Scale-out switch ASICs https://gridtochip.site/parts/networking-and-interconnect/scale-out-switch-asics News and posts about Scale-out switch ASICs on GridToChip [AI Infrastructure Insight] How AI infrastructure will be designed for the future https://news.skhynix.com/en/ai-infrastructure-insight-ep4 Thu, 22 Oct 2026 06:00:37 GMT Effective real-world AI application requires improvements across faster compute, wider memory bandwidth, higher-performance networking, better storage, and more stable power infrastructure. (newsroom:sk-hynix) Interview: SEMI CEO sees US$3 trillion chip industry by 2035, as trusted partners reshape supply chain https://www.digitimes.com/news/a20261015PD238/semi-supply-chain-2035-ceo-taiwan.html Fri, 16 Oct 2026 17:53:00 GMT SEMI's CEO predicts the semiconductor industry will achieve $2 trillion in revenue by 2035, driven by AI and quantum computing growth. (DigiTimes) Nvidia unveils PTFE switch board at OCP, names Taiwan partners https://www.digitimes.com/news/a20261015PD227/nvidia-switch-taiwan-transmission-materials.html Thu, 15 Oct 2026 23:57:08 GMT Nvidia presented a PTFE switch board at OCP and announced partnerships with Taiwanese firms. (DigiTimes) AI’s $9-Trillion Question https://www.hpcwire.com/2026/10/14/ais-9-trillion-question Thu, 15 Oct 2026 00:33:26 GMT The rapid growth of the AI boom is significantly inflating costs across the supply chain, including GPUs, CPUs, memory, networking, real estate, and power infrastructure. (HPCwire) Inside the Secretive AWS Networking Lab https://www.servethehome.com/inside-the-secretive-aws-networking-lab Wed, 14 Oct 2026 17:15:44 GMT The report details a tour of a private AWS networking laboratory showcasing advanced innovations in management switches, high-capacity 102.4T switches, and optical technologies. (ServeTheHome) AI chip competition shifts to data-center efficiency as memory, interconnect limits bite https://www.digitimes.com/news/a20261014PD212/demand-efficiency-data-bandwidth-semiconductors.html Wed, 14 Oct 2026 04:14:35 GMT The competition in AI chip development is pivoting toward data-center efficiency to overcome scaling limitations in high-bandwidth memory and interconnect speeds. (DigiTimes) Cisco expands AI networking with new chips, SONiC, cross-site deployment https://www.digitimes.com/news/a20261014PD206/cisco-chips-capacity-technology-cooling.html Wed, 14 Oct 2026 03:30:49 GMT Cisco is expanding its AI networking capabilities by deploying new switches powered by high-performance silicon and the SONiC operating system across various data center sites. (DigiTimes) Google data center strategic sourcing exec heads to OpenAI https://www.datacenterdynamics.com/en/news/google-data-center-strategic-sourcing-exec-heads-to-openai Tue, 13 Oct 2026 16:26:47 GMT Google's strategic sourcing executive is joining OpenAI to focus on high-speed interconnects and rack power infrastructure. (Data Center Dynamics) Microchip Technology updates its networking and storage products to better support AI and HPC workloads https://www.datacenterdynamics.com/en/news/microchip-technology-updates-its-networking-and-storage-products-to-better-support-ai-and-hpc-workloads Tue, 13 Oct 2026 15:21:47 GMT Microchip Technology has updated its networking and storage product portfolio to support the specific infrastructure requirements of AI and High-Performance Computing (HPC) workloads. (Data Center Dynamics) Micas Networks Unveils 3 102.4T Open Ethernet Platforms for AI Factories https://www.hpcwire.com/off-the-wire/micas-networks-unveils-3-102-4t-open-ethernet-platforms-for-ai-factories Mon, 12 Oct 2026 19:13:27 GMT Micas Networks has launched three 102.4T Open Ethernet platforms designed for high-scale AI factory interconnects. (HPCwire) CyberTAN enters 1.6T AI switch race with Marvell-backed platform https://www.digitimes.com/news/a20261012PD203/switch-cybertan-data-center-marvell-demand.html Mon, 12 Oct 2026 02:07:24 GMT CyberTAN has launched a new platform designed for 1.6T AI switching, supported by Marvell Technology. (DigiTimes) Growing pains: how distributed AI training changes the network between datacenters https://www.theregister.com/networks/2026/10/09/sponsored-growing-pains-how-distributed-ai-training-changes-the-network-between-datacenters/5301554 Fri, 09 Oct 2026 15:00:00 GMT The article discusses how distributed AI training requirements are necessitating more robust and low-latency network architectures between data centers. (The Register) Marvell's custom AI chip upgrade points to a broader fight over peripherals https://www.digitimes.com/news/a20261008PD236/marvell-ai-chip-market-chips-revenue.html Thu, 08 Oct 2026 03:47:04 GMT Marvell is highlighting the importance of custom silicon and high-speed interconnect peripherals in