Line Rate

## Episode Summary

In this episode, we cover:

- **Lightmatter unveils Guide DR laser NIC to support CPO scale-up - Data Center Dynamics** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxPUGJ0VWFMOGplaXhvSXd4anVScHFjTWlocldKLVBfSkNkVTRyVFhCZl9EeVdWbXVIUXFxTUxaUW1JRS1WLUsxWHkydlRNTzd6RjhsZXlLajkxM292VnJWR01QTUdLbHhzVlV6Sk01TFZSdS12aWZhZG5EOGlfQ1d5U1dVbEtkdU1vYTE3UGZfOGptdUFZWjZkTmJCN3dMV2t6ZmJEblg3Tk5Vdw?oc=5)

- **Short seller bets against Csquare, says data center firm's shares are worthless** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/short-seller-bets-against-csquare-says-data-center-firms-shares-are-worthless/)

- **An introduction to rack-scale networking - The Register** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOaGxzM1hmR05BRkNJNmhhWHpRMU9PNTViQjZXWm9qTVdGNk1qYUhhWElzcUlvM0RhVVJTYVJVSHRPcTh2ZVkwUl80V2lVbkFiQkstaUhVc2xtRzZhYU1XaTREeHFLWlRPeUY2WWJ4cElzeEgzSkI3SHJxLWd4VWVtWWVobm42SzlLcUM2UU83X25QalEtV0F1OEx6aS02NTd0UVNlQy0yVQ?oc=5)

- **Marvell Introduces 1.6 Tbps LPO Chipset to Enable Optical Short-reach, Scale-up Compute Fabric Interconnects - Marvell Technology** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxNRC16SjVEUmNtNkN2dG5Tc19jVU1VOHBBQ1hFNjZIbDRYNWxoOVNQYU9oemU4SzRIc2c5Q19CRFg1Z1Z1UUUyNGxfY0JGNEk0MzN5LUlkR2JONWFGMS14X1NaSVJyYkdKN0dKamZqN0tBcktDa0tLQ2ZvZ21QR0taODJYYWxCbld2R2FHY3J3?oc=5)

- **VIAVI Launches Industry's First Validation Solution for Ultra Ethernet Transport, Accelerating AI Data Center Deployments - PR Newswire** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMihgJBVV95cUxPcDdBUzBGUVBTX3kwV0k1ekJmaG5DRzZBTkkycVU2enRFNTljc3lsSG03dnVYSWxpcFQzRWlWSU1uX3JJajFDZTZvZy1fbXdtenZEdGtPT2ZnYlZmdmQ2UlpSUTVCYXp0dDNSY0tWcnBWS21OQmtucjdVa01WZGFHWnBUTGtuV2txNEM5eHFHTHZVNkZVZ1YtUTZRaGFERHROMHVMMzZkVFlYTExXYmhuQ2l6VWV3aDZfMnFnZ2tjUGh1OC1xdmFaZlpmNXdHNjJndEJBcUNYRHJZSVYwTmp0UER1RzlWbmYxMEpnS0JFMjg3YXAzNjFsRzZCZ0hEa1E1UDBPYVdn?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Coherent Stock: A Buy Driven By Robust AI Datacenter Optics Demand (NYSE:COHR) - Seeking Alpha** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxQMnhCTDI5N1AycHhMaENYNzFnb0dnbVMwb1J4MVA4b0hxeFFRdnM2RHQyNmNoUFVkX2UtREtYeS1fc2NvaXRSdmxEamQ2NXg1eW9fZXg4cEluVEdzZldYSlB1MmUweXg0NDA4ZllrcmZSOVJrWkFCYjhBeTRCNUhaZ3Fqc3VWdE50NkxxSEplT29lMnppS1k1UTRPQnVCMDBhampR?oc=5)

