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Friday 17 October 2025
OCP Summit: In the age of AI, the network is the computer, and Ethernet is winning

As the world races to meet the insatiable computing demands of artificial intelligence (AI), one thing is becoming increasingly clear:...

Tuesday 14 October 2025
OCP Summit: AMD CTO projects US$500 billion AI market by 2028, calls openness 'fundamental' for scale
Open collaboration and shared standards will be essential to sustain the exponential growth of artificial intelligence (AI), AMD Chief Technology Officer and Executive Vice President...
Tuesday 14 October 2025
OCP Summit: Meta and Oracle adopt Nvidia Spectrum-X Ethernet to scale open AI data-center networks
Ian Buck, Nvidia's Vice President of hyperscale and high-performance computing, presented a keynote titled "Shaping the Future of Open Infrastructure for AI" at the 2025 OCP Global...
Friday 3 October 2025
Nvidia's Spectrum-X dominates Ethernet switch market, surpassing Cisco
Since the generative AI (GenAI) era began in late 2022, Nvidia has been known for its GPU-driven revenue surge. Now, with the success of its Spectrum-X platform, Nvidia is replicating...
Saturday 20 September 2025
Nvidia and Broadcom find wins in overlap, not rivalry
With Broadcom securing more application-specific integrated circuit (ASIC) orders, speculation has arisen about Broadcom attempting to overthrow Nvidia. In reality, the two companies...
Thursday 18 September 2025
China tightens the reins on Nvidia: antitrust probe reopens Mellanox questions
China's State Administration for Market Regulation (SAMR) announced on September 15, 2025, that Nvidia had breached Chinese antitrust law and conditions imposed when Beijing cleared...
Friday 29 August 2025
Nvidia bets big on optical networking with 2026 launch of Quantum-X and Spectrum-X to power AI data centers
As artificial intelligence (AI) systems scale at breakneck speed, the vast flows of data inside GPU clusters are overwhelming traditional interconnect methods. Legacy copper-based...
Tuesday 26 August 2025
Research Insights: Broadcom defends Ethernet ecosystem as NVLink and UALink push specialized interconnects
At the OCP APAC Summit, Ethernet and UALink advocates clashed over data center interconnect architectures. Kurtis Bowman, UALink board chair and AMD's director of architecture and...
Monday 18 August 2025
Infineon completes acquisition of Marvell's Automotive Ethernet business
Infineon Technologies has finalized its acquisition of Marvell Technology's Automotive Ethernet business, following regulatory approvals. The deal, first announced in April, is valued...
Friday 8 August 2025
Airoha projects strong 1H25 growth on European expansion and optical shipments

Airoha, MediaTek's chip subsidiary, reported strong growth for the first half of 2025 driven...

Thursday 7 August 2025
UALink, Broadcom spar over Ethernet's role in AI
Despite Nvidia's absence at the 2025 OCP APAC Summit, rival factions within the anti-NVLink camp clashed over competing interconnect strategies for next-generation AI infrastructure...
Thursday 7 August 2025
Broadcom’s Jericho4 extends AI networking beyond 100km
Broadcom has begun shipping its new Jericho4 Ethernet fabric router, a high-performance platform designed to meet the growing demands of distributed artificial intelligence (AI) in...
Wednesday 6 August 2025
Broadcom scales AI cloud with Jericho4 and bets on open interoperability
Broadcom has introduced its next-gen Ethernet switch chip, Jericho4, at the 2025 OCP APAC Summit, marking a key move toward scaling AI data center connectivity across regions. The...
Tuesday 5 August 2025
Broadcom unveils Jericho4 at OCP Taipei, pushes Ethernet as backbone of next-gen AI infrastructure
Broadcom has unveiled Jericho4, its latest AI fabric router chip designed to connect geographically dispersed data centers, reinforcing the company's belief that Ethernet—not...
Tuesday 5 August 2025
Interview: Astera Labs: AI infrastructure enters 2.0 with open AI interconnect options
AI data center chipmaker Astera Labs will showcase its next-gen interconnect technologies at this week's Open Compute Project (OCP) APAC event. In an exclusive interview with DIGITIMES,...