
Ayar Labs Raises $500M to Wire AI Chips With Light
Ayar Labs closes a $500M Series E backed by Nvidia, AMD, and Sequoia to mass-produce co-packaged optical interconnects that replace copper in AI data centers.
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Ayar Labs closes a $500M Series E backed by Nvidia, AMD, and Sequoia to mass-produce co-packaged optical interconnects that replace copper in AI data centers.

Nvidia invests $2 billion each in Lumentum and Coherent to develop silicon photonics for next-generation AI factories, signaling that copper interconnects have hit their ceiling.

A 439,000-worker construction shortage is delaying AI data centers while electricians command $200K salaries and Big Tech scrambles to fill the gap.

Up to 500 protesters marched through London's King's Cross tech hub in the largest anti-AI demonstration globally, demanding a pause on frontier AI development and democratic oversight.

Trump's executive order threatens to sue any state that regulates AI, but Republican governors, Heritage Foundation allies, and grassroots conservatives are pushing back hard - with Florida's AI Bill of Rights as the test case.

Huawei debuts its Atlas 950 SuperPoD at MWC Barcelona - 8,192 NPUs delivering 8 ExaFLOPS - marking its first overseas showcase of the AI supercomputer that directly targets Nvidia's cluster dominance.

Complete specs and analysis of the AMD Instinct MI440X - a CDNA 5 enterprise GPU with 432GB HBM4, 19.6 TB/s bandwidth, and TSMC 2nm compute chiplets.

Intel Crescent Island specs and analysis - an Xe3P inference GPU with 160GB LPDDR5X, air cooling, and a cost-optimized approach to AI serving.

Complete specs, benchmarks, and analysis of the NVIDIA Rubin R200 GPU - the post-Blackwell flagship with 288GB HBM4, 22 TB/s bandwidth, and 50 PFLOPS FP4.

Qualcomm AI200 specs and analysis - a Hexagon-based inference accelerator with 768GB LPDDR per card, rack-scale design, and a focus on inference TCO.

AMD Instinct MI300X specs, benchmarks, and real-world performance data. 192GB HBM3, 5,300 GB/s bandwidth, 2,610 TFLOPS FP8 on CDNA 3 chiplet architecture.

AMD Instinct MI350X specs and performance estimates. 288GB HBM3e, ~6,000 GB/s bandwidth, ~3,600 TFLOPS FP8 on CDNA 4 architecture at TSMC 3nm.