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  • Nvidia discloses stake in SpaceX 💰, CoreWeave sells A100 🖥️, OCP launches photonics standard 💡

    From TLDR Hardware@VERT to tldrnewsletter@synchro.net on Mon Aug 17 13:17:19 2026
    --_uZoSqa1
    Content-Type: text/plain; charset=utf-8
    Content-Transfer-Encoding: quoted-printable

    Nvidia's SEC filing revealed it holds nearly 123 million SpaceX
    shares, w=
    orth roughly $21 billion at the end of June (now closer to
    $17
    billion= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0


    Sign Up [1] |Advertise [2]|View Online [3]=20

    =09=09TLDR=
    =20

    TLDR HARDWARE 2026-08-17

    =F0=9F=93=B1=20

    HEADLINES AND LAUNC=
    HES

    NVIDIA DISCLOSES $21BN STAKE IN SPACEX, TIES IT DEEPER INTO MUSK'=
    S
    DATA CENTER BUILDOUT (3 MINUTE READ) [4]=20

    Nvidia's SEC filing rev=
    ealed it holds nearly 123 million SpaceX
    shares, worth roughly $21 billio=
    n at the end of June (now closer to
    $17 billion after SpaceX's post-IPO s=
    hare slide), a stake that
    originated through Nvidia's investment in xAI b=
    efore Musk merged it
    into SpaceX. It comes right after Musk confirmed Spa=
    ceX will build its
    data centers exclusively on Nvidia hardware, citing th=
    e Vera Rubin
    architecture as "the best AI computer," locking in another m=
    ajor
    customer to Nvidia's silicon while Nvidia simultaneously holds equit=
    y
    in that same customer.=20

    COREWEAVE'S A100 CONTRACT THROUGH 2029 UN=
    DERCUTS FEARS THAT NVIDIA
    GPUS AGE OUT FAST (4 MINUTE READ) [5]=20

    Th=
    e bear case on AI infrastructure spending has always been simple:
    with Nv=
    idia shipping a new architecture roughly every year, GPUs
    should lose eco=
    nomic value within two or three years, undermining the
    long-dated debt fi=
    nancing the whole buildout leans on. CoreWeave's Q2
    earnings call complic=
    ated that story, disclosing a renewed contract
    for Nvidia's 2020-era A100=
    GPUs running all the way through 2029, at
    pricing CEO Mike Intrator said=
    matches =E2=80=9Cfull freight=E2=80=9D from years
    ago.=20

    =
    =F0=9F=94=A8=20

    ENGINEERING AND APPLICATIONS

    NVIDIA JETSON CHIP FO=
    UND IN RUSSIAN CRUISE MISSILE (4 MINUTE READ)
    [6]=20

    Ukrainian milita=
    ry intelligence says Russia's S-71 =E2=80=9CMonochrome=E2=80=9D
    cruise mi=
    ssile, which offers reduced observability and autonomous
    targeting, uses =
    an Nvidia Jetson Orin NX module, a consumer-grade
    system-on-module normal=
    ly sold for robotics, drones, and edge AI
    research rather than military h=
    ardware. Nvidia confirmed the Orin NX
    isn't officially sold in Russia or =
    export-controlled, and said it
    can't track products after resale but will=
    act on confirmed
    export-control violations. In the missile, the chip lik=
    ely powers a
    local electro-optical perception system, recognizing images =
    in real
    time to assist terminal guidance, echoing an earlier Ukrainian cl=
    aim
    that Russia used the same modules in Shahed drones.=20

    SEMICONDUC=
    TOR EQUIPMENT SHIFTS TO BUILD-TO-PRINT MANUFACTURING (3
    MINUTE READ) [7] =


    Semiconductor equipment OEMs are increasingly adopting build-to-prin=
    t
    contract manufacturing to scale production and meet soaring global
    ch=
    ip demand without heavy capital expenditures. As expanding AI fabs
    drive =
    severe equipment backlogs, toolmakers partner with electronics
    contract m=
    anufacturers to produce sub-assemblies from existing
    engineering drawings=
    . This distributed model provides immediate access
    to cleanrooms and prec=
    ision machining, cutting equipment lead times,
    preserving OEM capital, an=
    d improving supply chain resilience across
    regional fab expansions.=20
    =