- **Evolving AI-Ready Data Centers with Cisco Full-Stack Solutions and Pervasive Security - Cisco Blogs** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxQUW9MbEt1OVBlMmJkczVVbjJrSHFMV2p1MkRGZzNGcnh5TFI2VHRSV29LTzZHdkdISVFtN1JsU1Q4UlU1c1Jta1BwMUVMM2dtUlp4UzM3cDhTQUpsOXUyOHRwT3ptWXhzTU9YdENWamVxMjV4TW54VEdZeXZoSWhNeTg3aVlxVW8wRjBjOEprWG96NTZVYWo1RGNOcDBxbkFHQk9xYWNBbzhiSlk0MERoeXJRVjBOOUZZU1M3WA?oc=5)

- **AMD's Helios bets AI networking on open Ethernet - Fierce Network** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPRDkzVUdTdmU5d29LaXhNY2ctWkVlNzh2bG1VSkF6elRVUlJTZk5FVjRKWHZMdG81aXFxOC1WU3FHRzdhSlhlODA3UEgwSG43N1gxZ01fUkZCWGZoamw5Y1lST01GY05hMEVXVlZ3eDJMcENTckZacE9nLU5qT3hmOTVqcTNNaGgw?oc=5)

- **Ciena makes the case for hyper-rail photonics in data center fiber networks - Fierce Network** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMirwFBVV95cUxPVU0wMzdpaUlmWTIyT0I2OXFWc1JBdGt6X0tETlZSQW1pV3dpNmhNd3NJOS1TTDdoOXlneE0zYjd1YmpLZlY4clU1Q0NYMXljbkVrdzBOaHhDOE1ONVN1NU1tVDMycFdubWxaSEdRWXNFUl9IODRqN0JfQ1JoczQ0ZnEyT1lmQllJdHVuTmc2N2I3dnpTeVZiT18xaDB3dEFKU1pWcjdBeENCQ2VpbXZj?oc=5)

- **System-Level Design For 1.6 Tbps Interoperability In AI Data Centers - Semiconductor Engineering** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxNdTVCVUIwY0loYjJTVU5fY0tkQklrTGNTcnNyemxJcG5SSC02VkItLTM4NnU4cERkUHRsYjlxZGdRVDhvSG1wTGhIRm9obGpZWDA4UUVvY0VEN0E4SEhtYWlmZWNsTWFzbFI2N2pyRGVva1M4SjhQUU0weWFXT05fcEdIYU9DM1U5eWR0SWJ6ajZVOS04V3VwX3dlbkhvdw?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **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)

- **AI shifts data center bottleneck to communication, optical market to hit $112 billion - ET Datacenters** (Google News: co-packaged optics)

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

- **Three Physical Walls Are Hitting AI Datacenter Infrastructure at the Same Time - And the Compound Effects Are Worse** (The Next Platform)

- [Read more](https://www.nextplatform.com/compute/2026/10/23/partner-content-three-physical-walls-are-hitting-ai-datacenter-infrastructure-at-the-same-time-and-the-compound-effects-are-worse/5304697)

- **Optics Still Driving Marvell’s AI Business More Than Custom Chips** (The Next Platform)

- [Read more](https://www.nextplatform.com/connect/2026/09/02/optics-still-driving-marvells-ai-business-more-than-custom-chips/5294018)

- **Qotom Q51551UT 4x 10GbE and 6x 2.5GbE Mini PC Review** (ServeTheHome)

- [Read more](https://www.servethehome.com/qotom-q51551ut-4x-10gbe-and-6x-2-5gbe-intel-mini-pc-review/)

---

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

## Episode Summary

In this episode, we cover:

- **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)

- **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)

- **NVIDIA Compute Architecture Paves the Way for Scale-Up Optical Interconnects; CPO Penetration in AI Data Centers Expected to Rise Steadily, Says TrendForce - TrendForce** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTE9NXzBDVFNBdm5fMFRoT0dHQWtoMnp6ZksyR2hxRlhDb2NKRGVuNUJjclVDZUczOTZ3Z1dKV2dmT2ota1BVckh4eGhEeXNKZElLV2JDQ3EzZE5qTm5PYXBkOGxIOGJldi02VWFVMS1Mc0I?oc=5)