the broader AI infrastructure landscape. (DigiTimes) Huawei's NPO bet challenges CPO's path to AI scale https://www.digitimes.com/news/a20261007VL203/huawei-cpo-optics-ascend-cost.html Wed, 07 Oct 2026 01:55:00 GMT Huawei is positioning its NPO (Network Processor Optical) technology as an alternative to CPO (Co-packaged Optics) to address the scaling challenges of AI infrastructure. (DigiTimes) Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands https://www.digitimes.com/news/a20261007VL201/marvell-revenue-2028-outlook-infrastructure.html Wed, 07 Oct 2026 00:51:44 GMT Marvell Technology raised its 2028 revenue outlook to $20 billion, driven by growing demand for AI connectivity infrastructure. (DigiTimes) 3.2T optical upgrade triggers PCB redesign, shrinking supplier pool to 3 https://www.digitimes.com/news/a20261006PD217/pcb-supplier-manufacturing-performance-hpc.html Tue, 06 Oct 2026 04:15:35 GMT The shift to 3.2T optical interconnects is necessitating a redesign of server PCBs, which has significantly narrowed the viable supplier base to only three companies. (DigiTimes) CScale Exits Stealth with $145M to Build the Interconnect for Gigawatt-Scale AI https://www.hpcwire.com/off-the-wire/cscale-exits-stealth-with-145-million-to-build-the-interconnect-for-gigawatt-scale-ai Wed, 30 Sep 2026 21:17:04 GMT CScale has raised $145 million in funding to develop high-density interconnect infrastructure specifically designed for gigawatt-scale AI data centers. (HPCwire) EuroHPC Builds HPC and AI Ties with Latin America and the Caribbean https://www.hpcwire.com/off-the-wire/eurohpc-builds-hpc-and-ai-ties-with-latin-america-and-the-caribbean Thu, 24 Sep 2026 17:22:23 GMT EuroHPC launched the EU-LAC Supercomputing Network for AI to enhance HPC and AI cooperation between Latin America, the Caribbean, and the European Union. (HPCwire) Sponsored: Huawei unveils new UnifiedBus computing architecture for SuperPoDs and clusters https://www.datacenterdynamics.com/en/product-news/huawei-unveils-new-unifiedbus-computing-architecture-for-superpods-and-clusters Thu, 24 Sep 2026 07:00:00 GMT Huawei launched the UnifiedBus architecture to interconnect clusters and SuperPoDs, addressing increasing demand for computing power. (Data Center Dynamics) Internet2 and Cisco Add AI Capacity to the National Research Platform https://www.hpcwire.com/off-the-wire/internet2-and-cisco-add-ai-capacity-to-the-national-research-platform Tue, 22 Sep 2026 19:52:11 GMT Internet2 and Cisco are deploying new AI PODs at two universities to increase shared computing capacity for research and education. (HPCwire) Loyalty Founder Enterprise sees AI server expansion lifting growth outlook https://www.digitimes.com/news/a20260921PD200/founder-growth-expansion-production-supplier.html Mon, 21 Sep 2026 23:06:36 GMT Loyalty Founder Enterprise is leveraging the strong demand for AI infrastructure to boost its growth and profitability by expanding its offerings in AI servers, storage, and networking. (DigiTimes) Huawei details AI accelerator roadmap, pulls in next-generation Ascend NPUs by several quarters — FP4 performance of the Ascend 960PR doubles expectations https://www.tomshardware.com/tech-industry/artificial-intelligence/huawei-details-ai-accelerator-roadmap-pulls-in-next-generation-ascend-npus-by-quarters-fp4-performance-of-the-ascend-960pr-doubles-expectations Fri, 18 Sep 2026 10:30:00 GMT Huawei detailed its AI accelerator roadmap, including next-generation Ascend NPUs, Kunpeng CPUs, and connectivity solutions. (Tom's Hardware) Japan's NTT Docomo deploys Nokia's latest Open RAN kit https://www.datacenterdynamics.com/en/news/japans-ntt-docomo-deploys-nokias-latest-open-ran-kit Tue, 15 Sep 2026 16:14:50 GMT NTT Docomo is deploying a new Open RAN kit provided by Nokia. (Data Center Dynamics) OEM/EMS AI servers: August revenue trends, operational outlook https://www.digitimes.com/news/a20260915VL212/revenue-taiwan-growth-infrastructure-demand.html Tue, 15 Sep 2026 05:48:41 GMT The electronics manufacturing sector shows massive revenue growth in AI hardware, contrasting with difficulties in the consumer device market. (DigiTimes) AI server exports to US slow; electronics parts jump 1.5 times in August https://www.digitimes.com/news/a20260910PD202/exports-taiwan-electronics-2025-ai-server.html Sun, 13 Sep 2026 00:23:08 GMT Taiwan reported that electronic parts exports reached a record high of $32.22 billion in August 2026, with integrated circuits and printed circuit boards seeing significant growth. (DigiTimes) Part of the day: Scale-out switch ASICs https://gridtochip.site/blog/potd-2026-09-05-scale-out-switch-asics Sat, 05 Sep 2026 00:00:00 GMT Part of the day: Scale-out switch ASICs — what it does, why AI changes demand for it, and who makes it.