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Marvell Technology agreed to acquire Lumentum in an all-stock deal valuing the optical-component maker at $115 billion, the year's largest M&A transaction and a bet that AI data centers will shift from copper to light-based interconnects. The combined company would compete directly with Broadcom, with closing expected in the first half of 2028.
SpaceX's Colossus 2 AI data center in Memphis is claimed to be the world's most powerful, with roughly 1.11 million H100 equivalents surpassing OpenAI's Stargate and other big tech campuses, widening the lead by mid-2027.
Google's Project Suncatcher reportedly ran a Gemma model on a data center in space, marking a notable milestone for orbital AI compute infrastructure.
SK Hynix expects demand for its memory chips to outpace supply through 2030, signaling that already high RAM prices may climb further amid AI-driven demand.
在 OCP 全球峰会上，MediaTek 现场演示了采用标准可插拔形态的 MicroLED 光链路，基于微软研究院的技术，用低成本 LED 替代铜线或激光进行多路并行数据传输，助力 AI 数据中心降低功耗并提升可靠性。
Nvidia据报已停止GeForce RTX 5090的生产，转而将产能分配给AI数据中心和专业GPU，预计供应短缺将推高价格，RTX 5080 24GB版本或将取代成为新的游戏旗舰。
Oracle's Wisconsin AI datacenter, Project Lighthouse, faces potential delays beyond its 2027 target as the transmission grid connection awaits regulatory approval from the Public Service Commission of Wisconsin, with researchers warning of slippage similar to issues around its New Mexico Project Jupiter.
IBM's stock plunged 24% after CEO Arvind Krishna warned of worse-than-expected quarterly performance due to customers shifting budgets to AI datacenter components, causing delayed mainframe purchases and disrupted deals.