Jim Carroll @ConvergeDigest
Covering all layers of network convergence from Silicon Valley convergedigest.com Mountain View, California Joined January 2009-
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Jim Carroll retweeted
Microsoft is reporting that multiple international subsea cables have been cut in the Red Sea.
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Jim Carroll retweeted
Chief Scientist and Founder Darius Bunandar caught up with @NextGenInfra_io at @hotchipsorg to discuss Lightmatter’s Passage M1000 3D photonic interposer for AI workloads. Watch here: bit.ly/45R21W3
Jim Carroll retweeted
🤯 Surreal. This means little if Intel Foundry can’t get more customers. Sure, they get more capital sooner (assuming a float) but this puts them with 14A where they were with 18A. Built it and few came. Having talked with all of Intel Foundry’s potential customers (ex-Apple),…
🤯 Surreal. This means little if Intel Foundry can’t get more customers. Sure, they get more capital sooner (assuming a float) but this puts them with 14A where they were with 18A. Built it and few came. Having talked with all of Intel Foundry’s potential customers (ex-Apple),…
Jim Carroll retweeted
Indeed historic...
Instead of a simple grant, and beyond the national security benefits, the deal gives U.S. tax payers an equity stake in Intel convergedigest.com/u-s-takes-9-9-…
NVIDIA is making big waves at #HotChips2025 with a Ethernet data center moves that pushes beyond its Infiniband roots. convergedigest.com/nvidia-launche…
Jim Carroll retweeted
A great sight to see. Lightmatter shining bright on the screens of the New York Stock Exchange. Thank you for the feature, @NYSE!
Texas will be home to another AI megacampus. Vantage’s Frontier joins CoreWeave, Meta, and Yondr in the Lone Star GPU rush convergedigest.com/vantage-data-c…
Lightmatter’s 16-λ BiDi advance underscores a broader strategic shift: interconnect bandwidth and radix—not just chip performance—are becoming the defining limits of AI infrastructure. For networking vendors, this approach raises competitive pressure on traditional pluggable…
Jim Carroll retweeted
I had the chance to visit Pryor, OK, a few years back to see how our data center investments were benefiting local schools and businesses. Proud to invest another $9B over two years in Oklahoma, including in Pryor + a new facility in Stillwater, communities that are vital engines…
Jim Carroll retweeted
185+ reps from OIF member companies are in Québec City this week for our Q3 Member Meeting. Technical & MA&E Committees are collaborating to advance projects, tackle challenges & drive interoperability for the optical networking industry. #OIF #OpticalNetworking #QuebecCity
Jim Carroll retweeted
We just radically increased our forecast for coherent 800ZR/ZR+ pluggables in 2026. Read why. cignal.ai/2025/07/800g-c…
T-Mobile is gaining more muscle for its fiber broadband ambitions with Metronet with KKR backing convergedigest.com/kkr-and-t-mobi…
All U.S. states and territories greenlit for BEAD ‘Benefit of the Bargain’ round—fiber rollouts expected to accelerate convergedigest.com/bead-restructu…
Jim Carroll retweeted
Starlink is currently in a network outage and we are actively implementing a solution. We appreciate your patience, we'll share an update once this issue is resolved.
A lot cooking today at the AI Summit in Washington - convergedigest.com/americas-ai-ac…
Verizon sees a boost from favorable regulatory and tax incentives convergedigest.com/verizon-raises…
As GPU clusters push closer to the edge, funding follows. Cologix raises $525M for edge expansion, joining billions from CoreWeave, Vantage & more. convergedigest.com/cologix-raises…
M&A in Europe needs a new lens—Telefónica pushes for dynamic efficiency in DG COMP’s review. #EUCommission #TelecomRegulation convergedigest.com/telefonica-pre…
Agentic AI in <2 min? Larry Lunetta @hpe_aruba delivers his Top 5 Takeaways from #HPEDiscover 2025. Watch now: youtube.com/shorts/9IXbRbH…
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