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Skyler Monroe tracks the fast-moving world of datacenter fabric and AI high-speed interconnect — Ultra Ethernet, UALink, co-packaged optics, new silicon, research, and the companies racing to connect the AI datacenter.

  1. 18h ago

    Molex to Acquire Teramount to Expand Co-Packaged Optics Capabilities - citybiz

    ## Episode Summary In this episode, we cover: - **Molex to Acquire Teramount to Expand Co-Packaged Optics Capabilities - citybiz** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPMTdjSUdSSmhFTmhPU1RIdU1fOFdXUldOdzRlRk5kMllYQ3dtREZRMHNwNXFiOWkyajFtTWxia3g0MlBIb2wyQV82WUJpcEJhNkZiaExKUFVTLUhuRlJwS2pETHJSS1ZXek9rMmNTb1JoNHJiQnl0bll4Tk16N05Yb2QwTkY0WVhXOXFjTkVLeXRMMjdTQlhWY0N0UFY2RHdYQlNBN2hRNlhKUVE?oc=5) - **Scaling the future: Why Ethernet is the backbone of AI Supercomputing - Cisco Blogs** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxOc0VXYUxZeHJxTWxhMTBfOVBzMG1qQ3dVYzM1VDFqZ3VyUzNGbEhLeWRSUkU3cWxuNXRVZDRJMWRkLThwUXVFRmlKMDV2SHV1VkpJRGZpUlBNWk9ROWhyVEtucS1xM0VkNzJWRmRfVGxsRG81eEdLbDZfZy1xVGFYazJmNnFUNnFVQW1UNGNMNFhKZk1GTWR4Y1hSVHRDYlVTRnNubElR?oc=5) - **Sivers & GlobalFoundries Advance AI Data Center Optical Solutions - Sivers Semiconductors** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPR1l6WTE3NnF5ZnJacUZMaGJWelpTSXBpNVZpSmFJdGhnV3pFbjZEQTE3NHhsRF9aSzU5OEtGSE1fTEVjTWR1QnlpdnBfNG9zczlSRzlSX1F2eGtKQmV5cEJjRGc4NEhwWXc0UHZ4V2pWUnNMenFySlBCQ0FuTjNQSVhlRG5CZ0N3WTlSdVdCUlh3RW1zUGZ4cTBLdjZpSkRrS1NraXcxZmVVcEhD?oc=5) - **Ayar Labs and Wiwynn partner for development of co-packaged optical AI infrastructure - Data Center Dynamics** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxOY1owcG5zS3pPdVNHeWViYktRYzQwY0gwbFZKaXhDbnJ5Z0d3dW5ncks2NEJCa28wTnhZcmV0MEJ6NFp2VEpqRFdvaG5HMGZvb0lvWnY5NHFwLUZKYWxsQnlHNVBwaVgwYkpqVk1HQnJiY0xhdTlvd2otSEJHd2JXNXN2dlhQRENvMGNpLUNGX2lPTXROTEVkR3VPRThITHhOTXBZeTl4ZWlXQXBydUFNVjJobl9CM2dOWk14SUxtQ3l0N0JqOTRHaA?oc=5) - **GlobalFoundries, Corning collaborate on co-packaged optics - Optics.org** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxQMDVUMDE1aGtRMlJPVnQ4eENtVTZoTVg1TjlXUW1rTE1vQTlmeWtGanR3NE15Z1VJRi1mSGFZUWpTaFB1N1hKOWQtbE9jRHdXV3JFUDBHVk80YkM0dURkX3RYb3dhckZJbDY1Vy12cFFJS0V2S09mb1o5MUxEamI5T3hMdmR1M2Jf?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Molex to Acquire Teramount to Expand Co-Packaged Optics Capabilities - citybiz

