TodayToday's edition
Topic
Placeholder for the owner: write a short, sourced introduction to interconnect coverage. Published stories are listed below. Do not add unsourced history or figures.
Chips
Google Cloud A5X instances on NVIDIA Vera Rubin NVL72 reach general availability in November, Google Cloud and NVIDIA said on Oct. 21, with up to 960,000 Rubin GPUs targeted across multiple sites.
Chips & Power Desk
Chips
NVIDIA announced capacity deals with six suppliers covering substrates, interposers, testing and co-packaged optics, including a $1.1 billion advance to KYEC for US test sites.
Chips & Power Desk
Data centers
Vantage has reserved more than 1 GW of manufacturing capacity for Heron Power's Heron Link, which converts medium-voltage grid power straight to 800 VDC for AI data center racks.
Chips & Power Desk
Chips
AMD is moving its ZenDNN CPU inference library into Intel-driven oneDNN and joining the UXL Foundation as a steering member, giving PyTorch a single x86 code path for AI inference.
Chips & Power Desk
Chips
Modal will add NVIDIA's Arm-based Vera CPU to its AI agent sandboxes after early tests showed up to double the throughput of an Intel x86 server under load.
Chips & Power Desk
Chips
NVIDIA's single-Vera BlueField-4 STX board at OCP 2026 halves the CPU count of its first CMX design, a cheaper path to KV-cache storage as NAND prices climb.
Chips & Power Desk