AI data centers

Meta and Oracle are upgrading their AI data centers with NVIDIA’s Spectrum-X Ethernet, designed for the demands of large-scale AI. This shift to open networking aims to improve AI training efficiency across massive compute clusters. NVIDIA’s MGX system offers flexibility and scalability, while innovations like 800-volt DC power delivery and power-smoothing technology address power efficiency. Spectrum-X supports scalable connectivity between data centers and integrates with various NOSs, enhancing AI infrastructure accessibility. The upcoming Vera Rubin architecture will further support next-gen AI factories.

Sivers Semiconductors announced an $8.3 million directed share issue to Swedish and international institutional investors, managed by Pareto Securities AB. Funds will accelerate R&D (60%), support strategic investments like acquisitions and talent (20%), and optimize capital structure (20%). The company is focusing on high-growth markets in SATCOM and AI data centers and aims to strengthen its position through strategic partnerships, expanded product offerings, and a growing customer pipeline. Board members and the CEO intend to participate in the offering.

NVIDIA’s Spectrum-XGS Ethernet aims to link geographically dispersed AI data centers, addressing the capacity limitations of single-site facilities. This “scale-across” approach complements “scale-up” and “scale-out” strategies, using distance-adaptive algorithms and advanced congestion control to minimize latency and optimize network performance. Cloud provider CoreWeave will be an early adopter. The technology seeks to reshape AI data center planning, potentially reducing costs and improving performance by distributing workloads across multiple sites. Its success will depend on real-world effectiveness and navigating complexities beyond networking.