Line Rate

## Episode Summary

In this episode, we cover:

- **Dell Says AI Will Drive 75 Percent Of Datacenter Demand By 2030** (The Next Platform)

- [Read more](https://www.nextplatform.com/compute/2026/09/07/dell-says-ai-will-drive-75-percent-of-datacenter-demand-by-2030/5294882)

- **How Broadcom is quietly plotting a takeover of the AI infrastructure market - The Register** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiswFBVV95cUxQUjM5NkhVVnNhZWZBMTAxWHRudzZkQ3ZwdkMyLU1DWFFWcGo1SWNDZ0d1MWhiVGZ0Yjl6NnU2LUctM3ZTQkc3THFYYlhJOW10Rm1Ic3AzUHNvcXdSd3hhU2FGZDJGR3puS2xTdXJVbDB5ejVmZFJ6ZkhqaGRSdjRqeWxCdG8xOVNmZHZ3M19uWkVNT0xLWmVfcVBzZVRscXVKamdLNk9fUUNTcmxiVWhQQU41Yw?oc=5)

- **The evolution of Google’s Jupiter data center network | Google Cloud Blog - Google Cloud** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxNNXVHNWJoSWxsZnJ5Yl81TzgzM3dwN2tDbUVmNXRqV3RlajhyRzcwR3lBRlVkRkc0ZHA0aXF3VTRtSFQwWEI5eEtZOHU0TmM4aG50U3RHZXpoMXZrdkVaT05tM1pYMWtPSzFGa1VyTHhwNy0ya0lsYmtKMmhqZmMzc0dvTkdIV0xuQmpOTmJwd0R3MzlEYzRXbFhXNGVZQQ?oc=5)

- **Synopsys Announces Industry's First Ultra Ethernet and UALink IP Solutions - TechPowerUp** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPM3RRbWNRVWRXMThPMlNkd0UwVlpwUDZwcVJGQjhEUjJNSnhTT193cjdJUVEySEVQbzJrclVnc0VoQmFIWXFVNnhhM1VOVHJISGJReEZtMGQ0WkIya1RiRTR4eURUQnlUNFl1b3ZnTU9vUTJGZHZzNGV1WnVzdW9xNmhnM1g3cldvVW5nNkctMXhqVDA4ZDhleEpGaURrODVQRVhBY1hRLUZPd1RR0gGyAUFVX3lxTFB3akRYbFItai1tYzZ4ZnlBb1BzZFNvamdwVGZoeEdScUcwdWFZWDVnd1Faa3lRcGE1cERUbGdxalYwSXR0UWh0NlZBSUtvUTZ0c1NtSGxVMnI2cUpyWTExc3B6RWhhS2lCaWU1REFubjM2NWZEdFdOT3dDMW54UkF2Z1ZoNGlDaUdrTTJCVl96aEJTemhKTHJxNy1QaERjUzdKaTFPZmc1RThLTGxmc2stVWc?oc=5)

- **Traditional Front-end Networks Remain Vital as AI Back-end Networks Investment Skyrocket - Dell'Oro Group** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxNY2RwVi11a29CRTlIeGFYTEtTbWdHaThwUy10SzNZQnJHaDVUbVN3cFpMV241MGZjTzNoNE13UGl3WUIxeldaWTFrTWFyM3VleTJiZU5HOThtZjVES241OUtaeTBLSnNaN2tRUzNZeUNER2ktMkdaWlRySGdSaHZVYW5xcUIwR3lKUGE2NTI5SzF1NUt5QU9hNnRnQ1ZOVGRBdWtZc2N2NnVrdXV6a1ZYRW9R?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **In The Long Run, Nvidia NVSwitch Is The InfiniBand Of Scale Up AI Networks** (The Next Platform)

- [Read more](https://www.nextplatform.com/connect/2026/08/31/in-the-long-run-nvidia-nvswitch-is-the-infiniband-of-scale-up-ai-networks/5293474)

- **Scale-Across and DCI for AI Data Centers - Marvell Technology** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiZ0FVX3lxTFBJV1RIXzJVcGxCS3lLRklZVFphUnl6S3ROa3I1TzRDZXMtWXZiWEUycXkyamhVYVBZd1A0UkphSnNKWFduanM3V2lSUzF6Q3ZwbDUwM1lzTmpDSHBLSmZ1OU5PcWMzSEU?oc=5)

