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AI computing power rises from North America to Europe

Mar-23-2026

Since the beginning of 2026, the global cloud computing market has undergone a historic shift.

Competition and Survival of Global Tech Giants in the Context of AI

Mar-06-2026

The global competition among tech giants ignited by AI is far more intense than the eras of the internet and mobile internet.

1.6T Optical Modules Officially Enter Mass Commercial Use: A New Inflection Point for Global AI Infrastructure

Mar-05-2026

1.6 Tbps optical modules have officially moved from lab prototypes to mass commercial deployment.

Data Center Interconnects: A Technical Taxonomy and Evolution of Optical Transceivers, DAC, AOC, and AEC

Mar-04-2026

Driven by the exponential growth of AI training clusters scaling to hundreds of thousands of GPUs, the landscape of transmission distance, bandwidth, and power consumption within data centers has been fundamentally redefined.

Nvidia Invests $4 Billion in CPO: The Next Stop for AI Factory Networking

Mar-03-2026

Nvidia injected $2 billion each into photonics manufacturers Lumentum and Coherent, securing future production capacity and technology rights for advanced optical components with a total investment of $4 billion.

NVIDIA Next-Generation Vera Rubin Chips Delivered to Customers

Mar-02-2026

global chip giant NVIDIA announced during its earnings conference call that it has begun delivering the first samples of its next-generation AI data center platform, Vera Rubin, to select customers.

AOC, DAC, AEC, and ACC Relationship with NVIDIA Computing Applications

Feb-04-2026

High-speed cables are the "neural network" of NVIDIA AI clusters, directly impacting inter-GPU communication efficiency and cluster scale.

Differences Between Interconnect Cables and Pluggable Optical Modules

Feb-03-2026

An optical module (e.g., QSFP-DD, OSFP) is a detachable, standardized component that plugs into the optical port of a switch or server and connects via patch cords to fiber.

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