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Nvidia announced full-scale production of its Spectrum-X Ethernet Photonics co-packaged optical switch for AI factories, using 200G-per-lane links. SK hynix simultaneously published a CPO technology roadmap targeting over 100 Tb/s per node, sub-1 pJ/bit energy consumption, and sub-10 ns chip-to-chip latency.
AMACO’s $1.5 billion HERCULES project in Kenya combines electricity generation, cooling, and AI data-centre infrastructure. Its initial design uses liquefied natural gas to reduce reliance on the national grid, with future support for renewable energy and hydrogen.
Chinese technology companies are building large AI data center complexes in rural provinces to use surplus land and energy. Huawei and Tencent are reportedly developing infrastructure in Guizhou under China's “Eastern Data, Western Computing” strategy.
Seasonic has launched the Prime Enterprise RX-1600, described as the world's first 80 Plus Ruby-certified 115V ATX power supply. The 1600W unit reaches up to 95.4% efficiency, with efficiency of up to 95% between 20% and 50% load.
KPMG UK Chief Economist Yael Selfin says rising chip and AI model costs are filtering through the UK economy. However, higher household energy costs remain a much larger inflation concern for the Bank of England.
TerraPower’s nuclear power plant may hold a strategic advantage over competing energy projects seeking AI data center contracts. The article highlights nuclear power’s potential role in meeting the rapidly growing electricity demand from AI infrastructure, but does not disclose the reactor’s specific competitive advantage.