- **A New Era in Data Center Networking with NVIDIA Silicon Photonics-based Network Switching | NVIDIA Technical Blog - NVIDIA Developer** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiwgFBVV95cUxOc19DbjlsYXNqQzVSdWd6b0lmMkJIRm5CLThWRkdxcnY1bWszSWdyOGhIZFRGdFpXd2ZyQ0RPNzdhNEtwQmR2YVBJSUVCdW5ZdlRld1d5Ym8wY2hYbDVqZDFyYWJFVTVFMXJRVkFzcUQ0eDZNX2hXQ3F5SHBrLVNCZ0lEMjBmTG0xWEhxMmlyeU9EOUJaQ2VkS3l1TV9YaVBMTFoxUTBvQ0RCTmx2MlVHN2paX0swTllDRk5IZFAxMTRQZw?oc=5)

- **All AI Data Center Interconnects Will Be Optical Within 5 Years - Semiconductor Engineering** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxPVVZhSVU3YWFwZG1Sam5WbEtDMlJSUjFPNFItV1N2aS1Ebm1kcVdkTEdDNjAzVWpMOE8yXzhTaENOeElpdTZLV3oxSXQ0dWRkVkV2bGladEt4SjhsZGtCakRyWVdjSE5ZalBWTzBIMnJCV1h2TlVDYXZZTlM1am9PR19lWUlhcHpPR0ljRTN1MXBGQ21qcWRj?oc=5)

- **With The Carina System, QuiX Pushes Photonic Quantum Computing Forward** (The Next Platform)

- [Read more](https://www.nextplatform.com/compute/2026/07/29/with-the-carina-system-quix-pushes-photonic-quantum-computing-forward/5280744)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Google-backed Tapestry completes deployment of HyperQ AI platform for PJM's Cycle 1 interconnection review** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/google-backed-tapestry-completes-deployment-of-hyperq-ai-platform-for-pjms-cycle-1-interconnection-review/)

- **Data Centers Gaining Power - IDTechEx Explores Co-Packaged Optics - IDTechEx** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxOWE80ZHJRM1NWTHVHaW1Nc0FCWE8yRWZCTlpwMmtGMDh2cFBvNGJtcC1PQUhSWGF3WXFzUzNPSjRpUXRIYnlUb3hSNzN1ekwyaXNjOVhlVEJfTjhHT0VhUUh2YWRXOG92NnRCbE1xQ3Z4SGxEdVg5YlpVaFpTZC02WHV1VVBWR1NZU2pWSnVYUnVwa194MDFHNUttVkVSdGl3dzFtYzJqZGVTRGpfNWd3b3Q4LUk?oc=5)

- **The Future of AI Data Center Networking: CPO, XPO and Optical Innovati - AOI Newsroom** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxQRnpRTERiTkpmMDZNYnh5bjljbE9hTHRqdWZzTkZJVE41eUQ3bEFxRzZIWkJsdjRMbHFuN1BsckkyMm9FUDlzQ2luRHAtakRUNm5qX1dNQ1REdmo2ejFlVVB5VGZBUU5IRmstTlphdHFudy1uSk9ZcFIxZWdtTTFYcFI5RkJEdi1mSXRudjVRYWRKbjB1bk5aUG9mdU1pM3l1STg1R3N5RFdEU1M2Zk5Saw?oc=5)

- **Ciena intros pluggable optical engine to boost co-packaged optics adoption - Fierce Network** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxPOWRtM3YyUE1OazJRY0ljNmtlSkF5OWMxUWpEaEM1c1BKbm9lakJzWW9JUG11OUhxLWtKRDc4YW5oa2FkRE04dnB3ZVRaVzZ6U0tVeVlWVFkyUXU5dXFWaGlwNTc1cHV4M0Q4VlRvNGZ6N3U1OHFIY0xkd19ZR3F1Q0RkYVhRVGs1U09DbHcyTjlJeWdNT0oydDFJTkNBOG5YYWFNbVdwT05rM0drY005MWtn?oc=5)

