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Khabre desk
Recent reporting, analysis and explainers from the Ai Infrastructure desk.
technology
AMD has introduced Helion, an open rack-scale blueprint for agentic AI infrastructure, with CPU-led and combined CPU/GPU configurations. Rack systems are under development with partners and are planned to be available in November 2026.
technology
NVIDIA and Cisco have announced plans for USFP, a pluggable optical-module form factor designed for 400Gb/s-per-lane signals and up to 12.8Tb/s of capacity. The companies say it could increase network bandwidth density while retaining a familiar pluggable deployment model.
technology
NVIDIA says it has contributed Vera Rubin rack and compute-tray designs to OCP, alongside new AI-factory standards, software and networking work with industry partners.
technology
Samsung and five affiliates announced a combined $1 billion investment in Helix, a company developing infrastructure for AI data centres. Samsung Electronics will invest $500 million, with its five affiliates contributing the remainder.