Orders for Arm's AGI CPU double to $2 billion over the next two years in 1.5 months. While will not make Arm a major supplier of data center CPUs, it will make it a strong contender.

A network to smuggle restricted Nvidia AI hardware has been found: it shipped to Alibaba, among other destinations.

As data center demand surges toward zettabyte scale, Seagate, Toshiba, and Western Digital are pursuing sharply different technology strategies in their pursuit towards 100TB and beyond.

PCI-SIG announces availability of the first PCIe Gen8 draft, reassures 256 GT/s data transfer rate, maintains backwards compatibility, evaluates new connector technology.

Nvidia invests $300 million in Corning to help partners that deploy its hardware in the U.S. to get enough of optical fiber, grant Nvidia control over a significant chunk of domestic fiber production.