    =F0=9F=A7=A0=20

    RESEARCH AND PROTOTYPES

    OCP LAUNCHES OPEN SILIC=
    ON PHOTONICS INITIATIVE (3 MINUTE READ) [8]=20

    A 19-company industry co=
    alition led by Lightmatter has formally
    launched the Open Silicon Photoni=
    cs for AI Systems initiative as an
    official Open Compute Project workstre=
    am. Alongside a 300-page
    foundational architecture white paper, the initi=
    ative aims to
    establish an open, vendor-neutral blueprint for integrating=

    co-packaged optics into datacenter infrastructure. Targeting OCP
    Modul=
    ar Hardware System and Open Rack v3 standards, the framework
    scales clust=
    ers from 72 to over 1,024 nodes while overcoming copper
    reach and bandwid=
    th bottlenecks.=20

    THE 1-MEGAWATT RACK DEBATE (5 MINUTE READ) [9]=20
    =

    The semiconductor and datacenter industries are actively debating the=

    necessity of 1-megawatt server racks driven by continuous,
    power-inten=
    sive AI workloads. While hyperscalers explore =C2=B1400V DC
    power distrib=
    ution, advanced liquid cooling, and 3D-IC packaging to
    support ultra-dens=
    e compute, critics argue this scaling vector is
    unsustainable. Instead of=
    cramming accelerators into single dense
    enclosures to preserve short cop=
    per reach, alternative approaches
    advocate scaling horizontally across ra=
    cks using optical interconnects
    and specialized silicon.=20

    =
    =F0=9F=8E=81=20

    MISCELLANEOUS

    INTEL MAY REFRESH RAPTOR LAKE A THIR=
    D TIME AS DDR5 PRICES PUSH BUYERS
    BACK TO DDR4 (3 MINUTE READ) [10]=20
    =

    Intel VP Robert Hallock confirmed the company plans to keep Raptor
    La=
    ke CPUs in production and stabilize supply of its LGA
    1700-compatible chi=
    ps =E2=80=9Cfor years to come,=E2=80=9D following a spike in
    demand for t=
    he four-year-old Alder Lake and Raptor Lake lineups. It's
    a direct respon=
    se to the DDR5 price crunch: Raptor Lake supports both
    DDR4 and DDR5, let=
    ting buyers upgrade without paying today's inflated
    DDR5 prices, and rumo=
    rs point to a possible third refresh, tentatively
    =E2=80=9CRaptor Lake Ne=
    xt,=E2=80=9D arriving alongside the DDR5-exclusive Nova
    Lake in early 202=
    7.=20

    CPO TEST WON'T SCALE WITHOUT STANDARDIZATION (4 MINUTE READ) [11]=
    =20

    Semiconductor Engineering reports that Co-Packaged Optics cannot
    =
    scale to profitable high-volume manufacturing without industry-wide
    testi=
    ng standardization. As datacenters adopt optical interconnects
    for AI wor=
    kloads, test cells face severe bottlenecks from proprietary
    fiber connect=
    ors, non-standardized laser alignment schemes, and
    fragmented data format=
    s.=20

    =E2=9A=A1=20

    QUICK LINKS

    NVIDIA SCALES BACK OPENAI DATA C=
    ENTER GUARANTEE FROM $250B TO UNDER
    $120B (2 MINUTE READ) [12]=20

    Nvi=
    dia has scaled back its planned financial guarantee for OpenAI's
    10-gigaw=
    att Ohio data center from $250 billion to under $120 billion,
    covering on=
    ly the project's first phase, after investors raised
    concerns about the c=
    hipmaker's risk exposure.=20

