Texas Instruments has introduced an analog-to-digital converter intended to capture electrical events that conventional monitoring can miss. The ADC34DSO75 supports event-based remote monitoring at nanosecond resolution, addressing brief power-rail disturbances that the company says can contribute to unplanned data-center downtime. Its October 12 announcement also included the … [Read more...] about Texas Instruments Targets the Tiny Power Faults That Can Disrupt AI Data Centers
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d-Matrix Begins Shipping Large AI Inference Clusters as Specialized Compute Gains Ground
d-Matrix has announced Squadron, a family of multi-rack AI inference clusters scaling to as many as 1,024 Corsair processors. The company says the systems are shipping to priority customers and extend its platform from individual servers and racks into complete clusters. Squadron uses an air-cooled architecture, and d-Matrix also described a demonstration combining its hardware … [Read more...] about d-Matrix Begins Shipping Large AI Inference Clusters as Specialized Compute Gains Ground
Cisco and NVIDIA Target the Optical Bottleneck in Growing AI Networks
Cisco and NVIDIA plan to develop an open industry specification for a new pluggable optical-module design capable of 400 gigabits per second per lane. Announced at the Open Compute Project Global Summit, the proposed Ultra-Dense Small Form Factor Pluggable design is intended to increase bandwidth density while preserving replaceable modules and operational flexibility. Cisco … [Read more...] about Cisco and NVIDIA Target the Optical Bottleneck in Growing AI Networks
AI’s Next Infrastructure Challenge Runs From Power Conversion to Liquid Cooling
The next stage of AI infrastructure expansion is increasingly a problem of moving electricity in and heat out. A group of October 12 announcements around the OCP Global Summit shows suppliers working at different points along that chain: Enteligent with its PowerCore 800VDC-to-chip conversion stack, DG Matrix with Interport power infrastructure, Cooler Master with a broader … [Read more...] about AI’s Next Infrastructure Challenge Runs From Power Conversion to Liquid Cooling
Microsoft’s New AI Chip Arrives as Financial Anxiety Clouds the AI Infrastructure Boom
Microsoft's introduction of its third-generation Maia 300 AI accelerator comes at a particularly revealing moment for the artificial intelligence industry. After years of extraordinary investment in data centers, GPUs, networking equipment and power infrastructure, attention is shifting from the race to acquire computing capacity toward a more uncomfortable question: can the … [Read more...] about Microsoft’s New AI Chip Arrives as Financial Anxiety Clouds the AI Infrastructure Boom
Penguin Solutions (PENG) Posts Record FY26 on Memory, Bets FY27 on AI Infrastructure
Penguin Solutions (Nasdaq: PENG) closed fiscal 2026 with record results and raised its outlook for the year ahead. Fourth-quarter net sales reached $567 million, up 68% from a year earlier, and full-year sales came to $1.73 billion, up 26%. Management now expects fiscal 2027 sales of about $2.43 billion at the midpoint, growth of roughly 40% give or take 10 points, with … [Read more...] about Penguin Solutions (PENG) Posts Record FY26 on Memory, Bets FY27 on AI Infrastructure
Boost Run (BRUN) Signs $525.6M GPU Deal as Liquid Compute Opens $250M Facility to Finance Compute Before Delivery
Two announcements on the same day describe the same machine from opposite ends. Boost Run (Nasdaq: BRUN), a GPU cloud provider, signed a five-year AI cloud services contract worth $525.6 million with what it calls a leading sovereign AI company. Liquid Compute, a New York startup building trading infrastructure for compute, set up a $250 million facility with K8 Capital so … [Read more...] about Boost Run (BRUN) Signs $525.6M GPU Deal as Liquid Compute Opens $250M Facility to Finance Compute Before Delivery
Vinci Hits $1.5B Valuation Ten Months Out of Stealth With $250M Round for Chip Physics Simulation
Vinci, a Palo Alto startup that runs physics simulation for hardware design, has raised a $250 million Series B at a $1.5 billion valuation. Advent, Temasek and Xora co-led the round, with AMD Ventures, Madrona, Eclipse, Khosla Ventures and others taking part. Ten months ago, when Vinci came out of stealth, it had raised $46 million in total, with Xora leading the Series A and … [Read more...] about Vinci Hits $1.5B Valuation Ten Months Out of Stealth With $250M Round for Chip Physics Simulation
Matic Becomes First Home Robot Cleared From the FCC Covered List as Security Rules Reshape Robot Vacuums
Matic, the Mountain View company behind a camera-guided floor-cleaning robot, says its robot and charging dock are the first home robot products cleared from the FCC Covered List. The Department of War granted the devices Conditional Approval after a national security review, and on October 2 the FCC's Public Safety and Homeland Security Bureau exempted them in Public Notice DA … [Read more...] about Matic Becomes First Home Robot Cleared From the FCC Covered List as Security Rules Reshape Robot Vacuums
AltSql: An Embedded Database Engine That Syncs Devices and Gateways Without Conflicts
IoT products face an integration problem: the device keeps readings in its own format, the gateway wants them as SQL rows, and somebody has to write a converter that stays correct for ten years. Every format change on the device breaks the converter. Every connection hiccup means retries and merge logic. The product works in the lab with perfect network, but fails in the … [Read more...] about AltSql: An Embedded Database Engine That Syncs Devices and Gateways Without Conflicts