- **Co-Packaged Optics: powering the next wave of AI infrastructures - Yole Group** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOQVRFb2pCZzZoRk1rVndPb1Y3MUdSSmp3QmxqQzNuSTlOMFRsaXpOU0VVZ3ptQTZBODdPY1U0SHhaSU1oSzBoeFhzeV9CWVpvOWxJMnJteVJHUnZNWXpUdEhSWFdoSGNXY01laU9NQl9ZYWUzc2tocUc3azN1YzE2U0tmTFItbVVzb0M3UjdGUFFFWXJhV1lQeTFSTC0wUktVQ3NRQVhYTQ?oc=5)

- **Photonic Packaging Market Size, Share, Trends - MarketsandMarkets** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxOR2hQN2pyNXo2Qzc1cnJHMFVLUFpOeEs3cE5pUWx6eEpuX3VPQ3dSNEJWU1RjblBGeXVuUVd6U1M0SlNud0JKLUpiTXB3ZE1XbHhxVUVrTTZiZ0JjVmlPYjNNQ1dQNzhIUl9XM0I5SDNETWltcnpYTzVKdGRLMlIyRzBhWUVPTU9kUFYtVktmX0JFZw?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Molex to Acquire Teramount to Expand Co-Packaged Optics Capabilities - citybiz** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPMTdjSUdSSmhFTmhPU1RIdU1fOFdXUldOdzRlRk5kMllYQ3dtREZRMHNwNXFiOWkyajFtTWxia3g0MlBIb2wyQV82WUJpcEJhNkZiaExKUFVTLUhuRlJwS2pETHJSS1ZXek9rMmNTb1JoNHJiQnl0bll4Tk16N05Yb2QwTkY0WVhXOXFjTkVLeXRMMjdTQlhWY0N0UFY2RHdYQlNBN2hRNlhKUVE?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)

- **Sivers & GlobalFoundries Advance AI Data Center Optical Solutions - Sivers Semiconductors** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPR1l6WTE3NnF5ZnJacUZMaGJWelpTSXBpNVZpSmFJdGhnV3pFbjZEQTE3NHhsRF9aSzU5OEtGSE1fTEVjTWR1QnlpdnBfNG9zczlSRzlSX1F2eGtKQmV5cEJjRGc4NEhwWXc0UHZ4V2pWUnNMenFySlBCQ0FuTjNQSVhlRG5CZ0N3WTlSdVdCUlh3RW1zUGZ4cTBLdjZpSkRrS1NraXcxZmVVcEhD?oc=5)

- **Ayar Labs and Wiwynn partner for development of co-packaged optical AI infrastructure - Data Center Dynamics** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxOY1owcG5zS3pPdVNHeWViYktRYzQwY0gwbFZKaXhDbnJ5Z0d3dW5ncks2NEJCa28wTnhZcmV0MEJ6NFp2VEpqRFdvaG5HMGZvb0lvWnY5NHFwLUZKYWxsQnlHNVBwaVgwYkpqVk1HQnJiY0xhdTlvd2otSEJHd2JXNXN2dlhQRENvMGNpLUNGX2lPTXROTEVkR3VPRThITHhOTXBZeTl4ZWlXQXBydUFNVjJobl9CM2dOWk14SUxtQ3l0N0JqOTRHaA?oc=5)