    US BATTERY STORAGE PROJECTS STALL AS UTILI=
    TIES STRUGGLE WITH GRID
    UPGRADES (3 MINUTE READ) [13]=20

    United State=
    s utility-scale battery storage projects are stalling as
    aging electrical=
    grids struggle to accommodate rapid interconnection
    demands.=20

    US O=
    PPOSES APPLE'S PLAN TO BUY CHINESE MEMORY CHIPS (3 MINUTE READ)
    [14]=20
    =

    The US Commerce Department has warned Apple against sourcing memory
    c=
    hips from Chinese suppliers CXMT and Yangtze Memory Technologies to
    allev=
    iate ongoing supply shortages.=20

    MISSILE DEFENSE AGENCY PRIORITIZING N=
    EXT-GEN PROGRAMS FOR GOLDEN
    DOME, DIRECTOR SAYS (2 MINUTE READ) [15]=20
    =

    The Missile Defense Agency is transferring mature, in-sustainment
    pro=
    grams like THAAD and Aegis/SM-3 to the Army and Navy to free up
    bandwidth=
    for newer priorities feeding into Golden Dome.=20

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    nce of hardware
    professionals and decision makers, you may want to ADVERT=
    ISE WITH US
    [16].=20

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    RE [17], CREATE YOUR OWN ROLE [18] or send a friend's resume
    to jobs@tldr=
    .tech and get $1k if we hire them! TLDR is one of INC.'S
    BEST BOOTSTRAPPE=
    D BUSINESSES [19] of 2025.=20

    If you have any comments or feedback, jus=
    t respond to this email!=20

    Thanks for reading,=20
    Kshitij Sudan [20] & =
    Adi Nikumbh [21]=20

    Manage your subscriptions [22] to our other newslet=
    ters on tech,
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    <div style=3D"display: none; max-height: 0px; overflow: hidden;">Nvidia&#03= 9;s SEC filing revealed it holds nearly 123 million SpaceX shares, worth ro= ughly $21 billion at the end of June (now closer to $17 billion&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;</div>

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    <h1><strong>TLDR Hardware <span id=3D"date">2026-08-17</span></strong></h1> </div>
    </td></tr></tbody></table>

    <table style=3D"table-layout: fixed; width:100%;" width=3D"100%"><tbody></t= body></table>
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    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
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    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =93=B1</span></div></div>
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    <div style=3D"text-align: center;">

    <h1><strong>Headlines and Launches</strong></h1>
    </div>
    </div>
    </td></tr></tbody></table>

    <table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0=
    ;" valign=3D"top">

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">

    <a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.ft.com%2= Fcontent%2F6f66a76d-0b2d-4301-886c-87ecc046731b%3Futm_source=3Dtldrhardware= /1/010001a00fde9196-80cc6fcf-6205-453e-b923-d8004aeb2f9b-000000/HVkFGpHBUnc= Mf1EWEAt59wncX4zwIwLz8N70LkLtHzE=3D452">

    <strong>Nvidia Discloses $21bn Stake in SpaceX, Ties It Deeper Into Musk's = Data Center Buildout (3 minute read)</strong>




    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Nvidia's SEC filing revealed it holds n= early 123 million SpaceX shares, worth roughly $21 billion at the end of Ju=
    ne (now closer to $17 billion after SpaceX's post-IPO share slide), a stake=
    that originated through Nvidia's investment in xAI before Musk merged it i= nto SpaceX. It comes right after Musk confirmed SpaceX will build its data = centers exclusively on Nvidia hardware, citing the Vera Rubin architecture =
    as "the best AI computer," locking in another major customer to Nvidia's si= licon while Nvidia simultaneously holds equity in that same customer.
    </span>

    </div>
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    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">

    <a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.business= insider.com%2Fcoreweave-deal-challenges-nvidia-ai-chip-obsolescence-fears-2= 026-8%3Futm_source=3Dtldrhardware/1/010001a00fde9196-80cc6fcf-6205-453e-b92= 3-d8004aeb2f9b-000000/6ROhNkmLmX8VCHCgaParmVEfAeaByMqHuZpJhmES2Ts=3D452">

