OpenAI, NVIDIA, and the $100B AI Infrastructure Revolution - Silicon Brief #37

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In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. Euclyd has introduced new AI inference hardware at a recent summit, aiming to enhance processing capabilities for AI applications. Meanwhile, Teledyne LeCroy has unveiled a 1.6Tbps Ethernet traffic generator, which could significantly boost data transfer speeds in AI data centers.

On the data center front, Equinix has launched an AI-ready data center in Chennai, designed to support the growing demand for AI infrastructure. Additionally, OpenAI is making headlines with its plans to deploy the Stargate UK project, featuring 8,000 GPUs to power AI research and development. These advancements highlight the ongoing evolution and expansion of AI technologies and infrastructure across the globe.

Gneuton unveiled a new thermal distillation technology on September 22, 2025, using waste heat from AI data centers to purify water sustainably. Meanwhile, Stegra and Microsoft have partnered to supply near-zero emission steel for Microsoft's datacenters, aligning with their carbon negative goal by 2030.

Microsoft has introduced a new microfluidics cooling system to enhance the efficiency of AI data centers by reducing energy consumption and improving cooling performance. Meanwhile, Corintis, a Swiss startup, has raised $24 million in Series A funding to advance chip cooling technology, aiming to boost efficiency and minimize water usage.

Equinix has launched its first AI-ready data center, CN1, in Chennai, India, to enhance digital infrastructure and connectivity for regional businesses. Meanwhile, Mueon has introduced modular Cubelets for AI data centers, backed by $15.5 million in funding from Intel Capital, aiming to improve efficiency in AI workloads.

Euclyd unveiled its new AI inference hardware at the AI Infra Summit, emphasizing its efficiency in power consumption and cost-effectiveness. Meanwhile, Teledyne LeCroy launched the Xena Z1608 Edun, the first Ethernet Traffic Generator supporting 1.6Tbps Ethernet, aimed at testing AI-driven Ethernet technologies.