Optical interconnects are essential to solve the power density and bandwidth constraints of AI data centers as copper reaches physical limits at higher compute densities.

Broadcom's co-design of custom XPU chips tightly integrated with foundation model architectures represents the new path for AI compute, moving beyond generic GPUs to model-specifi…

Palantir's ontology/context layer that embodies cumulative enterprise knowledge is the exact architecture needed for AI agents to orchestrate proprietary data and token flows.

Moving compute to space via orbital data centers could unlock a radical rethink of terrestrial data center constraints around power, cooling, and land, with SpaceX's launch capabi…