Nvidia and Cisco have jointly unveiled Ultra-Dense Small Form Factor Pluggable (USFP), a new optical transceiver standard supporting 400Gb/s per lane, the first interface to do so. Cisco says the module is designed to eventually reach total transfer rates of 12.8Tb/s, offering four times the bandwidth of existing 200Gb/s optics and 1.3x better power efficiency. Initial USFP transceivers will have 16 full-duplex lanes and work with both switches and Nvidia's SuperNIC adapters, which move data between GPUs using the RoCE protocol.
techspot.com
· 2026-10-15
A YouGov/Economist survey found that among voters living within a mile of an AI data center, support for Democratic candidates rose from 54% to 61% between May and October. Nationally over the same period, the Democratic voting share rose more modestly, from 53% to 55%.
futurism.com
· 2026-10-15
Ambrosia Energy CEO Ben Longmier announced at TechCrunch Disrupt that the company has begun construction on a 10 gigawatt-hour battery factory near Austin, Texas, spanning 150,000 square feet. The plant is meant to support roughly 300 megawatts of power-plant capacity annually and is expected to reach full production within two to three years. Ambrosia is also starting its first commercial power plant in West Texas this year, pairing 300 MW of solar with 660 MWh of batteries to deliver 30 MW of continuous power.
techcrunch.com
· 2026-10-14
OpenAI has announced the departure of its top computing executive, the person overseeing the company's infrastructure buildout. The company has outlined plans to spend roughly $750 billion on computing capacity through 2030 to support its AI operations.
wsj.com
· 2026-10-14
Ukrainian drones struck three data centers operated by Russian tech giant Yandex over four days, knocking facilities offline and disrupting services relied on by banks, retailers and consumers. One targeted site, in Sasovo, held tens of thousands of servers along with two supercomputers used to train Yandex's AI models.
fastcompany.com
· 2026-10-14
Jim Cramer told CNBC's 'Mad Money' viewers to avoid newly public data-center infrastructure firm Accelevation Holdings, which priced its IPO on Sept. 29 at $18 per share, below its proposed range, and has since fallen to about $15. He suggested putting the stock on a watch list rather than buying, citing his own preference for established AI infrastructure names like GE Vernova and Eaton.
cnbc.com
· 2026-10-13
Federal Reserve officials, including Chicago Fed president Austan Goolsbee, say the massive buildout of AI data centers is pushing up prices beyond tech-related industries, a shift from earlier blaming tariffs for inflation. Goolsbee described the effect as demand-driven overheating rather than limited to data center components and adjacent sectors. The comments come as the Fed raised interest rates in September and markets expect another hike this month.
futurism.com
· 2026-10-13
Satlyt, a startup founded by former Google and SpaceX engineer Rama Afullo, has raised an $8 million seed round and is launching its satellite-based AI software on a SpaceX rocket this Thursday. The same launch carries the first prototype for Google's Project Suncatcher, its own orbital data center initiative. Satlyt doesn't build its own satellites; instead it makes software that lets AI models run across other companies' spacecraft, using fewer ground-based flight controllers.
techcrunch.com
· 2026-10-13
Ukrainian President Volodymyr Zelensky said last week's three strikes on Russian company Yandex's data centers reduced bot activity across social media, saying platforms felt less divisive and less manipulated as a result. Separately, X users and tech commentators noted that Elon Musk's post engagement numbers dropped sharply in the days following the strikes, with daily like averages falling from tens of thousands to under 5,000 on some posts.
futurism.com
· 2026-10-13
Ukrainian President Volodymyr Zelenskyy said attacks on Russian data centers reduced social media bot activity. Reports noted that automated traffic linked to Yandex dropped by 94% following the strikes, though the cause of that drop is disputed.
gizmodo.com
· 2026-10-13
A report indicates that Russia's data center infrastructure was not adequately prepared for the sustained cyber and infrastructure conflict that emerged with Ukraine. Limited details were provided beyond this central claim, with no specific figures or named sources included in the available text.
tech.slashdot.org
· 2026-10-12
Ukraine has struck three major data centers owned by Russian tech company Yandex in recent days, including a facility in Sasovo that houses supercomputers used to train Yandex's AI model. President Volodymyr Zelenskyy described the strikes as a 'symmetrical response' to Russia's own drone campaign against Ukrainian data centers and telecom networks that began in late September and disrupted service for up to 100,000 households in Kyiv.
arstechnica.com
· 2026-10-12
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