    <strong>CoreWeave's A100 Contract Through 2029 Undercuts Fears That Nvidia = GPUs Age Out Fast (4 minute read)</strong>




    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    The bear case on AI infrastructure spen= ding has always been simple: with Nvidia shipping a new architecture roughl=
    y every year, GPUs should lose economic value within two or three years, un= dermining the long-dated debt financing the whole buildout leans on. CoreWe= ave's Q2 earnings call complicated that story, disclosing a renewed contrac=
    t for Nvidia's 2020-era A100 GPUs running all the way through 2029, at pric= ing CEO Mike Intrator said matches =E2=80=9Cfull freight=E2=80=9D from year=
    s ago.
    </span>

    </div>
    </td></tr></tbody></table>

    </td></tr></tbody></table>

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    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =94=A8</span></div>
    </div>
    </td></tr></tbody></table>

    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;">

    <h1><strong>Engineering and Applications</strong></h1>
    </div>
    </div>
    </td></tr></tbody></table>


    <table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0=
    ;" valign=3D"top">

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">

    <a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.tomshard= ware.com%2Ftech-industry%2Fartificial-intelligence%2Fnvidia-jetson-chip-fou= nd-in-russian-cruise-missile-ukraine-claims-presence-in-s-71-monochrome-wea= pon-may-indicate-use-of-ai-tech%3Futm_source=3Dtldrhardware/1/010001a00fde9= 196-80cc6fcf-6205-453e-b923-d8004aeb2f9b-000000/-cvnACksyc03IXtu-FUGEFNF-1s= oTxYdQ9uSV3Nm4QM=3D452">

    <strong>Nvidia Jetson Chip Found in Russian Cruise Missile (4 minute read)<= /strong>




    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Ukrainian military intelligence says Ru= ssia's S-71 =E2=80=9CMonochrome=E2=80=9D cruise missile, which offers reduc=
    ed observability and autonomous targeting, uses an Nvidia Jetson Orin NX mo= dule, a consumer-grade system-on-module normally sold for robotics, drones,=
    and edge AI research rather than military hardware. Nvidia confirmed the O= rin NX isn't officially sold in Russia or export-controlled, and said it ca= n't track products after resale but will act on confirmed export-control vi= olations. In the missile, the chip likely powers a local electro-optical pe= rception system, recognizing images in real time to assist terminal guidanc=
    e, echoing an earlier Ukrainian claim that Russia used the same modules in = Shahed drones.
    </span>

    </div>
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    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">

    <a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.eetimes.= com%2Fsemiconductor-equipment-shifts-to-build-to-print-manufacturing%2F%3Fu= tm_source=3Dtldrhardware/1/010001a00fde9196-80cc6fcf-6205-453e-b923-d8004ae= b2f9b-000000/yBr3csGm14HWHI9pSg3m_LWphonhizcFw-03tNrowa8=3D452">

    <strong>Semiconductor Equipment Shifts to Build-to-Print Manufacturing (3 m= inute read)</strong>




    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Semiconductor equipment OEMs are increa= singly adopting build-to-print contract manufacturing to scale production a=
    nd meet soaring global chip demand without heavy capital expenditures. As e= xpanding AI fabs drive severe equipment backlogs, toolmakers partner with e= lectronics contract manufacturers to produce sub-assemblies from existing e= ngineering drawings. This distributed model provides immediate access to cl= eanrooms and precision machining, cutting equipment lead times, preserving = OEM capital, and improving supply chain resilience across regional fab expa= nsions.
    </span>

    </div>
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    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =A7=A0</span></div>
    </div>
    </td></tr></tbody></table>

    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;">

    <h1><strong>Research and Prototypes</strong></h1>
    </div>
    </div>
    </td></tr></tbody></table>

    <table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0=
    ;" valign=3D"top">

