Jim Carroll @ConvergeDigest
Covering all layers of network convergence from Silicon Valley convergedigest.com Mountain View, California Joined January 2009-
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I asked Vivek Raghunathan, CEO of Xscape Photonics, how photonics will reshape AI networks. His short answer: move light closer to compute. 🎥 Watch the full interview from AI Infra Summit: youtu.be/HnKELDYlcDQ
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I asked Lisa Spelman, CEO of Cornelis Networks, what it takes to deliver HPC-grade networking for AI. Her short answer: build for the workloads of tomorrow. 🎥 Full video from AI Infra Summit: youtu.be/X2OMfqQRlH8
I asked Vishal Shukla, CEO of Aviz Networks, how to simplify AI networking at scale. Here's his short answer at the recent AI Infra Summit in Silicon Valley. Think SONiC. Watch the full video here: youtu.be/hf3QKbVFC1A
Jim Carroll retweeted
Microsoft is reporting that multiple international subsea cables have been cut in the Red Sea.
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…
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