XPU & Interconnect
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