The OCP Global Summit opens this week, where the AI supply chain tackles its next set of bottlenecks. As racks move toward megawatt scale, watch for progress on 800 VDC power, liquid cooling, and ...
TrendForce sees similar momentum. With the x86 and Arm camps and other players stepping up CPU investment for agentic AI and ...
Memory supply remains tight with no clear sign of relief. DRAM remains Very Tight at 20 weeks versus an 8-week balanced level ...
Server CPUs join the Radar this week, a sign of how fast agentic AI has moved them up the watch list. Lead times are at 25 to 30 weeks against a balanced 16 to 20, with major CSPs also accelerating ...
Prefill: The input prompt is processed in parallel in a single pass. The Key and Value vectors for each layer are computed and stored in the KV Cache, and the first output token is generated at the ...
The fiber array unit (FAU) is a critical passive optical component in CPO. Precisely aligning and securing it onto an optical engine (OE) demands extremely stringent precision and directly affects ...
“The memory system of AIs is going to cause the storage system to be completely revolutionized.” At GTC Taipei in June 2026, Nvidia founder and CEO Jensen Huang pointed to the memory system as one of ...
As test-time scaling takes hold, the focus of the AI industry is quickly shifting from training to inference. NVIDIA, Google, and other major AI players rolled out inference-specific chips in the ...
Data centers are undergoing a fundamental transformation in power infrastructure as server rack power ratings rapidly climb from the kilowatt to near the megawatt range. The industry is shifting ...
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