Meta’s custom rack, using a Rittal frame, was across from AMD’s rack at the OCP Summit. It had four 64-port Ethernet switches ...

As if these big deals weren’t enough, on October 14, at the Open Compute Project (OCP) Global Summit in San Jose, AMD ...

Meta’s ORW design sets a new direction for data center openness AMD pushes silicon-to-rack openness, though industry neutrality remains uncertain Liquid cooling and Ethernet fabric highlight the ...

Over the past six months, AMD stock gained a whopping 164%. The deal with OpenAI for 6 GW of power for OpenAI's AI ...

The advantages of the larger format include better airflow for more optimal thermal management and the ability to fit larger ...

At the OCP Global Summit 2025, Credo has introduced a system-level optical approach with the ZeroFlap optical transceivers ...

As part of its standardization efforts, Meta said it would be a key player in the new Ethernet for Scale-Up Networking (ESUN) ...

Nvidia has become the first company in history to surpass a $5 trillion market capitalization. This marks another milestone ...

The Ethernet for Scale-Up Networking (ESUN) initiative includes AMD, Arista, ARM, Broadcom, Cisco, HPE Networking, Marvell, ...

AMD stock hovers near record highs after October deals with OpenAI, Oracle, and an IBM quantum computing breakthrough drove ...

Astera Labs posts 149% revenue growth but faces risks from ESUN and competition. Valuation is reasonable after the recent ...

AMD stock is on a record-breaking streak. It’s trading around $253 after a 6.5% surge Friday, up nearly 90% this year—thanks ...