UALink roadmap plots course to optimized AI data center interconnects — examining the open standard designed to combat vendor lock-in while offering cost and performance optimization

Despite broad industry support, UALink’s adoption may be slowed by the absence of several features like In-Network Collectives and the 128G PHY spec.
…

,
The state of China’s decade-long semiconductor push: still a decade behind, despite hundreds of billions spent and significant progress — examining the original ‘Made in China 2025’ initiative

After 10 years and hundreds of billions of investments, China’s semiconductor supply chain is still decades behind chip supply chain in America and Taiwan.
…

, ,
AMD’s AI chips to be used as debt collateral in $300 million loan, report says — Cloud startup to use chips in Ohio datacenter

AMD’s chips will be used as debt collateral in a $300 million loan to cloud startup Crusoe with financing from Goldman Sachs.
…

,
Get Tom’s Hardware Premium for less than $3 a month — access our hardware roadmaps, deeper analysis, exclusive features, and unlock the Bench database

You can access Tom’s Hardware for less than $3 a month when subscribing annually, giving you access to a wealth of deep industry insights, access to our Bench tool, and more.
…

OpenAI aims to secure $100 Billion in latest funding round, reportedly aiming for an $800 billion valuation — Parties offering up cash include Nvidia, Microsoft, SoftBank, and more

OpenAI may be about to secure as much as $100 billion in funding, which will go some way to offsetting the $1.4 trillion is has pledged to expend over the next eight years. This round of investment is said to come from oth…

China’s AI build-out forces a rapid shift to liquid cooling — massive clusters put pressure on domestic suppliers to shift cooling methods

Dozens of Chinese companies have announced plans to expand into liquid-cooling systems as demand surges to prevent AI racks from overheating.
…

,
A 16-year-old intern helped Netgear catch scammers in India for $800 — Culprits would pose as Netgear employees & sell fake support packages to customers

After scammers were successfully able to phish their way through Netgear customers for months, the company was forced to adopt a more unconventional cybersecurity measure: a 16-year-old intern named Wyatt. He was able to e…

,
AI hyperscalers move to secure long-term uranium supply from mining companies — fuel required for nuclear plants to power future data centers

This deal will help AI hyperscalers secure the fuel they need for SMRs, avoiding getting hit by a shortage if demand spikes due to the massive power requirements of future data centers.
…

Over 80% of companies report no productivity gains from AI so far despite billions in investment, survey suggests — 6,000 executives also reveal 1/3 of leaders use AI, but only for 90 minutes a week

A survey of 6,000 executives reveals a significant productivity disconnect, where 80% of firms report no measurable improvement to operations with the use of AI, while a third of senior leaders only use the technology them…

,
Nvidia sells off final Arm shares, but licensing deals will continue — $140 million stake sold, equating to 1.1 million shares

Nvidia has sold off the last of its shares in Arm Holdings, some six years after it attempted to buy the company outright for $40 billion, but was stopped by EU and UK regulators. The sale amounts to 1.1 million shares wor…