  2. 1d ago

    Co-Packaged Optics Market (2035): Optical Engines, Silicon - openPR.com

    ## Episode Summary In this episode, we cover: - **Co-Packaged Optics Market (2035): Optical Engines, Silicon - openPR.com** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxNa1BHdEtlcjZSdmY4TUlZT2JoSVdZdlFhTEktcEVrcnFyeXplLWtyemdTNGMwdmhaV0plQktLWVgtWE4tSVdMLXhkeHMzOE1abHU3Si1kSTIxdWsxNXgxSFJraXZxekRBbF9UQTc5Z0R0NmJfNFo2bDZZUmRDcGhpak5SQ0FDNTR1TTFyaXFSY0FhZV9G?oc=5) - **OCP Summit 2025: The Open Future of Networking Hardware for AI - Engineering at Meta** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxONkJ5TDA2WnpINGxNLXA1T0pxTVRsMlZUNUJDWG1kM3ExRnRKajM4RmhUazlza3ZhNEdES1JuYjJHTXh4ODAtV1gydkwtdVRLSDRNMzZxSjNHT1IyalI4Y2JMdnk4eWxNM2U4WkJRa0MwNU9VR2ZhSUp3TWpNTGczRDVXM0lGTkxZUGlUOVN6QWJncnZkQ1BvMENTeWJrZW1CaVZCdm1FMWlTSDZ2Ni1jR0c0ZFNLdFhFVXNwRA?oc=5) - **Scale-up Networking for AI: Multi-Protocol Interconnect and Optics - Marvell Technology** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiYkFVX3lxTE84emFGai1mLTUxb3NpWHk1RUxnTndvZUduaFBHQUt3d25WRExnVG5jS0Z5VDMyUkQzYXB0ZmE2aXRYX0xVeGlvX0J4TDY1U25WOVcxdVhSaEo3LUlrblJkTzRB?oc=5) - **Lite-On Technology Invests $34.3 Million in Singapore Optical Firm DenseLight to Target AI Data Center Optical Interconnects - BigGo Finance** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1GMzJNUDQyMHlDZmxHN0dPUlMyQ0RfZ0dMYzFudE5aaUJxN0doaEhoaHZfdDV3bm1wMjdrUkNqLTNfOEVaRGF1YUlBbXhWN1A5dVlMZENTUVhTTGMwQ3ZuNDVIUmd2WEUzem1PaVJkd255RmNjd0E?oc=5) - **A new AI switch is fully liquid-cooled and designed to use less power. - Stock Titan** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxQNkwxRGVKY0lXdkJsRzFkczFyVFR0c0JwQ1NxYXRtNFFURTE1a2V4d2U5N21BeUNKWC0xV0ZVUzRxeGJWUmVQd2lsOGVHVXZGdGozVlpMa3pqUDZkeldHMXVFdnFpOWdMVzJXVFdFOC1XQ1BJRGVoR0dxNGRKZ0NXLVhIbEJERlZoSXhObkJzWU80bEhnWHhycUpjUmN0d2hWeEt4Qk5IQ3NHZHJoWUJFVFdSYS1KdjNwcmtERHdn?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Co-Packaged Optics Market (2035): Optical Engines, Silicon - openPR.com

  3. 2d ago

    Nokia Tests Ultra Ethernet for AI Data Centre Networks - Data Centre Magazine

    ## Episode Summary In this episode, we cover: - **Nokia Tests Ultra Ethernet for AI Data Centre Networks - Data Centre Magazine** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxQY1cxRUlhTlh5dDBTSjd3NjYwQV85dXlVM1V4RTRGeElzUVYwVnh1LWZzWS04MWQwdmJid0NGOTNHaG9DMldLNDJvakp4blU5S0hSMFlwT3M3bG12c21rVkE3dXpuTFdMLWZHOEl0bWt2ZWhyOU8wQW05NUNnTlZ6VFB3WlFwdXlreFFQU2tXTUhLd2tu?oc=5) - **Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too** (The Next Platform) - [Read more](https://www.nextplatform.com/connect/2025/11/04/arista-modular-switches-revolutionize-ai-network-scalability/1653165) - **Celestial AI Secures $250 Million Funding to Revolutionize AI Infrastructure with Its Photonic Fabric™ - Business Wire** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMi8gFBVV95cUxNLTFXMk1reGJ3cVcxYVFCMG9zRVR3aUMySW9takpzRVRfYkFLVnRNakdVYXlwam5Ubkp2WDRCWHhyU1hZRVZMQ1Bac2JqblVBX2RBZHVlV0RyNG9JbGlmeUhzdElCeVlyTVhqdVFkZ1QzQkpqUTd5dmxGd2c3YmthSmJGYVUzZm1rUHdOOV9jZFFZX1l2YkNRZGRlMGtyblEyWHhnd3YzaFlJWk9BQTJQZmJrYnBTUzBZX3ZtUGZndG5XTlRlUHNMRWpJckc5aHJfdER2UXk1UmpQRnVJZEhTRXNqLXpjbjJ0WjdMT0xJQkJtZw?oc=5) - **HPE Sees No Customer Pushback On Rising Datacenter Equipment Costs** (The Next Platform) - [Read more](https://www.nextplatform.com/compute/2026/09/08/hpe-sees-no-customer-pushback-on-rising-datacenter-equipment-costs/5295102) - **Photonic Fabric™ Technology - Marvell Technology** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiakFVX3lxTE9DLW9uVDdhOTBGek9JSTFwTDYtYXI4bXdTMXFIaEQ2bnU3WlVxTkdIemhkemVia2t0ZHlkTnk3a0lMbjJUaWUtUk5PNUdsSDVFZHFGTXVmcDVwOGxKXzFBUzkzcjYzOEdqX3c?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Nokia Tests Ultra Ethernet for AI Data Centre Networks - Data Centre Magazine

