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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.
NVIDIA is reportedly connecting GPU-owning AI companies with Nordic data-center operators that have available power, land, and server capacity. The strategy expands NVIDIA’s role from chip supplier to infrastructure orchestrator, helping customers deploy GPUs and secure future chip demand.
Rapidus is pursuing mass production of advanced 2nm semiconductors through a large-scale Japanese national project. Instead of matching TSMC’s scale, the company plans to compete with RUMS, an integrated one-building production model designed for diverse, lower-volume manufacturing.
Anthropic plans to let business customers retain data for its most capable AI models on their own cloud infrastructure. The planned safety system, expected later this year, would still require a 30-day retention period while moving storage control to customers.
Merck與Moderna宣布，個性化腫瘤疫苗intismeran autogene在黑色素瘤III期試驗中取得陽性結果，與PD-1抑制劑聯用可顯著改善無復發生存期及無遠處轉移生存期。該療法利用患者腫瘤突變資料與AI篩選新生抗原，為每位患者製作專屬mRNA疫苗。
Moderna and Merck reported that a personalized mRNA therapy, intismeran, combined with Keytruda met key recurrence and distant-metastasis survival endpoints in a prespecified interim analysis. The approach uses AI to select up to 34 tumor-specific neoantigens for an individually manufactured treatment.
British AI-chip startup Fractile is reportedly in advanced talks to raise funds at a $6.5 billion pre-money valuation. The proposed valuation is more than six times its level three months ago, following a chip-supply deal with Anthropic.
OpenAI reaffirmed Zero Data Retention for eligible API customers using frontier models. It also previewed Private Safety Processing, designed to support advanced AI safety work without compromising customer data privacy.
Marvell and Google are deepening their partnership on custom AI chip development. Marvell is giving Google the right to purchase up to $12.2 billion in Marvell stock, strengthening their long-term alignment in the AI hardware race.
OpenAI said it will enhance safety processes for paying users who access its most advanced AI models. The move responds to customers using AI for increasingly complex tasks and handling more sensitive information.