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.
Networking
Nvidia Pours $4B Into Photonics for 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.
Mac Studio Clusters Now Run Trillion-Parameter Models for $40K
macOS RDMA over Thunderbolt 5 has turned four Mac Studios into a 1.5TB unified memory cluster that runs Kimi K2 at 25 tokens per second - a setup that would cost $780K with NVIDIA H100s.
