Equinix, Cisco, and NVIDIA Launch Secure AI Factories, AWS Challenges Nvidia, and Amazon's $10B Data Center - Silicon Brief #75
June 22, 2026 -
Silicon Brief
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In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. A report from Dell'Oro Group highlights a significant 27% annual growth in the IP-over-DWDM market, fueled by the increasing demand for AI and data center interconnect deployments. This market is expected to surpass $7 billion by 2030. Meanwhile, Equinix has teamed up with Cisco and NVIDIA to roll out the Cisco Secure AI Factory across its global data centers, aiming to bolster enterprise AI infrastructure.
Additionally, the on-device AI market is set to reach $75.5 billion by 2033, driven by the need for real-time processing and privacy-focused computing, with North America leading the charge. OpenMetal has also introduced new private GPU servers, the RP6000 and H200, tailored for AI and high-performance computing tasks. In India, CtrlS Datacenters Ltd. has secured a ₹7,000 crore investment from CPP Investments to expand its data center operations, including a significant stake acquisition and a joint venture for developing hyperscale data centers.
In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. A report from Dell'Oro Group highlights a significant 27% annual growth in the IP-over-DWDM market, fueled by the increasing demand for AI and data center interconnect deployments. This market is expected to surpass $7 billion by 2030. Meanwhile, Equinix has teamed up with Cisco and NVIDIA to roll out the Cisco Secure AI Factory across its global data centers, aiming to bolster enterprise AI infrastructure.
Additionally, the on-device AI market is set to reach $75.5 billion by 2033, driven by the need for real-time processing and privacy-focused computing, with North America leading the charge. OpenMetal has also introduced new private GPU servers, the RP6000 and H200, tailored for AI and high-performance computing tasks. In India, CtrlS Datacenters Ltd. has secured a ₹7,000 crore investment from CPP Investments to expand its data center operations, including a significant stake acquisition and a joint venture for developing hyperscale data centers.
IP-over-DWDM Market to Grow 27% Annually
A report by Dell'Oro Group forecasts a 27% annual growth rate for the IP-over-DWDM market, driven by AI demand and data center interconnects, reaching over $7 billion by 2030. Read more
Equinix, Cisco, and NVIDIA Launch Secure AI Factories
Equinix has partnered with Cisco and NVIDIA to deploy the Cisco Secure AI Factory in its data centers, aiming to enhance enterprise AI infrastructure with standardized blueprints and automation. Read more
ACON OPTICS Unveils AI Optical Solutions at COMPUTEX 2026
At COMPUTEX 2026, ACON OPTICS introduced its latest AI optical interconnect technologies, including Co-Packaged Optics and 1.6T connectivity solutions, aimed at enhancing AI infrastructure. Read more
Hyperscale Data Nears $1 Billion AI Compute Deal
Hyperscale Data, Inc. is close to finalizing a significant agreement with Alliance Cloud Services, LLC for AI compute capacity at its Michigan data center, potentially generating over $1 billion in revenue over 20 years. Read more
Netlist Files Patent Infringement Lawsuits Against Samsung and Google
Netlist has filed new lawsuits against Samsung and Google in the U.S., alleging infringement of its AI memory patents. The legal action also involves Supermicro, Nvidia, and Broadcom as respondents. Read more
SK hynix Ships Samples of HBM4E Memory for AI
SK hynix has begun shipping samples of its 12-layer HBM4E memory, aimed at enhancing AI applications, to major customers. The new memory offers improved data processing speed and power efficiency. Read more
Prometheus Hyperscale Approved for Wyoming Data Center
Prometheus Hyperscale has received approval from the Uinta County Board of Commissioners for a 1.25 GW data center campus near Evanston, Wyoming, expected to significantly impact the local economy. Read more
On-Device AI Market to Reach $75.5 Billion by 2033
A report by Grand View Research forecasts the on-device AI market to grow significantly, driven by demand for real-time processing and privacy-focused computing. Read more
OpenMetal Introduces New Private GPU Servers for AI
OpenMetal has launched two new private GPU server lines, the RP6000 and H200, designed for AI and high-performance computing tasks. These servers are available in OpenMetal's US East data center in Ashburn, Virginia. Read more
Bell Canada and Partners Enhance AI Infrastructure in Canada
On June 18, 2026, Bell Canada, Cohere, Hypertec, and BUZZ HPC announced a partnership to advance AI infrastructure in Canada, focusing on digital sovereignty and economic resilience. Read more
CtrlS Datacenters Receives ₹7,000 Crore Investment from CPP Investments
CtrlS Datacenters Ltd. has secured a ₹7,000 crore investment from CPP Investments to expand its data center operations in India. The funding will be used for acquiring a stake in CtrlS and developing hyperscale data centers. Read more
T. Rowe Price Discusses AI with Intel CEO
In a recent discussion, T. Rowe Price explores Intel's strategies in the AI-driven market with CEO Lip-Bu Tan, focusing on semiconductor advancements and computing demands. Read more
Envision's 'Mission Gobi' for AI Data Centers
At VivaTech 2026, Envision announced 'Mission Gobi', aiming to develop 5 GW of low-carbon AI data centers in desert regions by 2030. Read more
Inseye Technologies Unveils Inseye Tiny® for AI Glasses
At AWE USA 2026, Inseye Technologies introduced the Inseye Tiny®, a behavioral co-processor for intelligent eyewear, featuring always-on user context and intuitive gaze gestures. Read more
AWS to Sell AI Chips, Challenging Nvidia
Amazon Web Services is considering selling its AI chip Trainium to other companies, aiming to compete with Nvidia in the AI chip market. This move is being discussed by AWS chief Peter DeSantis. Read more
Rapidus Signs MoU with Italian Foundation for Semiconductor Manufacturing
Rapidus Corporation has signed a Memorandum of Understanding with Fondazione Chips-IT to enhance semiconductor manufacturing capabilities in Italy. Read more
Amazon Invests $10 Billion in Missouri Data Center
Amazon has announced a $10 billion investment to build a new data center campus in Missouri, expected to create over 400 full-time jobs and thousands of construction jobs. The project will also contribute significantly to the community and local services. Read more
Nuvoton and Qualcomm Collaborate on XR Glass Solutions
Nuvoton Technology Corporation has partnered with Qualcomm Technologies, Inc. to enhance system-on-chip offerings for tethered XR glass applications, combining their technologies to improve performance in industrial and enterprise settings. Read more
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