- **Nokia strengthens leadership in AI-ready data center networks with successful end-to-end Ultra Ethernet test across data center switch family - Nokia** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMigwJBVV95cUxQMzZMeWVZSzFCaWVRdmRvRXZiZVJfSkIwZDY1MlNDbWNPMmxpUGxSRnBHeU8ydWF5ODE5UXFUTmlNQ2dCdFFjUEVGcVdzRWJIM2MzVEZjTDN2VUVfdTBtTzRjZGdfMHdzdFFaWGFBN1ZBQnU2MWhjbnhyU2tmajU2RUllaTk5RVpodzFqcW9rTkVXb1d3azE4Y2tVTktzX3FpcTlBUkt2aDVsSUlmSWMxQ21GR2RVWHVYTTZsaE1NRFk2MElicnRwRjYxT3YyektkY0d6Yi1KRm9zRzlzV0tJTTFqYXpmN0FmV3lwRGlTMldUOFJGVVVpYll5MXhJU3NzeWVV?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Applied Digital is building in the only US town to say yes to data centers** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/analysis/data-center-harwood-north-dakota-applied-digital-us-midterm-elections/)

- **Nokia hails end-to-end Ultra Ethernet test in AI data center drive - SDxCentral** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMioAFBVV95cUxOa1lBMGlLLWNrZURFZEJoZ2F0dXJyZEh5Z0p2Sm5KTlY2TnlUYkFjT2VDNEdNRXlhZ1NFN0M3VVA2dzc3S0lhZHlxdTJMSmQ1azVXRUdHRHc2NGVkVDJOZGhNU2JpVnBhdG9PWWZOck5lTGJXNmJkeFotcmVOdTNFY3B5SXQ5c1RxcE16SDM0T25rRFUxV3A5WUdTWHdkTzR4?oc=5)

- **RoCE networks for distributed AI training at scale - Engineering at Meta Blog** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPZ3BKcFNfTFdSNE53UVdFSDJCUzF5cWZMdDFnYnRfZ2R5OTFPRTRGZ3drMWMzNHdwYmdmMmthMnc4QlJITDg4RHVKdnpJR0ZXaFpKM3FHQkVzSXZGajZLMDhTb0hjbkZ5dG5qOVFXVXIweGt5cDV6cUowMlY2S2dad1p5MFd1ZGQ3Z0NfcEZJWFFFdW1WTVRXWmtQN0treXMyR1dIZjNiUHU4YmVu?oc=5)

- **Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too** (The Next Platform)

- [Read more](https://www.nextplatform.com/connect/2025/11/04/arista-modular-switches-revolutionize-ai-network-scalability/1653165)

- **Application filed for $8bn data center project in Quanah, Texas** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/application-filed-for-8bn-data-center-project-in-quanah-texas/)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **CPO Is Extending The Limits Of What’s Possible In AI Data Centers - Semiconductor Engineering** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxNLTl2bXlkSXFQQXVQdmxpYTdsek1TbTExaS1VY1JDMVBpVjFMQmRsSURCeHVCaHVIWHVRMEwwRHd6T2dfTE9HaHlDcE9HM3c3dHZEcDREbnQzX1lsYl9hblVGQWhYQUItbC1kLTBvVXMwSWdTYTZFcE0tOUhNUUVkamlCRWlITkFVa2FnWmNJNnF2RlRabURERA?oc=5)

- **Scaling the future: Why Ethernet is the backbone of AI Supercomputing - Cisco Blogs** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxOc0VXYUxZeHJxTWxhMTBfOVBzMG1qQ3dVYzM1VDFqZ3VyUzNGbEhLeWRSUkU3cWxuNXRVZDRJMWRkLThwUXVFRmlKMDV2SHV1VkpJRGZpUlBNWk9ROWhyVEtucS1xM0VkNzJWRmRfVGxsRG81eEdLbDZfZy1xVGFYazJmNnFUNnFVQW1UNGNMNFhKZk1GTWR4Y1hSVHRDYlVTRnNubElR?oc=5)

- **Mastering compliance** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/whitepapers/mastering-compliance/)

- **Data Center Networking Market Report 2025-2031, by Offering, Geo, Tech - MarketsandMarkets** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxQWWR4d21VZlNQVUszeHEyOVlaZ2hkd1pkN25TSElFT0d3cnZqR2VEbld4eDR3TmdjaTBrc2poNk1GNXdIdm80ZEU5M1p1SUZabWdkdXRkZ1R4cm9vTUpSRDNxakFXNTJaLVV3dWR5SkN0VlVmN05JZFBITHNfN1RJWjBVZGFENjl0WGxncmE0ZC1ZZw?oc=5)

