OpenAI's Canadian Expansion, Cisco's P200 Chip, and Intel's Panther Lake Unveiled - Silicon Brief #39

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In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. ASML has appointed a new CTO, while Cisco Systems has launched the P200 chip specifically designed for AI data centers. Meanwhile, Intel has unveiled its new Panther Lake processor featuring 18A technology, and Samsung is set to supply HBM4 for AMD's deal with OpenAI.

On the data center front, OpenAI is expanding its data-center capacity in Canada, and xAI is investing in a new data center in Memphis. Additionally, Microsoft Azure has launched a NVIDIA supercomputing cluster for OpenAI, and CoreSite has opened an AI-ready data center in New Jersey. These developments highlight the ongoing growth and investment in infrastructure to support AI advancements.

Johnson Controls has announced a significant investment in Accelsius to advance energy-efficient cooling technologies for data centers, addressing the increased heat from AI technology demands. Meanwhile, ScaleFlux is tackling inefficiencies in AI data centers with its new flash storage solutions, featuring custom SSD controllers that enhance performance and reduce power consumption through hardware-based data compression.

OpenAI is expanding its data-center capacity in Canada, reflecting the global surge in AI infrastructure demand. Meanwhile, xAI is investing billions in Memphis to construct the 'Colossus 2' data center, with significant backing from Nvidia to bolster its AI capabilities.

Cisco Systems launched the P200 chip on October 8, 2025, designed to enhance connectivity for AI data centers, with interest from major players like Microsoft and Alibaba. Meanwhile, Intel unveiled its Panther Lake processor, marking the debut of 18A technology in AI PC platforms, alongside a preview of the upcoming Xeon 6+ server processor.