Zacks Investment Research on MSN

SMCI's rack-scale AI strategy: Is it the next growth engine?

Super Micro Computer SMCI in its first-quarter fiscal 2026 mentioned that it scaled up to an internal power capacity of 52 ...
Seeking Alpha

Marvell Demonstrates Silicon Photonics Light Engine for Low-power, Rack-scale Interconnect in AI Networks

Highly integrated optical engine enables lower power and reduced latency for high-bandwidth LPO and on-board optics 1.6T light engine contains linear driver, TIA, and silicon photonics chip supporting ...
Computing

Qualcomm unveils new AI engine and enters the rack-scale business

Chipmaker aims to boost inference performance of rack-scale systems to compete with Nvidia. AMD also wants a slice of that pie. Qualcomm is introducing its new AI200 and AI250 AI engines aimed at AI ...
Yahoo Finance

Marvell Demonstrates Silicon Photonics Light Engine for Low-power, Rack-scale Interconnect in AI Networks

1.6T light engine contains linear driver, TIA, and silicon photonics chip supporting 200 Gbps per lane, with embedded microcontroller and firmware in a single package Demonstrated at OFC 2025 in a ...