- **Marvell’s Decade-Long Acquisition Strategy: Building an AI Connectivity Empire from Custom Silicon to Optical Interconnects - semivision** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMifkFVX3lxTE9WVXpnQXltejctN3dPUjJmWEg5WVBYRGN6RzB2VU1HQnZpZkFBRlBlUDBLc0l1dmdKLWNieUFFYU9VZHpQbmVVN1NZdVlaOWQwN3dxSFFnbFhUUzhTd0hIVVpjTkhjRHEtaHhXUkg3Zk1nSUMyNVhhclFFd0hIdw?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Optical illusion: Is co-packaged optics the savior the data center industry has been waiting for? - Data Center Dynamics** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMi2wFBVV95cUxNSVYyRnZTcFRrMzByalVJWXpSZUs4OGpORnZSVThnTDRqZ0lkZVZIeTNRWlBNTTRnQUY3dWhPSE9zOXdnQXdKdFRTWXRxMWZSUXV0VzI0cDhaNWNKQkxvc19aVzZCU0NQQThWU09fODkxZU5SYWNfN056dGhPUGhXM2F1NUUxLUFrVWVJdU5aMGUtSnVoSXpiSW5QaVowYmtjSU9MMWFVNGRRU2t4NFFkVWRSNXc2cDViaURHYmowTzRneEYwYTMxUElCMEtaUGY3bWZaR0NOYWVxanM?oc=5)

- **Disaggregated Scheduled Fabric: Scaling Meta’s AI Journey - Engineering at Meta Blog** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxNcm9nQ2U1WEVsRFBFal9SLVNUSXBlOVBNV3g4N2RoVVRFQmZjcjYtdGd5U0lNNGx1RnFzTkF2THJVZFZYTmo0SVdLSk56QXItX1YwaEpNMl9uOWZBeUNPRnVJNXV3TGZwY2wzVUI3LUJGREViN3JzWFIya1EzUjh6TzlTUHpBRXZBTFI4ZTNDV2pjNnpwQWtqSTU1Ql9KcEw4QTlTejVWYUNXWHV5NnVfZnFNUnRsV1ltZ3c?oc=5)

- **Introducing Virgo Network megascale data center fabric - Google Cloud** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxNSzFYemRneXc1RDFlWVFrNGExeWpxcXNCbHlCTUlHQ3h0QVlVcHQzVzZfakI3bl9aNTlJMm1MTXFialk2TVZic2xDai1ja3h0ZldySm9hSW9tdVo0SkFFeUhnRDBveEhzSnhfVTRtaDZMc1FSeTh4TkRWS2Q0eGtqaWdsTlFNWG1oVkpvbHpzSWg0RkJ4a3QwU2tkZmc?oc=5)

- **DTE Energy ups five-year utility investment plan to $44bn, cites data center demand** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/dte-energy-ups-five-year-utility-investment-plan-to-44bn-cites-data-center-demand/)

- **Qualcomm Has Eyes On The AI Inference Datacenter With HBC And AI250** (The Next Platform)

- [Read more](https://www.nextplatform.com/ai/2026/11/02/qualcomm-has-eyes-on-the-ai-inference-datacenter-with-hbc-and-ai250/5306954)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Build The Right AI Factory For Your Needs: Partner For Success** (The Next Platform)

- [Read more](https://www.nextplatform.com/ai/2026/10/01/sponsored-build-the-right-ai-factory-for-your-needs-partner-for-success/5300157)

- **Disaggregated Scheduled Fabric: Scaling Meta’s AI Journey - Engineering at Meta Blog** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxNcm9nQ2U1WEVsRFBFal9SLVNUSXBlOVBNV3g4N2RoVVRFQmZjcjYtdGd5U0lNNGx1RnFzTkF2THJVZFZYTmo0SVdLSk56QXItX1YwaEpNMl9uOWZBeUNPRnVJNXV3TGZwY2wzVUI3LUJGREViN3JzWFIya1EzUjh6TzlTUHpBRXZBTFI4ZTNDV2pjNnpwQWtqSTU1Ql9KcEw4QTlTejVWYUNXWHV5NnVfZnFNUnRsV1ltZ3c?oc=5)

- **APC Says Let There Be Light, With Raft Of Standards To Speed Up Photonics Manufacturing** (The Next Platform)

- [Read more](https://www.nextplatform.com/connect/2026/10/23/apc-says-let-there-be-light-with-raft-of-standards-to-speed-up-photonics-manufacturing/5304950)

