Intel

A startup backed by both Nvidia and Intel has raised $145m to move optics closer to the accelerator

Once an AI system spans dozens of racks, the link between accelerators stops being plumbing and starts being the constraint.

MLPerf Inference v6.1 adds RAG and agent tests, and draws a record 30 submitters including Nvidia's first Vera Rubin results

The benchmark group says performance on its DeepSeek-R1 test has improved 5.7 times in a year. Nvidia's headline comparisons for Vera Rubin are its own reading of its preview submission.

SK hynix is in talks with Intel about making memory chips in the US, Reuters reports

The options reportedly include SK hynix leasing part of Intel's delayed Ohio campus or a joint venture with cloud companies. SK hynix says no plans have been finalised, and Intel called the report speculation.

Cornelis raises $205m and wants the network, not the GPU, to do some of the AI work

IAG Capital Partners led the round. Cornelis sells open networking that works with any accelerator, and is pitching it as a way to stop expensive GPUs waiting for data.

A memory startup leaves stealth with $468m and a plan that skips EUV lithography entirely

The company was founded in 2018 and says the Commerce Department committed up to $245m under the CHIPS Act in July. Its claims are its own and no independent silicon has been measured.