XPU & Interconnect
NTT Pushes Optical Interconnects as the Answer to Power and Bandwidth Limits
Imagine NVIDIA GPUs no longer needing a heat sink or cooling. Your smartphone never gets hot no matter how long you play a video game, and its battery lasts for days. It’s a distant promise, but it is inching toward reality. Japan’s NTT is pursuing a fundamentally different approach to the power and bandwidth constraints […]
Andy Patrizio · Oct 8, 2026 · 2 min
Despite Differences, U.S. and China Maintain RISC-V Cooperation
U.S. and Chinese companies are not letting increased tensions between Washington and Beijing stop them from working together on RISC-V, the open instruction-set architecture that is emerging as an alternative to proprietary CPU architectures such as Arm and x86. MIPS, the U.S. processor intellectual-property company acquired by GlobalFoundries last year, has a particularly close relationship […]
Andy Patrizio · Oct 6, 2026 · 2 min
AMD’s Venice Server CPU Demand Reportedly Extends Into 2028
AMD’s next-generation EPYC Venice server processors are reportedly seeing such strong demand that much of the company’s expected 2027 production has already been sold, with industry channel checks suggesting AMD is now taking orders extending into 2028. The reports come as server CPUs take on a changing role in AI systems. While GPUs and dedicated […]
Andy Patrizio · Oct 5, 2026 · 2 min
Broadcom to Finance Up to $42 Billion of Anthropic TPU Buildout
Broadcom has agreed to provide up to $42 billion in financing to Anthropic to help fund the AI company’s massive expansion of computing infrastructure, deepening a relationship that puts Broadcom at the center of Anthropic’s custom AI accelerator strategy. The financing is tied to Anthropic’s agreement to lease $125.2 billion worth of tensor processing unit […]
Andy Patrizio · Oct 5, 2026 · 2 min
WiCi Targets Local AI With Wireless GPU Architecture
A startup called WiCi Technology is taking a different approach to client-side AI computing. Instead of putting a high-end GPU inside every PC or edge device, the company wants to make GPUs accessible wirelessly across a local network. WiCi is preparing to launch WiCi One, a dedicated wireless GPU system that combines standard PC hardware […]
Andy Patrizio · Oct 2, 2026 · 3 min
GlobalFoundries, Marvell Expand Partnership to Boost Optical Connectivity
GlobalFoundries and Marvell Technology are expanding their longstanding manufacturing partnership to increase production capacity for high-speed optical processors. The agreement announced by the two companies will increase production capacity for GlobalFoundries’ silicon-germanium (SiGe) technology at its facility in Burlington, Vermont. The additional capacity is intended to support Marvell’s growing requirements for optical networking products used […]
Andy Patrizio · Sep 22, 2026 · 2 min
AMD and Xanadu Partner for Quantum Classical Computing Platform
Xanadu and AMD have introduced an open-source software platform designed to address the challenge of moving data between quantum processors and classical computing hardware fast enough to support real-time workloads. Moving data between a traditional CPU and a quantum CPU has been a significant challenge and one not easily met. The problem is that CPUs […]
Andy Patrizio · Sep 14, 2026 · 2 min
IBM’s Nighthawk r2 Quantum Processor Delivers 25x Circuit Throughput Boost
IBM has introduced a new version of its Nighthawk quantum processor that it says can execute more than 100,000 quantum circuits per second, a 25-fold increase in circuit throughput compared with the company’s predecessor, the Heron processor. The Nighthawk r2 has 120 programmable qubits, the same as the first-generation Nighthawk yet the company says Nighthawk […]
Andy Patrizio · Sep 9, 2026 · 2 min
IBM Unveils Dual-Architecture Mainframe Processor With Native Arm Support