- **GlobalFoundries, Corning collaborate on co-packaged optics - Optics.org** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxQMDVUMDE1aGtRMlJPVnQ4eENtVTZoTVg1TjlXUW1rTE1vQTlmeWtGanR3NE15Z1VJRi1mSGFZUWpTaFB1N1hKOWQtbE9jRHdXV3JFUDBHVk80YkM0dURkX3RYb3dhckZJbDY1Vy12cFFJS0V2S09mb1o5MUxEamI5T3hMdmR1M2Jf?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Co-Packaged Optics Market (2035): Optical Engines, Silicon - openPR.com** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxNa1BHdEtlcjZSdmY4TUlZT2JoSVdZdlFhTEktcEVrcnFyeXplLWtyemdTNGMwdmhaV0plQktLWVgtWE4tSVdMLXhkeHMzOE1abHU3Si1kSTIxdWsxNXgxSFJraXZxekRBbF9UQTc5Z0R0NmJfNFo2bDZZUmRDcGhpak5SQ0FDNTR1TTFyaXFSY0FhZV9G?oc=5)

- **OCP Summit 2025: The Open Future of Networking Hardware for AI - Engineering at Meta** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxONkJ5TDA2WnpINGxNLXA1T0pxTVRsMlZUNUJDWG1kM3ExRnRKajM4RmhUazlza3ZhNEdES1JuYjJHTXh4ODAtV1gydkwtdVRLSDRNMzZxSjNHT1IyalI4Y2JMdnk4eWxNM2U4WkJRa0MwNU9VR2ZhSUp3TWpNTGczRDVXM0lGTkxZUGlUOVN6QWJncnZkQ1BvMENTeWJrZW1CaVZCdm1FMWlTSDZ2Ni1jR0c0ZFNLdFhFVXNwRA?oc=5)

- **Scale-up Networking for AI: Multi-Protocol Interconnect and Optics - Marvell Technology** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiYkFVX3lxTE84emFGai1mLTUxb3NpWHk1RUxnTndvZUduaFBHQUt3d25WRExnVG5jS0Z5VDMyUkQzYXB0ZmE2aXRYX0xVeGlvX0J4TDY1U25WOVcxdVhSaEo3LUlrblJkTzRB?oc=5)

- **Lite-On Technology Invests $34.3 Million in Singapore Optical Firm DenseLight to Target AI Data Center Optical Interconnects - BigGo Finance** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1GMzJNUDQyMHlDZmxHN0dPUlMyQ0RfZ0dMYzFudE5aaUJxN0doaEhoaHZfdDV3bm1wMjdrUkNqLTNfOEVaRGF1YUlBbXhWN1A5dVlMZENTUVhTTGMwQ3ZuNDVIUmd2WEUzem1PaVJkd255RmNjd0E?oc=5)

- **A new AI switch is fully liquid-cooled and designed to use less power. - Stock Titan** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxQNkwxRGVKY0lXdkJsRzFkczFyVFR0c0JwQ1NxYXRtNFFURTE1a2V4d2U5N21BeUNKWC0xV0ZVUzRxeGJWUmVQd2lsOGVHVXZGdGozVlpMa3pqUDZkeldHMXVFdnFpOWdMVzJXVFdFOC1XQ1BJRGVoR0dxNGRKZ0NXLVhIbEJERlZoSXhObkJzWU80bEhnWHhycUpjUmN0d2hWeEt4Qk5IQ3NHZHJoWUJFVFdSYS1KdjNwcmtERHdn?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Nokia Tests Ultra Ethernet for AI Data Centre Networks - Data Centre Magazine** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxQY1cxRUlhTlh5dDBTSjd3NjYwQV85dXlVM1V4RTRGeElzUVYwVnh1LWZzWS04MWQwdmJid0NGOTNHaG9DMldLNDJvakp4blU5S0hSMFlwT3M3bG12c21rVkE3dXpuTFdMLWZHOEl0bWt2ZWhyOU8wQW05NUNnTlZ6VFB3WlFwdXlreFFQU2tXTUhLd2tu?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)

