Nvidia's $4B Bet on Photonics: Why Optical Technology Is Becoming a New Front in AI Infrastructure
Nvidia announced a $2B investment in each of Lumentum and Coherent, securing early access to photonic technologies for AI data center interconnects.
Topic
Global Chip
A collection of 6 issues
SEALSQ to Showcase Post‑Quantum Security Chips at Embedded World 2026: Making Hardware Root of Trust Deployable
SEALSQ plans to highlight quantum‑resistant chips and device-identity tooling, signaling that post‑quantum migration is moving from software to hardware supply chains.
Micron Opens First Semiconductor Assembly and Test Facility in India
Micron Technology celebrated the grand opening of its semiconductor assembly and test facility in Sanand, Gujarat, India, on February 28, 2026.
The Chip War in the Inference Era: From Peak Specs to Tokens per Watt per Dollar, and What Blackwell Ultra vs MI355X Signals
NVIDIA cites SemiAnalysis InferenceX to frame Blackwell Ultra around efficiency and cost, while AMD highlights MI355X throughput in interactive ranges with latency-reducing techniques. The real battle is inference economics and full-stack execution.
NVIDIA Cites SemiAnalysis InferenceX: Blackwell Ultra Shifts the Battle to Tokens per Watt and Cost per Token for Agentic AI Inference
NVIDIA points to SemiAnalysis InferenceX data to argue Blackwell Ultra improves efficiency for agentic inference, reframing competition around tokens per watt and cost per token.
AMD on MI355X Inference: Multi-Token Prediction to Reduce Latency, Focus on Throughput in Interactive Ranges
AMD’s technical article outlines MI355X inference optimizations such as multi-token prediction, framing performance around throughput under interactive latency constraints.