Nvidia Eyes Lepton AI, Apple Invests $1B in AI Servers, Alibaba Warns of Overheating Market - Silicon Brief #11

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In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. Nvidia is reportedly in talks to acquire Lepton AI, a move that could further bolster its position in the AI hardware market. Meanwhile, Apple has placed a significant order of $1 billion for Nvidia servers to enhance its AI capabilities. On the data center front, Alibaba has issued a warning about the potential overheating of the AI infrastructure market, highlighting the rapid pace of development in this sector.

Additionally, Microsoft and Core42 are partnering with Abu Dhabi to develop AI infrastructure, showcasing the global expansion of AI data centers. In Japan, alt Inc. and Highreso Co. Ltd. have launched a new GPU cloud, further expanding the country's AI capabilities. These stories underscore the dynamic and rapidly evolving landscape of AI technology and infrastructure.

Lumentum joins NVIDIA's AI Photonics Ecosystem. GMI Cloud unveils AI Inference Engine for businesses. Taiwan's AI supply chain showcased at NVIDIA GTC. alt Inc. and Highreso Co. Ltd. launch GPU Cloud in Japan. Mitsubishi and JFE to build AI data center in Kawasaki. Switch, Ltd. completes $3.5 billion securitized debt financings. Alibaba exec warns of AI infrastructure market overheating. Segro and Pure DC to build 56MW data center in London. Kasm Technologies offers AI workspaces on Oracle Cloud. Treasure Global Inc. launches AI Cloud in Malaysia. Cinnova Technologies partners with Microsoft and AWS. Algeria begins construction of AI data center in Oran. Microsoft and Core42 partner with Abu Dhabi for AI infrastructure. OpenAI plans dedicated data center for storage. Scan Computers chooses Peak:AIO for GPUaaS expansion. Oracle to develop 30,000 AMD GPU cluster.

OpenLight has announced the availability of samples for its 1.6Tb DR8 Photonic Integrated Circuit, aimed at datacenter networking and AI applications. Magic Software Japan and Visnu have formed a strategic partnership to integrate their technologies for enhanced real-time data analysis. At Nvidia's GTC 2025 conference, Solidigm introduced the D7-PS1010, a liquid-cooled SSD for AI data centers. CIQ has launched federation capabilities in its Fuzzball platform for managing AI workloads. Corning Incorporated unveiled GlassWorks AI™, enhancing AI data center infrastructure.

Cerebras Systems experiences delays in its IPO due to a national security review linked to a significant investment from Abu Dhabi-based G42.

Lumentum Holdings Inc. has joined NVIDIA’s AI Photonics Ecosystem to improve data center speed and efficiency. GMI Cloud has launched a new AI Inference Engine for businesses, enhancing AI application deployment. Taiwan showcased its AI supply chain at the NVIDIA GTC, highlighting the Asia New Bay Area as a global innovation hub.

NATO Innovation Fund has co-led a €25 million Series A funding round for Camgraphic to boost R&D and establish a pilot manufacturing line in Italy. On March 27, 2025, Akamai Technologies launched its Cloud Accelerated Compute Instances using NETINT VPUs to enhance video streaming efficiency. MemryX secured $44 million in Series B funding to advance its Edge AI semiconductor solutions, focusing on the MX3 Accelerator chip and MX4 development.