DIGITIMES analyst Joyce Chen stated on August 20 at a semiconductor industry forum in Taipei that optical communications will likely enter AI server racks in 2028, driven by rising AI cluster scale.
Summaries like this, in your inbox every morning.
Pick your industry and the AI tools you use, and get news related to your work every day.
Free · 30 seconds with Google · unsubscribe anytimeWhat is AIToday? →
Ask AI anything about this article. The AI reads this article, earlier AIToday articles, and Wikipedia, and cites its sources. Q&As are published on this page for other readers too.
AMD has multi-gigawatt, multi-generation Helios rack-scale AI system commitments from large customers includin…
A columnist argues Microsoft's 4% drop from its 52-week high is a chance to buy more, pointing to Azure demand…
Lumentum says its capacity for indium phosphide (InP) lasers, which feed AI data center optics, is spoken for…
Microsoft announced Microsoft-Decision-1 on October 9, a decision-focused model built on Alibaba's Qwen3.5-9B…
Nvidia is in early talks to acquire open-weight model developer Reflection AI outright, take a bigger stake, o…
India's technology buildout is deepening across semiconductors and AI infrastructure, with chip IP, packaging…