- **Celestial AI Secures $250 Million Funding to Revolutionize AI Infrastructure with Its Photonic Fabric™ - Business Wire** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMi8gFBVV95cUxNLTFXMk1reGJ3cVcxYVFCMG9zRVR3aUMySW9takpzRVRfYkFLVnRNakdVYXlwam5Ubkp2WDRCWHhyU1hZRVZMQ1Bac2JqblVBX2RBZHVlV0RyNG9JbGlmeUhzdElCeVlyTVhqdVFkZ1QzQkpqUTd5dmxGd2c3YmthSmJGYVUzZm1rUHdOOV9jZFFZX1l2YkNRZGRlMGtyblEyWHhnd3YzaFlJWk9BQTJQZmJrYnBTUzBZX3ZtUGZndG5XTlRlUHNMRWpJckc5aHJfdER2UXk1UmpQRnVJZEhTRXNqLXpjbjJ0WjdMT0xJQkJtZw?oc=5)

- **HPE Sees No Customer Pushback On Rising Datacenter Equipment Costs** (The Next Platform)

- [Read more](https://www.nextplatform.com/compute/2026/09/08/hpe-sees-no-customer-pushback-on-rising-datacenter-equipment-costs/5295102)

- **Photonic Fabric™ Technology - Marvell Technology** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiakFVX3lxTE9DLW9uVDdhOTBGek9JSTFwTDYtYXI4bXdTMXFIaEQ2bnU3WlVxTkdIemhkemVia2t0ZHlkTnk3a0lMbjJUaWUtUk5PNUdsSDVFZHFGTXVmcDVwOGxKXzFBUzkzcjYzOEdqX3c?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **7 AI Infrastructure Stocks Beyond the Chips - The Motley Fool** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxPNlgyYk0wd2E3UG1hN3kydjFPTkRTd2hJaXFvb0tXS280WWpkLUNPVUxQMkx3dlU1bUVVclNjYVpGNDVKYVpSRTFvbXlZUkRva2FWSl9Rb3ktc2tjWkFUSndKUG1oY25leU9VLUgtMU1uVEw1azVpbjc5MDFnS2t5azNvOGZ1Zm1ia1VBMmJ5bw?oc=5)

- **Arista Networks Is Morphing From a Data Center Networking Vendor Into an AI Networking Powerhouse - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBGd1BpVjNMTXdGbU80S2c4YWdzM2Zva2loeGlDdi1QTG5OSl9TN1JVel9JNVpSeWcwNmNzV1k3V3dKUjQwc3RZQUIxWEdBODdTa3VVM3YzbEMzcU9JQnZfLUlyRG9EZGFrbXc3a3hfb016MVJQbUpTdmJHZV9UYnc?oc=5)

- **Jim Cramer Says Skip Poet and Buy These 2 Proven Photonics Stocks for AI Data Centers in August - 24/7 Wall St.** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMi1gFBVV95cUxNRk5pWXpMMlVEb29JNkFWaHhQT256NlpJZTJKdHdVbVhOSHRzcGgzbmw2YXNyV2dWQzJxc2M0VzE4aXlmdzluY2xibENTTWJLRDdXN01jejFHZzlZUWxwenI5MkFUOGNFY1VsVjhLV3d5ZEJObVVtU1FCOTJ1U3M2SGRlSXBKWDQwWG9pcVVRcFJlWkozSzBfQ19XcEJZYjZvb29WbmJRTjhPWDZhVVZlUnJDMDFTWklzZ2U4bG1sU0xHX0tpemlOTURudzU2VGNqYkFESkpn?oc=5)

- **The GenAI Boom Accelerates And Transforms Ethernet Switching** (The Next Platform)

- [Read more](https://www.nextplatform.com/connect/2026/09/20/the-genai-boom-accelerates-and-transforms-ethernet-switching/5297603)