  4. 3d ago

    7 AI Infrastructure Stocks Beyond the Chips - The Motley Fool

    ## Episode Summary In this episode, we cover: - **7 AI Infrastructure Stocks Beyond the Chips - The Motley Fool** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxPNlgyYk0wd2E3UG1hN3kydjFPTkRTd2hJaXFvb0tXS280WWpkLUNPVUxQMkx3dlU1bUVVclNjYVpGNDVKYVpSRTFvbXlZUkRva2FWSl9Rb3ktc2tjWkFUSndKUG1oY25leU9VLUgtMU1uVEw1azVpbjc5MDFnS2t5azNvOGZ1Zm1ia1VBMmJ5bw?oc=5) - **Arista Networks Is Morphing From a Data Center Networking Vendor Into an AI Networking Powerhouse - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBGd1BpVjNMTXdGbU80S2c4YWdzM2Zva2loeGlDdi1QTG5OSl9TN1JVel9JNVpSeWcwNmNzV1k3V3dKUjQwc3RZQUIxWEdBODdTa3VVM3YzbEMzcU9JQnZfLUlyRG9EZGFrbXc3a3hfb016MVJQbUpTdmJHZV9UYnc?oc=5) - **Jim Cramer Says Skip Poet and Buy These 2 Proven Photonics Stocks for AI Data Centers in August - 24/7 Wall St.** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi1gFBVV95cUxNRk5pWXpMMlVEb29JNkFWaHhQT256NlpJZTJKdHdVbVhOSHRzcGgzbmw2YXNyV2dWQzJxc2M0VzE4aXlmdzluY2xibENTTWJLRDdXN01jejFHZzlZUWxwenI5MkFUOGNFY1VsVjhLV3d5ZEJObVVtU1FCOTJ1U3M2SGRlSXBKWDQwWG9pcVVRcFJlWkozSzBfQ19XcEJZYjZvb29WbmJRTjhPWDZhVVZlUnJDMDFTWklzZ2U4bG1sU0xHX0tpemlOTURudzU2VGNqYkFESkpn?oc=5) - **The GenAI Boom Accelerates And Transforms Ethernet Switching** (The Next Platform) - [Read more](https://www.nextplatform.com/connect/2026/09/20/the-genai-boom-accelerates-and-transforms-ethernet-switching/5297603) - **Marvell Expands SiGe Capacity With GlobalFoundries for AI Data Center Optics - Konsulteer** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxPVXhYb2d5cGhFWFg1SjMtNDc2N3A0TVlVTzRPN0FFRWlyYlQzbnVpTHNjMXJ2eWt4bzhpVWJUOS1yR3ktZVdYUl9hUEJJT1NRTnlaOGt2YU5ySF9JWFI2MVlXU2RXTWpCTFd2Q0doLVZLTjNSOENKdGFXV1pZa2xsN3FzSDVMSlUwTUdCUHhmdk9QQTlTTDZ4Ynd5VjJUZFA3SS03STFKRDRsSDl5X3REQw?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    7 AI Infrastructure Stocks Beyond the Chips - The Motley Fool

