AMD's Helios rack-scale architecture, OpenAI's 6-gigawatt deal, and ZT Systems integration underpin a path to $20+ non-GAAP EPS and significant margin expansion. Technical analysis targets ...

Still buying B200s and MI300Xs? Don't feel bad, Nvidia and AMD's NVL72 and Helios rack systems aren't really for the enterprise anyway Analysis With all the hype around Nvidia's NVL72, AMD's newly ...

Super Micro Computer SMCI in its first-quarter fiscal 2026 mentioned that it scaled up to an internal power capacity of 52 megawatts and is on track to scale up its rack capacity to 6,000 racks per ...

HPE announces AMD “Helios” AI rack-scale solution with industry-first scale-up Ethernet networking in collaboration with Broadcom. HPE will be one of the first companies to offer the single turnkey ...

Nvidia's Vera Rubin NVL72, announced at CES 2026, encrypts every bus across 72 GPUs, 36 CPUs, and the entire NVLink fabric. It's the first rack-scale platform to deliver confidential computing across ...

SAN JOSE, Calif., Oct. 13, 2025 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced from the 2025 OCP ...

While Nvidia gets most of the press and market volume, there are three startups that have designed custom silicon and rack-scale infrastructure to compete with them head-on: Cerebras, Groq and Samba ...

SINGAPORE, Oct. 16, 2025 /PRNewswire/ -- SuperX AI Technology Limited (NASDAQ: SUPX) ("the Company" or "SuperX") today announced the launch of the SuperX GB300 NVL72 System, a groundbreaking, ...

Comprehensive collaborations spanning GPU, CPU, cables & connectors, ODM, software management, and IP/design & verification providers show growing support for open standards driving AI Infrastructure ...