Enterprise Technology Signals

HFCL extended its OptiQ AI™ optical connectivity portfolio to the UK, citing AI Growth Zones and support for 800G to 1.6T architectures.

ABI Research projected data center cooling demand rising from 28.8 million tons in 2025 to 194.6 million tons by 2035.

In his latest blog, Baron Fung examines how DRAM inflation and rising HBM complexity are reshaping server economics and making memory efficiency critical to AI infrastructure growth through 2030. The post The Growing Memory Tax on AI Infrastructure appeared first on Dell'Oro Group.

Cloudera launched Cloudera Anywhere Cloud for building and scaling production data and AI apps across multi-cloud and on-premises. It supports unified governance.

NVIDIA said Japan’s physical AI leaders will build with Cosmos, Isaac, Metropolis and Jetson, and that Cosmos 3 Edge will run on-device vision and robot policies.

Cloudera and VAST Data said they will combine lakehouse services and an AI Operating System on NVIDIA’s AI Data Platform reference design.

Qivurn Data Centers said it is expanding its global AI computing infrastructure network, with active or developing nodes across North America, Southeast Asia, Japan, and the Middle East. The company describes self-built facilities, proprietary power management, and in-house GPU clusters, serving clients in sectors including finance, medical AI, and government projects.

Hopsworks released Hopsworks 5.0, adding embedded coding agents and terminal, a redesigned UI and Wizard, Trino SQL and Superset dashboards, and new data and governance features.

Digital Realty made ServiceFabric MCP available as a programmable control layer for Private AI across its global interconnection platform.

Applied Materials introduced Centris Spectral SiN ALD and Producer Selectra Mo Etch to improve dielectric deposition and selective metal removal in high-aspect-ratio 3D logic and 3D NAND. The company cites uniform top-to-bottom processing, low-temperature operation, and validation in high-volume manufacturing, targeting yield and device performance.

Microchip Technology received a BIS export license covering ECCN 3E001 and ECCN 3A001.a.7.b for Armenia-based FPGA R&D access.

Nutanix said its Unified Storage is NVIDIA-Certified and uses a 10-node all-NVMe design, with BlueField-4 STX support planned for H2 2026.

Applied Materials said SCREEN Semiconductor Solutions joined its EPIC Center to co-develop co-optimized wafer cleaning and surface preparation processes.

E-commerce networking needs SONiC-based open fabrics, deep packet visibility, and AI-driven operations to handle spikes, AI workloads, and compliance.

NVIDIA and IREN plan DSX AI factory deployments, including up to 5 gigawatts across IREN’s pipeline and a Sweetwater focus.

Astera Labs started shipping the Scorpio X-Series 320-lane smart fabric switch and expanded the Scorpio P-Series PCIe family to 32–320 lanes.

ABI Research forecasts hyperscaler IT load rising from 24.37 GW in 2025 to 147.13 GW by 2035. The number of sites grows modestly, while capacity under-the-roof and power-dense facilities above 10 MW expand. Grid constraints and cooling requirements are cited as gating factors across regions.

Supermicro said its new Silicon Valley DCBBS campus near San Jose covers 32.8 acres and will add domestic capacity.

Hitachi Vantara’s FY2025 Sustainability Report details energy-efficient infrastructure for AI workloads, lifecycle assessment tools, recycled materials, and emissions governance.

ABI Research named QNX, Wind River, SYSGO and Green Hills Software Leaders in its Commercial RTOS for Robotics Functional Safety ranking.