  5. 4d ago

    Why Ethernet Matters for AI Networking - Nokia

    ## Episode Summary In this episode, we cover: - **Why Ethernet Matters for AI Networking - Nokia** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE5JMzdfV2gzbTdiZzVFWm1RSmRIdWlRNTNTRzRjZUJ5UjJWVmpVRTdoWDZSWVNkNTZDTElQMHNMYUlNeThEU1JQOF9pWmdoU0ctbXBadDh1NE5hak53OHoyb05PcWIyNmR3d3VEd2Z2bFpZSFZm?oc=5) - **Optical switching startup Salience Labs raises $125m with AMD and Intel participating in round** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/news/optical-switching-startup-salience-labs-raises-125m-with-amd-and-intel-participating-in-round/) - **UK council launches heat network feasibility study for proposed data centers near Didcot Power Station in Oxfordshire** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/news/uk-council-launches-heat-network-feasibility-study-for-proposed-data-centers-near-didcot-power-station-in-oxfordshire/) - **What Is Ultra Ethernet, And Who Is It For? - SlashGear** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxQNndDcEp6dEZ1cnlodm1DMUdTTmlGUExxT2VuY3JCRTF5Qld5OF9tMnRON3FKR25VUVh4d2tBZ3JtWTJkY256ajdFZGJEMEc4cC1tdGpGSmFSWkc4N1ptTVZLVENhN3ZIbzBkNU5rNFI5eFgwYUV4Y21Ndnk3QWQta0dLRnc?oc=5) - **Nscale's Glomfjord data center delayed, site suffers leaks in cooling system and a fire** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/news/nscales-glomfjord-data-center-delayed-site-suffers-leaks-in-cooling-system-and-a-fire/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Why Ethernet Matters for AI Networking - Nokia

  6. 5d ago

    The Aspirations Of HPE And Dell In The Quantum-Classical HPC Datacenter

    ## Episode Summary In this episode, we cover: - **The Aspirations Of HPE And Dell In The Quantum-Classical HPC Datacenter** (The Next Platform) - [Read more](https://www.nextplatform.com/compute/2026/07/13/the-aspirations-of-hpe-and-dell-in-the-quantum-classical-hpc-datacenter/5270664) - **Everspin demos CXL-connected MRAM memory expansion** (Blocks & Files) - [Read more](https://www.blocksandfiles.com/architecture/2026/10/01/everspin-demos-cxl-connected-mram-memory-expansion/5300563) - **The Battle to Scale Up the AI Data Center - EE Times** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE5RU0ZxS0FFel9HY2I0akwzU1NneGtTWF9LbkFQX3hDOXNmdVcwQzNwQkNGS3RSU3BTcVFHZktnd1ZpRWlmcFMxRWZLM280eG53Z01hTGd6cTdzc0dRMHNOcEgwNElrS0NmU2tQcWpGXzJBQ1Ns?oc=5) - **Co-packaged Optics: Powering the Next Wave of AI Data Center Innovation - Marvell Technology** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxOWnFDdTFTcllKTzU3MFZmN0taa1V3RVdJZDhUejI0endOWnNENjBCR2tnT3JuR08zeDBBamNZOU83VjcwRDN5YUs3T1ZBU1JYV3pCaFhBa2l1bFg4Wmo4YlRINFpiZW5LUld6aXJ2N0NmRC15MjlWMmRiRGtaYThydlYxN01fNU10bnI4?oc=5) - **ECOC 2025: Coherent's Progress in Optics, Modules and CPO - Simple Tech and Trend** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTFBoVWRYaldaNmNZUjlrQkNBMThKVnN0R3UwQXlGMW8wdzZ2UGVRcUEzelc4UHhobnlaOVRNX2EtTFpPOHlMWV9Ec2djUEhPOVBxRWUxeEFLc2ZDaVIwb29HdjcyamV3SUxlNS1nZWNWZUpGQWgtZUpfbHln?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    The Aspirations Of HPE And Dell In The Quantum-Classical HPC Datacenter

  7. 6d ago

    Leading Optical Connectivity Solutions Providers form New Organization to Support Optical Interconnects for AI Data Center Applications - Business Wire

