GPU baseboards & compute trays https://gridtochip.site/parts/servers-racks-and-integration/gpu-baseboards-and-compute-trays-hgx-bianca News and posts about GPU baseboards & compute trays on GridToChip IBM infrastructure revenue bounces back after Q2 drop https://www.datacenterdynamics.com/en/news/ibm-infrastructure-revenue-bounces-back-after-q2-drop Thu, 22 Oct 2026 16:22:38 GMT IBM's CEO highlighted the positive momentum expected from sovereign AI initiatives boosting infrastructure revenue after a dip in the second quarter. (Data Center Dynamics) [AI Infrastructure Insight] How AI infrastructure will be designed for the future https://news.skhynix.com/en/ai-infrastructure-insight-ep4-3 Thu, 22 Oct 2026 09:29:21 GMT The design of future AI infrastructure will require integrating advanced compute, cooling, and power elements from various parts of the supply chain. (newsroom:sk-hynix) [AI Infrastructure Insight] How AI infrastructure will be designed for the future https://news.skhynix.com/en/ai-infrastructure-insight-ep4-1 Thu, 22 Oct 2026 09:20:36 GMT The article discusses anticipated design principles for future AI infrastructure, focusing on elements like advanced compute components and specialized cooling/interconnect features. (newsroom:sk-hynix) [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) Amazon spends US$220B on AI as power delays squeeze cash flow https://www.digitimes.com/news/a20261022PD211/amazon-cash-flow-infrastructure-equipment-2026.html Thu, 22 Oct 2026 03:28:53 GMT Amazon's planned $220B AI CAPEX for 2026 is hampered by power and construction delays, causing hardware like server racks to stockpile in warehouses. (DigiTimes) NVIDIA GTC Berlin 2026 NVIDIA Intros DSX PODs and More https://www.servethehome.com/nvidia-gtc-berlin-2026-nvidia-intros-dsx-pods-and-more Wed, 21 Oct 2026 16:30:25 GMT NVIDIA presented the DSX POD, a new type of server housed within a container, at the GTC 2026 event. (ServeTheHome) Qisda integrates four companies to build scalable rack-scale AI solutions https://www.digitimes.com/news/a20261021PD202/qisda-ai-solutions-liquid-cooling-data-design.html Wed, 21 Oct 2026 07:25:00 GMT Qisda Group is forming a consortium of four companies to build scalable rack-level AI solutions integrating high-speed connectivity, modular compute, and liquid cooling. (DigiTimes) Supermicro lifts quarterly sales estimate as AI demand outpaces forecasts https://www.digitimes.com/news/a20261021VL204/supermicro-demand-sales-revenue-gross-margin.html Wed, 21 Oct 2026 01:51:57 GMT Supermicro updated its sales forecasts upwards due to stronger demand for its AI platforms and a favorable product mix. (DigiTimes) HPE Spaceborne Computer-4 Will Bring AI and HPC to the Moon on Astrolab FLIP https://www.servethehome.com/hpe-spaceborne-computer-4-will-bring-ai-and-hpc-to-the-moon-on-astrolab-flip Tue, 20 Oct 2026 14:13:22 GMT HPE plans to take its Spaceborne Computer 4 system to the moon via Astrolab's FLIP for testing AI and HPC capabilities in a space environment. (ServeTheHome) 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) This is the AMD Helios HPE Juniper QFX5252 Switch Tray at OCP 2026 https://www.servethehome.com/this-is-the-amd-helios-hpe-juniper-qfx5252-switch-tray-at-ocp-2026 Fri, 16 Oct 2026 04:49:49 GMT AMD showcased a Helios HPE Juniper QFX5252 Switch Tray at OCP 2026. (ServeTheHome) OCP-recognized infrastructure spending forecast to hit US$800 billion by 2029, nearly triple prior estimate https://www.digitimes.com/news/a20261015VL210/idc-infrastructure-forecast-equipment-worldwide.html Thu, 15 Oct 2026 03:14:59 GMT IDC forecasts that global spending on Open Compute Project (OCP) recognized IT infrastructure equipment will reach approximately $800 billion by 2029. (DigiTimes) Pegatron showcases rack-scale AI infrastructure at OCP Global Summit https://www.digitimes.com/news/a20261013PD244/pegatron-infrastructure-design-manufacturing-development.html Wed, 14 Oct 2026 01:04:55 GMT Pegatron presented its rack-scale AI infrastructure during the OCP Global Summit. (DigiTimes) AMD unveils Helion racks for AI agents at OCP summit https://www.theregister.com/systems/2026/10/12/amd-unveils-helion-racks-for-ai-agents-at-ocp-summit/5302652 Mon, 12 Oct 2026 15:51:36 GMT AMD introduced Helion racks designed for AI