Artificial Intelligence

CoreWeave is taking its AI cloud to India. On October 8, the AI cloud infrastructure provider announced its entry into the Indian market through a collaboration with AdaniConneX, with plans to develop 240 megawatts of data center capacity in Navi Mumbai.

The network is becoming the computer — or at least the backplane. On October 7, Arista Networks announced an open Ethernet rack-scale portfolio designed to power high-density scale-up and scale-out AI infrastructure, extending Ethernet into territory long held by proprietary interconnects.

GlobalFoundries and TSMC are teaming up to bring a critical piece of the AI chip supply chain onto American soil. On October 8, GlobalFoundries announced a $2 billion, five-year manufacturing agreement under which it will produce silicon interposers for TSMC at its Malta, New York facility — making the site the first U.S.-based source of the components.

Microsoft wants your next AI workstation to sit on your desk, not in a data center. On October 7, at an event in San Francisco during the city's Tech Week, the company opened preorders for the Surface Laptop Ultra, a 15-inch notebook built around Nvidia's RTX Spark chip, with availability starting October 16. Pricing starts at $2,599.