- **IBM claims co-packaged optics 'breakthrough' for data centers - Optics.org** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxQN2FlbHIycEFrTmpwemttTzNlNHNYaGdoaVJNaGQ0bkFoYVhhS1VkN1Z2TkJCa1FKaXV3YWIyMXM0MmJqeF9qYUZ3NUFnRThfWFNEQWsyYXU5WFBzX2tsVWpSaDBXWjVSZV9wQW5xdlUzLWZuUEV2d2ZWZnZ0bzBZdnpSeXdtZ0lTc2tn?oc=5)

- **QuiX Quantum Shows Off A Photonic Architecture For HPC Datacenters** (The Next Platform)

- [Read more](https://www.nextplatform.com/compute/2026/07/07/quix-quantum-shows-off-a-photonic-architecture-for-hpc-datacenters/5267793)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Ethernet is winning the AI supercomputing battle - Data Center Dynamics** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxNLTFVaFZnVlo0S1o3MzItMmJCR2hMR1lNbkdmb09ZNlhrWHZlRGl2T0ZULWVIVVlycm5ia3RWczJDYmhlMUZtbEQ0VlJSRHlPZk9JRWVIUkR6NDgzdlhjZlBCNmd6ejdjSzB6ZWx6XzJTczR1TzJ6ZFhnaTVnMlJ1OTU0MTVHaGlBdTdGbXYxVEZpcW1HQTZhS0wtWXk?oc=5)

- **With The Carina System, QuiX Pushes Photonic Quantum Computing Forward** (The Next Platform)

- [Read more](https://www.nextplatform.com/compute/2026/07/29/with-the-carina-system-quix-pushes-photonic-quantum-computing-forward/5280744)

- **How Industry Collaboration Fosters NVIDIA Co-Packaged Optics | NVIDIA Technical Blog - NVIDIA Developer** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMimwFBVV95cUxOaEFTa195NnhaenFKSVN2eGQyVU1JTFZhd2xyTUNsRk9FeWxuUERWMGpDdmVWNGphN3ZzajdjUkJDcWpabGtzSkhaRjZiZk5WTFpNZ1hBRllHd2txbFJ3ZGNWal9XSmlEdVE0T0Rsam13RlhNOGFDQlQtOTd4MzRKdXRrV3dscVFIU0dIemprWjJhQk5MRF90ZDd4WQ?oc=5)

- **When One Datacenter Is No Longer Enough** (The Next Platform)

- [Read more](https://www.nextplatform.com/ai/2026/10/06/sponsored-when-one-datacenter-is-no-longer-enough/5301045)

- **CPUs are Back: The Datacenter CPU Landscape in 2026 - SemiAnalysis** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTFA3Ymg3QXR4WnZhWEE0N19DOW55aEZ1eEI0Wk1wUG5XR3BJN2JNdXpOUXRFd2ZSRDhEQy00blZrUFE5MmV6dWhBaXhra2lMbE5UdzFJR2tkWl9hWklLbEIzOGtqeFlMNXJkVTg1MkM4Q1lMa3dITzhiQlBR?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Co-Packaged Optics (CPO) 2025-2035: Technologies, Market, and Forecasts - IDTechEx** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1WN2NRU2ZaRUdvZ2JYTUtNRHVUdXZDOVQtNVRrcTVFbllyb3lHRnRxQmhoT3JnWFl5cXdYVnRGWm53bWtXU2ZiZFNCeDUxbXZxRENfcURqZTk3RTRUVHN6cC0wV1VJWWNTUzA2VDlXUXMxTXdYZXc?oc=5)

- **Traditional Front-end Networks Remain Vital as AI Back-end Networks Investment Skyrocket - Dell'Oro Group** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxNY2RwVi11a29CRTlIeGFYTEtTbWdHaThwUy10SzNZQnJHaDVUbVN3cFpMV241MGZjTzNoNE13UGl3WUIxeldaWTFrTWFyM3VleTJiZU5HOThtZjVES241OUtaeTBLSnNaN2tRUzNZeUNER2ktMkdaWlRySGdSaHZVYW5xcUIwR3lKUGE2NTI5SzF1NUt5QU9hNnRnQ1ZOVGRBdWtZc2N2NnVrdXV6a1ZYRW9R?oc=5)

