Skyler Monroe tracks the fast-moving world of datacenter fabric and AI high-speed interconnect — Ultra Ethernet, UALink, co-packaged optics, new silicon, research, and the companies racing to connect the AI datacenter.
Nokia Tests Ultra Ethernet for AI Data Centre Networks - Data Centre Magazine
## Episode Summary
In this episode, we cover:
- **Nokia Tests Ultra Ethernet for AI Data Centre Networks - Data Centre Magazine** (Google News: Ultra Ethernet / UALink)
- [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxQY1cxRUlhTlh5dDBTSjd3NjYwQV85dXlVM1V4RTRGeElzUVYwVnh1LWZzWS04MWQwdmJid0NGOTNHaG9DMldLNDJvakp4blU5S0hSMFlwT3M3bG12c21rVkE3dXpuTFdMLWZHOEl0bWt2ZWhyOU8wQW05NUNnTlZ6VFB3WlFwdXlreFFQU2tXTUhLd2tu?oc=5)
- **Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too** (The Next Platform)
- [Read more](https://www.nextplatform.com/connect/2025/11/04/arista-modular-switches-revolutionize-ai-network-scalability/1653165)
- **Celestial AI Secures $250 Million Funding to Revolutionize AI Infrastructure with Its Photonic Fabric™ - Business Wire** (Google News: AI datacenter networking)
- [Read more](https://news.google.com/rss/articles/CBMi8gFBVV95cUxNLTFXMk1reGJ3cVcxYVFCMG9zRVR3aUMySW9takpzRVRfYkFLVnRNakdVYXlwam5Ubkp2WDRCWHhyU1hZRVZMQ1Bac2JqblVBX2RBZHVlV0RyNG9JbGlmeUhzdElCeVlyTVhqdVFkZ1QzQkpqUTd5dmxGd2c3YmthSmJGYVUzZm1rUHdOOV9jZFFZX1l2YkNRZGRlMGtyblEyWHhnd3YzaFlJWk9BQTJQZmJrYnBTUzBZX3ZtUGZndG5XTlRlUHNMRWpJckc5aHJfdER2UXk1UmpQRnVJZEhTRXNqLXpjbjJ0WjdMT0xJQkJtZw?oc=5)
- **HPE Sees No Customer Pushback On Rising Datacenter Equipment Costs** (The Next Platform)
- [Read more](https://www.nextplatform.com/compute/2026/09/08/hpe-sees-no-customer-pushback-on-rising-datacenter-equipment-costs/5295102)
- **Photonic Fabric™ Technology - Marvell Technology** (Google News: AI datacenter networking)
- [Read more](https://news.google.com/rss/articles/CBMiakFVX3lxTE9DLW9uVDdhOTBGek9JSTFwTDYtYXI4bXdTMXFIaEQ2bnU3WlVxTkdIemhkemVia2t0ZHlkTnk3a0lMbjJUaWUtUk5PNUdsSDVFZHFGTXVmcDVwOGxKXzFBUzkzcjYzOEdqX3c?oc=5)
---
*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
18 Oct 2026
7 AI Infrastructure Stocks Beyond the Chips - The Motley Fool
## Episode Summary
In this episode, we cover:
- **7 AI Infrastructure Stocks Beyond the Chips - The Motley Fool** (Google News: AI datacenter networking)
- [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxPNlgyYk0wd2E3UG1hN3kydjFPTkRTd2hJaXFvb0tXS280WWpkLUNPVUxQMkx3dlU1bUVVclNjYVpGNDVKYVpSRTFvbXlZUkRva2FWSl9Rb3ktc2tjWkFUSndKUG1oY25leU9VLUgtMU1uVEw1azVpbjc5MDFnS2t5azNvOGZ1Zm1ia1VBMmJ5bw?oc=5)
- **Arista Networks Is Morphing From a Data Center Networking Vendor Into an AI Networking Powerhouse - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter** (Google News: AI datacenter networking)
- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBGd1BpVjNMTXdGbU80S2c4YWdzM2Zva2loeGlDdi1QTG5OSl9TN1JVel9JNVpSeWcwNmNzV1k3V3dKUjQwc3RZQUIxWEdBODdTa3VVM3YzbEMzcU9JQnZfLUlyRG9EZGFrbXc3a3hfb016MVJQbUpTdmJHZV9UYnc?oc=5)