IBM is developing a new processor that would bring Arm-native applications directly to its IBM Z mainframes and LinuxONE systems, allowing both Arm and IBM’s mainframe instructions to run side by side on the same processor cores. That would allow organizations to run Arm-native Linux applications alongside existing z/OS and Linux workloads on the same […]
Andy Patrizio · Aug 25, 2026 · 2 min
Cerebras Debuts CS-4 System to Accelerate AI Inference
Cerebras Systems has unveiled the CS-4, a rack-scale computing system built to greatly speed up AI inference, as the chipmaker pushes to compete with NVIDIA and other providers of AI infrastructure. The CS-4 includes three of Cerebras’ new Wafer Scale Engine 3 Turbo, or WSE-3T, processors. These unusually large chips are designed to keep more […]
James Maguire · Aug 19, 2026 · 2 min
GlobalFoundries Lands $300 Million in CHIPS Funding
GlobalFoundries has secured a planned $300 million award from the U.S. Department of Commerce to accelerate research and development of silicon photonics technology. The move is aimed at strengthening domestic semiconductor capabilities and addressing one of the biggest bottlenecks in next-generation artificial intelligence infrastructure, namely network throughput. The funding was announced Wednesday as a letter […]
Andy Patrizio · Jul 31, 2026 · 2 min
Intel to Restore Hyper-Threading in Future Xeon Chips
Intel is reversing course on one of its most significant recent processor design decisions, bringing back Hyper-Threading to future versions of the Xeon processor. Hyper-Threading is a technology that allows a processor core to execute two threads at once, sort of. While a Hyper-Threaded core appears as two logical processors to the system, they don’t […]
Andy Patrizio · Jul 27, 2026 · 2 min
AMD Expands Quantum Strategy Around Hybrid Architectures
AMD is taking a pragmatic approach to quantum computing by expanding its chip strategy around hybrid architectures that combine quantum processors with traditional high performance computing infrastructure. The company’s focus aligns with a widely held view that fault-tolerant quantum computing, while offering enormous potential, remains a long-term goal. The company said quantum computing is evolving […]
James Maguire · Jun 22, 2026 · 2 min
Slackbot’s MCP Client Aims to End App Fragmentation, But Can Slack Outmaneuver Microsoft Teams?
Slackbot’s MCP Client unifies 20+ enterprise apps into one conversational interface, challenging Microsoft Teams’ dominance in workplace.
Keith Kirkpatrick · Jun 19, 2026 · 5 min
Slackbot’s MCP Client Aims to End App Fragmentation, But Can Slack Outmaneuver Microsoft Teams?
Slackbot’s MCP Client unifies 20+ enterprise apps into one conversational interface, challenging Microsoft Teams’ dominance in workplace.
Keith Kirkpatrick · Jun 19, 2026 · 5 min
Workday and Google Cloud Bet on Embedded AI Agents to Redefine Enterprise HR and Finance Workflows
Workday Data Cloud integrates with Google Cloud Lakehouse for zero-copy data analytics in enterprise HR and finance workflows.
Keith Kirkpatrick · Jun 8, 2026 · 7 min
Salesforce Bets on Agentic Marketing: Will Unified AI Agents Redefine Martech ROI?
Salesforce’s agentic AI platform transforms martech with collaborative AI agents designed to deliver measurable ROI for enterprise marketers.
Keith Kirkpatrick · Jun 4, 2026 · 8 min
Workday and Google Integrate HR and Finance AI Agents into Gemini Enterprise
The Workday Google Cloud partnership integrates AI agents, enterprise data, and workflow automation into Gemini Enterprise for HR and finance operations.
Keith Kirkpatrick · Jun 2, 2026 · 6 min
Can ZoomMate Make Zoom the New System of Action for Enterprise Workflows?
Discover how agentic AI is reshaping enterprise software. Zoom’s ZoomMate demonstrates the power of agentic AI in workflow orchestration.
Keith Kirkpatrick · Jun 2, 2026 · 6 min
Coherent Q3 FY 2026: AI Data Center Demand Accelerates Optical Growth
Coherent Q3 FY 2026 earnings show growing datacenter optics demand, capacity expansion progress, and Q4 guidance above revenue consensus.
Brendan Burke · May 11, 2026 · 5 min