Weekly Intelligence Brief on AI infrastructure and smart manufacturing - Week of October 20, 2025

Key Takeaways

• H3C showcased Artificial Intelligence (AI) technology at GITEX GLOBAL 2025, emphasizing digital transformation.
• Delta Electronics revealed its smart manufacturing solutions at ITAP 2025, focusing on sustainability.
• Broadcom launched Thor Ultra, the first 800G AI Ethernet Network Interface Controller (NIC) for large-scale AI workloads.
• Oracle announced a publicly available AI supercluster featuring 50,000 AMD GPUs for 2026.
• Movandi raised $40M to enhance connectivity solutions, including an innovation hub in Oman.

H3C presented its AI solutions at GITEX GLOBAL 2025, promoting the theme “Synergy+” and highlighting its strategies “AI in ALL” and “AI for ALL.” The company introduced flagship technologies aimed at aiding digital transformation across sectors. This includes the UniPoD S80000 designed for AI model training, improving performance significantly.

Delta Electronics showcased its solutions at the Industrial Transformation ASIA-PACIFIC (ITAP) 2025 exhibition, which focused on sustainable operations and smart manufacturing. Notably, the DIATwin Virtual Machine (VM) Development Platform demonstrated significant reductions in development time, while new systems like SCARA robots were also highlighted for enhancing production capabilities.

Broadcom announced the launch of Thor Ultra, the first 800G AI Ethernet NIC compliant with Ultra Ethernet Consortium specifications. This NIC connects various processing units for enhanced AI workloads and supports advanced features like packet-level multipathing. The product aims to bolster networking for large-scale AI deployments across industries.

Oracle plans to launch an AI supercluster equipped with 50,000 AMD GPUs in 2026 as part of its cloud expansion. The initiative addresses existing limitations in AI clusters and will utilize AMD’s rack design, enhancing processing power for AI Operations (AIOps).

Movandi secured $40 million in funding to further develop connectivity solutions in the Middle East, establishing an innovation hub in Oman. This investment aims to strengthen Movandi's capabilities in 5G and Satellite Communications (Satcom) while supporting local tech initiatives aligned with Oman’s Vision 2040 goals.

1. H3C showcases AI solutions at GITEX GLOBAL 2025
   H3C highlighted its AI integrations across sectors like healthcare and education, emphasizing operational efficiency.
2. Delta Electronics showcases smart manufacturing solutions at ITAP 2025
   Delta Electronics aims for 100% renewable electricity by 2030, supporting sustainability in Southeast Asian manufacturing.
3. Broadcom Introduces Industry’s First 800G AI Ethernet NIC
   Broadcom has launched Thor Ultra, the industry’s first 800G AI Ethernet NIC, compliant with Ultra Ethernet Consortium specifications.
4. AMD showcases “Helios” rack-scale platform built on the Open Compute Project Open Rack for AI, introduced by Meta.
   AMD introduced its “Helios” rack-scale platform at the OCP Global Summit 2025, designed for AI infrastructure and based on the ORW standard.
5. Oracle to Launch AI Supercluster with 50,000 AMD GPUs in 2026
   OCI will also offer MI355X GPUs to support large-scale AI initiatives, providing additional cloud options.
6. Activision Blizzard adopts Oracle Database@Azure for cloud migration
   Activision Blizzard adopted Oracle Database@Azure for its cloud migration. New services enhance AI capabilities and multicloud options.
7. Oracle Cloud Infrastructure Enables More Customers to Rapidly Deploy AI and Cloud Services
   OCI Dedicated Region25 provides organizations with flexibility and security in deploying cloud services amid growing data sovereignty needs.
8. Movandi raises $40M to enhance connectivity solutions in Middle East
   ITHCA Group's $20 million investment in Movandi aims to support its expansion and innovation hub in Oman for tech development.
9. Nokia launched high-capacity shelves for the 1830 PSS to address bandwidth demand
   New 1830 PSS high-capacity shelves enable seamless upgrades for existing systems and support advanced coherent optical engines.