- **Scaling the future: Why Ethernet is the backbone of AI Supercomputing - Cisco Blogs** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxOc0VXYUxZeHJxTWxhMTBfOVBzMG1qQ3dVYzM1VDFqZ3VyUzNGbEhLeWRSUkU3cWxuNXRVZDRJMWRkLThwUXVFRmlKMDV2SHV1VkpJRGZpUlBNWk9ROWhyVEtucS1xM0VkNzJWRmRfVGxsRG81eEdLbDZfZy1xVGFYazJmNnFUNnFVQW1UNGNMNFhKZk1GTWR4Y1hSVHRDYlVTRnNubElR?oc=5)

- **These 7 Stocks Will Solve AI’s Most Important Bottleneck - 24/7 Wall St.** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMioAFBVV95cUxQRklVNG9UTFVrdGlNT3l0TTFmWVI1OGR0MHF4TUVoRktySF9tei1oblEtSTN3WGZzbnlUQWc1Q0F5ZTF6VU1UWkcxNkxDVjlnZkxJQndFeGlSdHNQNHBCOEZQN3diVTM0U2pUeWRJblJ1TmI1cTZfQUVqUmRtYjhkVmdPVzVlLWpxejluamFRTnFYNUJBNGRLNXRqVkwyU1BM?oc=5)

- **Microsoft’s “Clea” Maia 300 Inference XPU Is A Bandwidth Beast** (The Next Platform)

- [Read more](https://www.nextplatform.com/compute/2026/10/13/microsofts-clea-maia-300-inference-xpu-is-a-bandwidth-beast/5302874)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **RoCE networks for distributed AI training at scale - Engineering at Meta Blog** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPZ3BKcFNfTFdSNE53UVdFSDJCUzF5cWZMdDFnYnRfZ2R5OTFPRTRGZ3drMWMzNHdwYmdmMmthMnc4QlJITDg4RHVKdnpJR0ZXaFpKM3FHQkVzSXZGajZLMDhTb0hjbkZ5dG5qOVFXVXIweGt5cDV6cUowMlY2S2dad1p5MFd1ZGQ3Z0NfcEZJWFFFdW1WTVRXWmtQN0treXMyR1dIZjNiUHU4YmVu?oc=5)

- **Building Prometheus: How Backend Aggregation Enables Gigawatt-Scale AI Clusters - Engineering at Meta Blog** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMi2AFBVV95cUxPUzY5YlI1LVFNRDVSTjJTUXV3dkkxMklzTkJDcy1iVnpOYW1ZRVBVZnZienpYVlN0NFpBclplUHNfWVNuZFEzMFJ4Rm9HZHhwYWFzME4zWFZ1bFZRV3dCMjVHa0VROUNqR0kwZ1RiOEhVSmxqRm1rNk9kbjhQLXB2OGhpbzhaUWJ3RHdDOC1zN0ItS1NzY2FwSll3QnkxZnlBejdRdDM2X0QzcHJsOE5KYnlpczZsRTItWkNNcUp6VzM1RG4tVjVmbGl0OGg4aVR2UjlkMkREQ04?oc=5)

- **IBM claims co-packaged optics 'breakthrough' for data centers - Optics.org** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxQN2FlbHIycEFrTmpwemttTzNlNHNYaGdoaVJNaGQ0bkFoYVhhS1VkN1Z2TkJCa1FKaXV3YWIyMXM0MmJqeF9qYUZ3NUFnRThfWFNEQWsyYXU5WFBzX2tsVWpSaDBXWjVSZV9wQW5xdlUzLWZuUEV2d2ZWZnZ0bzBZdnpSeXdtZ0lTc2tn?oc=5)

- **Co-Packaged Optics (CPO) 2025-2035: Technologies, Market, and Forecasts - IDTechEx** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1WN2NRU2ZaRUdvZ2JYTUtNRHVUdXZDOVQtNVRrcTVFbllyb3lHRnRxQmhoT3JnWFl5cXdYVnRGWm53bWtXU2ZiZFNCeDUxbXZxRENfcURqZTk3RTRUVHN6cC0wV1VJWWNTUzA2VDlXUXMxTXdYZXc?oc=5)

- **Could Nvidia's Revolutionary Optical Switch Transform AI Data Centers Forever? - IEEE Spectrum** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiV0FVX3lxTE5fdGhrQ3BCaXM1VjZxdjJ6b2twODlPQkVjR1dlWVhPUUh3eTlOcUdhX2pBdWYxNjJIaWJuQlEwNTRsUVUyeC1UR1prWXYyNkpaeTlXSEFxYw?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*