- **Jim Cramer Says Skip Poet and Buy These 2 Proven Photonics Stocks for AI Data Centers in August - 24/7 Wall St.** (Google News: co-packaged optics)
- [Read more](https://news.google.com/rss/articles/CBMi1gFBVV95cUxNRk5pWXpMMlVEb29JNkFWaHhQT256NlpJZTJKdHdVbVhOSHRzcGgzbmw2YXNyV2dWQzJxc2M0VzE4aXlmdzluY2xibENTTWJLRDdXN01jejFHZzlZUWxwenI5MkFUOGNFY1VsVjhLV3d5ZEJObVVtU1FCOTJ1U3M2SGRlSXBKWDQwWG9pcVVRcFJlWkozSzBfQ19XcEJZYjZvb29WbmJRTjhPWDZhVVZlUnJDMDFTWklzZ2U4bG1sU0xHX0tpemlOTURudzU2VGNqYkFESkpn?oc=5)
- **The GenAI Boom Accelerates And Transforms Ethernet Switching** (The Next Platform)
- [Read more](https://www.nextplatform.com/connect/2026/09/20/the-genai-boom-accelerates-and-transforms-ethernet-switching/5297603)
- **Marvell Expands SiGe Capacity With GlobalFoundries for AI Data Center Optics - Konsulteer** (Google News: co-packaged optics)
- [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxPVXhYb2d5cGhFWFg1SjMtNDc2N3A0TVlVTzRPN0FFRWlyYlQzbnVpTHNjMXJ2eWt4bzhpVWJUOS1yR3ktZVdYUl9hUEJJT1NRTnlaOGt2YU5ySF9JWFI2MVlXU2RXTWpCTFd2Q0doLVZLTjNSOENKdGFXV1pZa2xsN3FzSDVMSlUwTUdCUHhmdk9QQTlTTDZ4Ynd5VjJUZFA3SS03STFKRDRsSDl5X3REQw?oc=5)
---
*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
16 Oct 2026
The Aspirations Of HPE And Dell In The Quantum-Classical HPC Datacenter
## Episode Summary
In this episode, we cover:
- **The Aspirations Of HPE And Dell In The Quantum-Classical HPC Datacenter** (The Next Platform)
- [Read more](https://www.nextplatform.com/compute/2026/07/13/the-aspirations-of-hpe-and-dell-in-the-quantum-classical-hpc-datacenter/5270664)
- **Everspin demos CXL-connected MRAM memory expansion** (Blocks & Files)
- [Read more](https://www.blocksandfiles.com/architecture/2026/10/01/everspin-demos-cxl-connected-mram-memory-expansion/5300563)
- **The Battle to Scale Up the AI Data Center - EE Times** (Google News: AI datacenter networking)
- [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE5RU0ZxS0FFel9HY2I0akwzU1NneGtTWF9LbkFQX3hDOXNmdVcwQzNwQkNGS3RSU3BTcVFHZktnd1ZpRWlmcFMxRWZLM280eG53Z01hTGd6cTdzc0dRMHNOcEgwNElrS0NmU2tQcWpGXzJBQ1Ns?oc=5)
- **Co-packaged Optics: Powering the Next Wave of AI Data Center Innovation - Marvell Technology** (Google News: AI datacenter networking)
- [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxOWnFDdTFTcllKTzU3MFZmN0taa1V3RVdJZDhUejI0endOWnNENjBCR2tnT3JuR08zeDBBamNZOU83VjcwRDN5YUs3T1ZBU1JYV3pCaFhBa2l1bFg4Wmo4YlRINFpiZW5LUld6aXJ2N0NmRC15MjlWMmRiRGtaYThydlYxN01fNU10bnI4?oc=5)
- **ECOC 2025: Coherent's Progress in Optics, Modules and CPO - Simple Tech and Trend** (Google News: co-packaged optics)
- [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTFBoVWRYaldaNmNZUjlrQkNBMThKVnN0R3UwQXlGMW8wdzZ2UGVRcUEzelc4UHhobnlaOVRNX2EtTFpPOHlMWV9Ec2djUEhPOVBxRWUxeEFLc2ZDaVIwb29HdjcyamV3SUxlNS1nZWNWZUpGQWgtZUpfbHln?oc=5)
---
*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
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