    ## Episode Summary In this episode, we cover: - **Leading Optical Connectivity Solutions Providers form New Organization to Support Optical Interconnects for AI Data Center Applications - Business Wire** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxQRVU2eTVoVEgtZVB2QU5qMnA5VDZlSVJOTFg3NGtpcFh6QTVIMnVsWlNfbE1HYi1mby1WWEc2d2lNU2ZtVnVWRDh6TEtZNjh4YWtqUEdZbDVEWHJSaURVY2kxWUt1Zl9GZnJUUm5Id3pCSkRyaGlrbFNJMUJWOHF6QWVpQ0ZkZmxMelZqdFpjNzJCdFZTMXljWXIxTHVoNHJmVWVnei1VbjB0amFmWXpmSEF2V3pBSWNFck5ZbHFaWmhGSXFvYWZqUm9xVG1LT3JlS0ZBbnBrMGd4NkMxcGx5bWw4SHlIZ2NIRTZKeTRqNW5FaXEyX3JWUHBTa3FkR0dURy1mSXRTVmE4MExxVmpDakI4enRDUHRjZkNSMQ?oc=5) - **Synopsys announces Ultra Ethernet and UALink IP to power the next-generation of AI datacenters - Tom's Hardware** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMi8wFBVV95cUxNV1dsNVlTeDdiYXVQcE5kdkhubTVvMGM0amhYenhHVmhXSkhPZWtKeVhOTDIxY3JkNmhPR2p5ZWVqeG1WZmVjV2FiLXJxa3FNcWJMNzNod1lNcG5TZmNXOGU5NUk4aDNiMmFNXzFZUU5Oc183c3FKRmdXQmc5VVJ1Y1hkU081b1RLLUV6OFFKUVE5UmNwZVkydS1lVWgxRWc3dU1odGxldG5VMEdDcmVBMklNZWx4bnFUcDZRck9QbkYyOXVQR1YwUzVZUFBPOVhHMnB4dUdLTGVBelllckltcDhaMk45NGpVRmxsZ2pIUmtRSms?oc=5) - **Cisco Nexus One Fabric: Unify Data Center Operations with Open VXLAN/EVPN Standards - Cisco Blogs** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiuAFBVV95cUxOcXJDdFBuWU12akhMM0FWSzRsVDk1ZEZac2x3YVVEdS0wQ3FaY1pDNEMyVHltLTRrbDZJdEFndG1PVG1VUlVQeGMwLXl6dV85d0NocnpTSGV5dTgxdUYzY2dCckxkYzJJX3Vja3dwSFN4OXNOWXo0N0tvNjFGWnRWZ081UGFVZUpucEJ3NVdmU09DUUl6TjhzQ0JBTlNJa091ZzlSVEgweF9wUUY5cWZNVDFXbzhfRmtq?oc=5) - **Scaling end-to-end optical interconnects for AI data centres – TE Connectivity brings innovation to system-level challenges - Fibre Systems** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiwwFBVV95cUxPMS1CcjNGLTVWQ0tBcXl3X3RDUEk4Zi1LTS1HcjJKRHpXWWxqRUxkTkhSMXJVbTljdnBLdngxMFNOYnM0T3RTb0kyNTB4Uk5wY25kZHpDbmJrUzJmYV81NUhFYWlsSHRzSGZuOUQyWWZUWHZ2OXNwSjJ5QmxYdnJZMkJCeldvNXFycGhySFBPRFhhcU5zUC1ETVg3eEZsVmRnX3JxWU93Q1JGSGtsRGY0UEkwY2RQcFRmQllMdFJiNFZFZ00?oc=5) - **Bechtolsheim & Friends Breathe Life Into Pluggable Optics One Last Time - The Next Platform** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiwwFBVV95cUxQUDVhNmxPTjZBcm82bGk4OER3MGFyazN3YlY4VTFBTmRQSEtuNDY2VEJ1dS1TWE84ZFVvLXVuM25WdmpqbU43Vmx4MllhSGZ2MVBNNzI1azV0SWFsRUd3bFh6NmRyM2lNazFXeXZPaXpRb3ZWQWx2UTNJck9iS0l0VnZ2dzExbjhTeWRPN2NINmFtOWlLd0R3WlRJdDNpNDBsOGNfTzVDVVFLXzdGLWhvaXl5RE42Yk9Vd2ZiTXprVEtRVFU?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Leading Optical Connectivity Solutions Providers form New Organization to Support Optical Interconnects for AI Data Center Applications - Business Wire

