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Lightelligence’s 400% debut is a bet that AI’s next bottleneck is the optical interconnect

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When a company with US$15.5 million in annual revenue debuts on a stock exchange and its market capitalisation briefly hits US$10 billion, the obvious question is: what do investors know that the financials don’t show yet? In Lightelligence’s case, the answer is optical interconnect and the growing conviction that conventional copper wiring between AI chips […]

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NVIDIA and Google infrastructure cuts AI inference costs

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At the Google Cloud Next conference, Google and NVIDIA outlined their hardware roadmap designed to address the cost of AI inference at scale. The companies detailed the new A5X bare-metal instances, which run on NVIDIA Vera Rubin NVL72 rack-scale systems. Through hardware and software codesign, this architecture aims to deliver up to ten times lower […]

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Cadence expands AI and robotic partnerships with Nvidia, Google Cloud

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Cadence Design Systems announced two AI-related collaborations at its CadenceLIVE event this week, expanding its work with Nvidia and introducing new integrations with Google Cloud. The Nvidia partnership focuses on combining AI with physics-based simulation and accelerated computing for robotic systems and system-level design. The companies said the approach targets modelling and deployment in semiconductors […]

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