AI Infrastructure
Cisco Needs Its Own Silicon to Compete in AI Infrastructure
For most of Cisco’s history, the company occupied a well-defined place in the technology stack. Cisco built the networks that connected everything else. Servers evolved. Storage evolved. Applications evolved. Cisco moved the packets between them. That position created one of the most successful companies in technology history. It may not be enough for the AI […]
Alan Shimel · Jun 3, 2026 · 5 min
NVIDIA Plays a Delicate Balancing Game
NVIDIA’s recent announcement that it plans to invest roughly $150 billion annually in Taiwan and establish a major headquarters presence there generated headlines around the world. Given Taiwan’s role in the semiconductor industry, the move was hardly surprising. TSMC manufactures NVIDIA’s most advanced chips, and the broader ecosystem of suppliers, packaging specialists and manufacturing partners […]
Alan Shimel · Jun 1, 2026 · 5 min
AI in the Backyard: How NVIDIA, Span Are Turning American Suburbs into Decentralized Data Centers
As Silicon Valley grapples with a burgeoning energy crisis and fierce community pushback over massive, warehouse-sized data centers, a California startup believes the solution to the artificial intelligence (AI) revolution lies in your backyard. Span, a smart-home technology firm, is pivoting away from the traditional centralized model of computing infrastructure. In a strategic partnership with AI
Jon Swartz · May 7, 2026 · 2 min
Broadcom Deepens AI Push with Google and Anthropic Alliances
Broadcom is strengthening its position in the AI infrastructure market, expanding its partnerships with Google and Anthropic in a move that demonstrates how demand for compute capacity is reshaping the chip sector. The company announced new agreements to develop future generations of Google’s custom AI processors while enabling Anthropic to access approximately
James Maguire · Apr 7, 2026 · 3 min
Will Starcloud’s Orbital Data Centers Solve NVIDIA’s Terrestrial Energy Crisis?
Starcloud’s orbital data centers promise solar-powered compute infrastructure that could relieve terrestrial energy constraints driving AI growth.
Brendan Burke · Apr 2, 2026 · 1 min
Broadcom Launches Optical DSP Built for AI Data Centers
Broadcom has debuted a new optical networking chip built to help data centers manage the expanding bandwidth demands created by AI workloads. The company says the device, the Taurus BCM83640, supports a new generation of high-capacity optical modules used to link servers inside AI computing clusters. The Taurus is an optical digital
James Maguire · Mar 12, 2026 · 2 min