  8. Oct 14

    AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics -

    ## Episode Summary In this episode, we cover: - **AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics - Tom's Hardware** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiqgNBVV95cUxPVXphMGU4T09TU1NWZkR5RFlmN2U2Ylh3YjBzeW9HaXMyTDFTOFNSdFE3VU52VXZFVlNoZ3NMVVJzM0kyZjRQMk84cFAySU1uVk5vVVFCcDdkMVA5V2hHVGxXMEZVelI2bG1vYzFGRlBhd21iLVgzVG4ydFlvOUk3MHZmZzJqcnpjUnhLd0Q1TnFnLXlNbEJyaDFzNUhWazV5eFAxdUtQMXRxT3FWdWhPMkQzRjJSRGh1ZnlPNDJwREZIZGs0MnZRd1phQzRBUjJTMVBxU3Uybjk3RjdaM0ZJMS1pY1F6Skh3azdFUlZWM1dPQlBKX0kyTkRPeXM4TUdpQ1lZekphVGlIVDRsTmZfM2hJT3FaZW9yRU52TXlsZE5BZTZNc255V0tscERfYlN6RGh1X3Awb0pSVDZFekxDTTBPVGJZdXJna01RZEl2RVJMR1NlcUR1V2xIYzBuZURqbDZwMVVuN3Z1YVhsRGRIOUNfMDVTckVhcVZFY2VHbk9iRGVDWkZySHZic1ctUVYyT3hCUGUzVlZPanRxWC1LUl9STlNnOXBKZEE?oc=5) - **Scale-up Network Solutions for AI Infrastructure - Marvell Technology** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxQeUw5LTVQY3dxei1SREZJdm9IdXZXNDFXelJfU2R5UzFUajQzMHdVXzlsZk9hbW9rUm1IWk5YYTFCYVVSbldKb3RWeVliOENXQ3prVDdsQmFRTlpiMVZTS3BCUm03NlpYcUdqOHhtU1VOWG5ncU9GeGlhUUFhcmt4QTZoeDhkS3dfRzRR?oc=5) - **Co-Packaged Optics Market Report 2026-2036: Product Benchmarking of Spectrum-X, Quantum-X, and Bailly Platforms, Start-Up Innovation Mapping, and Foundry Comparisons - ResearchAndMarkets.com - Business Wire** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi3wJBVV95cUxNcDlMbk8tQ213M2t4UklTRFRWSWR3UHBuNF9UWDZTekxGLTJ5Y0licEwwQTBsUUloZUdwdWhJUkRuWEY0SF9CMnpvT0Fub2o1ckxldVVDMUNVd1NZdHQ4WGhZdTRrRHJPaWh6dkVxNE50YU1hWEd4RWpiSG1vejVXa184RnZ3cW1qTnlzNHZudno3YnhIc1BlN3RRYktCbnJtd1NkQzNfV1g5bTI0VVZueUVQOEozR2hkQnBMaXg0dk80ZU9TZy1xTXYzT2h0YnhORldCSTRwdkJENldKOUlWVzJwVVNrcnVnMk5Bd3RWRUFhMmlvWjhwenY2WmRIbnI2MTlpSi14VTFLLXBRNTFPTWdRbjQ3cFNLVHdSV3ZHTDAzTHFiX215T3gwb0k5czZWbXhxQjJURkg1bVR6LVc2MWpXWjdoeG92N0JIY1ZEZnJ4MGtvOVRBZXFkWnBCUU0?oc=5) - **Broadcom drops the hammer on AI networking with Thor Ultra - Network World** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPTExOMTFORko4ZDdmcko4T2JtczJYMGZkOE9hRWsydHRNOGlTRjJqZVNzM09rS19nd25TampubmNkOWEwWDhGd2F5emhTdGhQSVFxVm5pZGJnVkl3azF5VW44dFpMOENlNnVSS2JjTkVXSGlJR0RjNDhaSkFyZkZwbDdBTWNSTUtXU2d2R285cGhsWnRkSW4yaURWTDE3d2E0MTRlVkNZalhWMjdI?oc=5) - **AI Workloads Are Turning The Data Center Network Into A Combined Memory And Storage Fabric - Semiconductor Engineering** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxPTm5MT0E2aUFnU2ZTUExSTThMM2dlUWprZHRkZ0VjaDlsTkFqZURIcGFncXhEdjJ5SE0yZUxZZm1Ia1FQV1UzNkNxbElVTGxnZ0dkVDh0czlsdlhoWWl6b3U5N25IV2s1RmViNHNoOWNTU0RaaEdsdHdHZWtvNV9xeGFwNS1tZ3h3TmNaZnhhdHlieVhwVjEtTjB1VEZrOWZlTFUyYW5HaXctdk5zZldaQTU3MHRMTTRYdFlR?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics -
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About

Skyler Monroe tracks the fast-moving world of datacenter fabric and AI high-speed interconnect — Ultra Ethernet, UALink, co-packaged optics, new silicon, research, and the companies racing to connect the AI datacenter.

Information

  • Creator
    Line Rate
  • Years Active
    2026
  • Episodes
    38
  • Rating
    Clean
  • Show Website
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