agents, featuring CPU-only and mixed CPU/GPU configurations slated for release in November. (The Register) Nvidia opens up Vera Rubin rack and tray designs to OCP https://www.datacenterdynamics.com/en/news/nvidia-opens-up-vera-rubin-rack-and-tray-designs-to-ocp Mon, 12 Oct 2026 15:11:10 GMT Nvidia has released the rack and tray designs for its Vera Rubin generation to the Open Compute Project (OCP), highlighting a shift toward liquid cooling in the MGX 1.2 specification. (Data Center Dynamics) Introducing AMD Helion, Agentic AI Compute at Rack Scale https://ir.amd.com/news-events/press-releases/detail/1301/introducing-amd-helion-agentic-ai-compute-at-rack-scale Mon, 12 Oct 2026 13:00:00 GMT AMD has announced its new Helion platform, which is a rack-scale computing solution designed specifically for agentic AI workloads. (newsroom:amd) Taiwan manufacturers to showcase AI data center hardware at OCP summit in San Jose https://www.digitimes.com/news/a20261012PD220/hardware-data-center-data-liquid-cooling-infrastructure.html Mon, 12 Oct 2026 03:17:44 GMT Taiwanese manufacturers are scheduled to present various AI data center hardware components, including rack systems, cooling solutions, and power equipment, at the upcoming OCP Summit in San Jose. (DigiTimes) Quanta says September server dip is normal as revenue falls 23% from August https://www.digitimes.com/news/a20261007PD251/quanta-revenue-shipments-component-2026.html Wed, 07 Oct 2026 09:26:24 GMT Quanta Computers reported a 23% revenue decrease in September compared to August, noting that the decline is a typical seasonal fluctuation. (DigiTimes) Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp up https://www.digitimes.com/news/a20261006PD237/repon-ai-server-slide-rails-asic-revenue-supply-chain.html Wed, 07 Oct 2026 00:42:51 GMT Repon reported a decline in September revenue despite the ramping up of shipments for the Rubin and Kyber ASIC rail systems. (DigiTimes) Gigabyte W775-V10-L01 Hands-on Bringing NVIDIA GB300 Deskside https://www.servethehome.com/gigabyte-w775-v10-l01-hands-on-bringing-nvidia-gb300-deskside Tue, 06 Oct 2026 17:00:41 GMT Gigabyte showcased the W775-V10-L01 workstation, which features the NVIDIA GB300 architecture for high-performance computing. (ServeTheHome) HPE secures US$1.2 B order from Vultr for first AMD Helios AI rack systems https://www.digitimes.com/news/a20261001PR201/hpe-amd-infrastructure-juniper-ceo.html Thu, 01 Oct 2026 01:52:43 GMT HPE has secured a $1.2 billion order from Vultr to provide the first AMD Helios AI rack systems. (DigiTimes) DIGITIMES Insight: AI scaling is moving from chip shrinkage to system integration https://www.digitimes.com/news/a20261001PD204/tsmc-cowos-performance-packaging-technology.html Thu, 01 Oct 2026 01:35:57 GMT The focus of AI scaling is shifting from individual chip miniaturization to the complex integration of system-level architectures and rack-scale configurations. (DigiTimes) Nvidia's push for personal AI computers points to a broader shift toward on-premise compute https://www.digitimes.com/news/a20260924PD208/nvidia-data.html Sun, 27 Sep 2026 04:22:55 GMT Nvidia's focus on personal AI computing systems suggests a potential shift toward decentralized, on-premise AI processing rather than reliance on centralized data centers. (DigiTimes) Huawei and Alibaba Tout Progress in AI Chip, Clusters, and Models https://www.hpcwire.com/2026/09/25/huawei-and-alibaba-tout-progress-in-ai-chip-clusters-and-models Fri, 25 Sep 2026 20:40:47 GMT Huawei showcased new products and offerings, including AI chips and clusters, while Alibaba announced new chips, servers, and AI models to advance AI scale. (HPCwire) Huawei and Alibaba Tout Progress in AI Chips, Clusters, and Models https://www.hpcwire.com/2026/09/25/huawei-and-alibaba-tout-progress-in-ai-chip-clusters-and-models Fri, 25 Sep 2026 20:40:47 GMT Huawei and Alibaba announced progress in AI chips, clusters, and models, showcasing new products and capabilities during events like Huawei Connect 2026. (HPCwire) Part of the day: GPU baseboards & compute trays https://gridtochip.site/blog/potd-2026-09-19-gpu-baseboards-and-compute-trays-hgx-bianca Sat, 19 Sep 2026 00:00:00 GMT Part of the day: GPU baseboards & compute trays — what it does, why AI changes demand for it, and who makes it.