XPU & Interconnect
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
Astera Labs Q1 FY 2026 Earnings Highlight Scale-Up Switching Ramp
Astera Labs Q1 FY 2026 results show PCIe Gen 6 mix expansion and early Scorpio scale-up shipments, with Q2 revenue guidance above consensus.
Brendan Burke · May 11, 2026 · 5 min
Astera Labs’ Scorpio Switch Family Adds Hardware Engines to Lift the Interconnect Ceiling for LLMs
Astera Labs’ Scorpio X-Series 320 Lane fabric switch targets token economics with Hypercast and In-Network Compute for AI-scale GPU cluster.
Brendan Burke · May 7, 2026 · 7 min
Lattice’s $1.65B AMI Acquisition Doubles the Value of Neutral XPU Control to the AI Factory
Lattice’s $1.65 billion acquisition of AMI is a bet on controlling the full stack of AI data center management and security.
Brendan Burke · May 6, 2026 · 4 min
Marvell’s XConn Buy Yields a Two-Pronged Open Fabric Play Against NVLink
Marvell’s acquisition of XConn positions it with both proprietary and open-fabric interconnect IP to compete against NVIDIA’s NVLink.
Brendan Burke · Mar 23, 2026 · 1 min