- **Marvell Expands SiGe Capacity With GlobalFoundries for AI Data Center Optics - Konsulteer** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxPVXhYb2d5cGhFWFg1SjMtNDc2N3A0TVlVTzRPN0FFRWlyYlQzbnVpTHNjMXJ2eWt4bzhpVWJUOS1yR3ktZVdYUl9hUEJJT1NRTnlaOGt2YU5ySF9JWFI2MVlXU2RXTWpCTFd2Q0doLVZLTjNSOENKdGFXV1pZa2xsN3FzSDVMSlUwTUdCUHhmdk9QQTlTTDZ4Ynd5VjJUZFA3SS03STFKRDRsSDl5X3REQw?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Why Ethernet Matters for AI Networking - Nokia** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE5JMzdfV2gzbTdiZzVFWm1RSmRIdWlRNTNTRzRjZUJ5UjJWVmpVRTdoWDZSWVNkNTZDTElQMHNMYUlNeThEU1JQOF9pWmdoU0ctbXBadDh1NE5hak53OHoyb05PcWIyNmR3d3VEd2Z2bFpZSFZm?oc=5)

- **Optical switching startup Salience Labs raises $125m with AMD and Intel participating in round** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/optical-switching-startup-salience-labs-raises-125m-with-amd-and-intel-participating-in-round/)

- **UK council launches heat network feasibility study for proposed data centers near Didcot Power Station in Oxfordshire** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/uk-council-launches-heat-network-feasibility-study-for-proposed-data-centers-near-didcot-power-station-in-oxfordshire/)

- **What Is Ultra Ethernet, And Who Is It For? - SlashGear** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxQNndDcEp6dEZ1cnlodm1DMUdTTmlGUExxT2VuY3JCRTF5Qld5OF9tMnRON3FKR25VUVh4d2tBZ3JtWTJkY256ajdFZGJEMEc4cC1tdGpGSmFSWkc4N1ptTVZLVENhN3ZIbzBkNU5rNFI5eFgwYUV4Y21Ndnk3QWQta0dLRnc?oc=5)

- **Nscale's Glomfjord data center delayed, site suffers leaks in cooling system and a fire** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/nscales-glomfjord-data-center-delayed-site-suffers-leaks-in-cooling-system-and-a-fire/)

---

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

## Episode Summary

In this episode, we cover:

- **The Aspirations Of HPE And Dell In The Quantum-Classical HPC Datacenter** (The Next Platform)

- [Read more](https://www.nextplatform.com/compute/2026/07/13/the-aspirations-of-hpe-and-dell-in-the-quantum-classical-hpc-datacenter/5270664)

- **Everspin demos CXL-connected MRAM memory expansion** (Blocks & Files)

- [Read more](https://www.blocksandfiles.com/architecture/2026/10/01/everspin-demos-cxl-connected-mram-memory-expansion/5300563)

- **The Battle to Scale Up the AI Data Center - EE Times** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE5RU0ZxS0FFel9HY2I0akwzU1NneGtTWF9LbkFQX3hDOXNmdVcwQzNwQkNGS3RSU3BTcVFHZktnd1ZpRWlmcFMxRWZLM280eG53Z01hTGd6cTdzc0dRMHNOcEgwNElrS0NmU2tQcWpGXzJBQ1Ns?oc=5)

- **Co-packaged Optics: Powering the Next Wave of AI Data Center Innovation - Marvell Technology** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxOWnFDdTFTcllKTzU3MFZmN0taa1V3RVdJZDhUejI0endOWnNENjBCR2tnT3JuR08zeDBBamNZOU83VjcwRDN5YUs3T1ZBU1JYV3pCaFhBa2l1bFg4Wmo4YlRINFpiZW5LUld6aXJ2N0NmRC15MjlWMmRiRGtaYThydlYxN01fNU10bnI4?oc=5)

- **ECOC 2025: Coherent's Progress in Optics, Modules and CPO - Simple Tech and Trend** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTFBoVWRYaldaNmNZUjlrQkNBMThKVnN0R3UwQXlGMW8wdzZ2UGVRcUEzelc4UHhobnlaOVRNX2EtTFpPOHlMWV9Ec2djUEhPOVBxRWUxeEFLc2ZDaVIwb29HdjcyamV3SUxlNS1nZWNWZUpGQWgtZUpfbHln?oc=5)

---

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