/cm2 hotspots on 2,300W Nvidia Rubin AI servers, cutting temps by up to 22C.
Frore Systems
Broadcom and Intel CEOs say capital is AI's next bottleneck
The CEOs of Broadcom and Intel said capital, not chip supply, is now the AI industry's next bottleneck, as infrastructure spending outpaces available funding.
Microsoft unveils Maia 300 AI chip, targets 2027 launch
Microsoft announced the Maia 300, its newest homegrown AI accelerator focused on inference, with plans to deploy multiple gigawatts of capacity next year and launch in 2027.
MicrosoftClosed
Intel and Broadcom CEOs warn capital crunch is AI's biggest bottleneck
The CEOs of Intel and Broadcom warned that access to capital could emerge as a major constraint on the artificial intelligence boom.
Intel
Microsoft announces third-generation Maia 300 AI chip
Microsoft unveils Maia 300, its third-generation in-house AI chip, designed as the primary AI inference system for its products and more capable of handling latest workloads.
MicrosoftClosed
AMD debuts Helion rack-scale design for agentic AI servers
At OCP Global Summit, AMD unveiled Helion, a rack-scale reference design for agentic AI supporting up to 32,768 Zen 6 'Venice' CPU cores.
AMD
HARTING joins Nvidia MGX ecosystem for AI infrastructure
HARTING announced it is joining Nvidia's MGX ecosystem to build next-generation AI infrastructure hardware.
HARTING
Microsoft reveals Maia 300 AI chip to cut Nvidia reliance
Microsoft unveiled the Maia 300, its custom AI chip intended to power its own AI products and reduce dependence on Nvidia and AMD, pushing Big Tech further into silicon.
Microsoft
Anthropic urges data center partners to speed capacity buildout
Anthropic reportedly called on its data center partners to accelerate capacity buildout to meet AI compute demand.
Anthropic
Report: AI data centers save water on-site but shift use to power plants
A report says AI data centers cut on-site water consumption but increase water use at the power plants that supply their electricity.
Nvidia shares slip 1% as Microsoft develops new AI chip
Nvidia shares fell about 1% amid reports that Microsoft is developing its own AI chip, potentially reducing reliance on Nvidia hardware.
Nvidia
Nvidia CUDA RTX Spark laptops with 128GB memory sell out
Nvidia's CUDA moat is boosting RTX Spark laptop sales; higher 128GB unified memory Surface Laptop Ultra configurations are already out of stock.
Nvidia
Reddit user runs local LLM on $35 nine-GPU mining rig
A Reddit user bought a nine-GPU Nvidia P106-100 mining rig with 54GB VRAM for $35 and ran Qwen3.6-35B-A3B locally, about 65 cents per GB.
Nvidia
ORCA announces strategic AI infrastructure investment
ORCA announced a strategic AI infrastructure investment and long-term initiative, per TechBullion.
ORCA
Meta AI data center project brings thousands of workers to Louisiana town
Business booms in a small Louisiana town as Meta's giant AI data center project brings in thousands of construction workers.
Meta