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">

    <a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.newelect= ronics.co.uk%2Fcontent%2Fnews%2Findustry-coalition-announces-open-silicon-p= hotonics-initiative-within-open-compute-project%3Futm_source=3Dtldrhardware= /1/010001a00fde9196-80cc6fcf-6205-453e-b923-d8004aeb2f9b-000000/JVl1vN-Y6GM= wIsGKBUoRngL_geOfv0gwYw4WSCH0CbU=3D452">

    <strong>OCP Launches Open Silicon Photonics Initiative (3 minute read)</str=





    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    A 19-company industry coalition led by = Lightmatter has formally launched the Open Silicon Photonics for AI Systems=
    initiative as an official Open Compute Project workstream. Alongside a 300= -page foundational architecture white paper, the initiative aims to establi=
    sh an open, vendor-neutral blueprint for integrating co-packaged optics int=
    o datacenter infrastructure. Targeting OCP Modular Hardware System and Open=
    Rack v3 standards, the framework scales clusters from 72 to over 1,024 nod=
    es while overcoming copper reach and bandwidth bottlenecks.
    </span>

    </div>
    </td></tr></tbody></table>

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">

    <a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fsemiengineer= ing.com%2Fthe-1-megawatt-rack-debate%2F%3Futm_source=3Dtldrhardware/1/01000= 1a00fde9196-80cc6fcf-6205-453e-b923-d8004aeb2f9b-000000/p8y0oYKVKrrJqYpfWj3= 9MhbAo0vdiABi5Bd1I71bP3Y=3D452">

    <strong>The 1-Megawatt Rack Debate (5 minute read)</strong>




    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    The semiconductor and datacenter indust= ries are actively debating the necessity of 1-megawatt server racks driven =
    by continuous, power-intensive AI workloads. While hyperscalers explore =C2= =B1400V DC power distribution, advanced liquid cooling, and 3D-IC packaging=
    to support ultra-dense compute, critics argue this scaling vector is unsus= tainable. Instead of cramming accelerators into single dense enclosures to = preserve short copper reach, alternative approaches advocate scaling horizo= ntally across racks using optical interconnects and specialized silicon.
    </span>

    </div>
    </td></tr></tbody></table>

    </td></tr></tbody></table>

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    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =8E=81</span></div></div>
    </td></tr></tbody></table>

    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;"><strong><h1>Miscellaneous</h1></strong><= /div>
    </div>
    </td></tr></tbody></table>

    <table bgcolor=3D"" style=3D"table-layout: fixed; width: 100%;" width=3D"10= 0%"><tbody><tr><td style=3D"padding:0;border-collapse:collapse;border-spaci= ng:0;margin:0;" valign=3D"top">

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">

    <a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.techspot= .com%2Fnews%2F113495-intel-may-refresh-raptor-lake-third-time-ddr5.html%3Fu= tm_source=3Dtldrhardware/1/010001a00fde9196-80cc6fcf-6205-453e-b923-d8004ae= b2f9b-000000/EKi43z9ODekq-Eq_uH8cCvDzgqEWC-1lU5LKa_GGs0g=3D452">

    <strong>Intel May Refresh Raptor Lake a Third Time as DDR5 Prices Push Buye=
    rs Back to DDR4 (3 minute read)</strong>




    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Intel VP Robert Hallock confirmed the c= ompany plans to keep Raptor Lake CPUs in production and stabilize supply of=
    its LGA 1700-compatible chips =E2=80=9Cfor years to come,=E2=80=9D followi=
    ng a spike in demand for the four-year-old Alder Lake and Raptor Lake lineu= ps. It's a direct response to the DDR5 price crunch: Raptor Lake supports b= oth DDR4 and DDR5, letting buyers upgrade without paying today's inflated D= DR5 prices, and rumors point to a possible third refresh, tentatively =E2= =80=9CRaptor Lake Next,=E2=80=9D arriving alongside the DDR5-exclusive Nova=
    Lake in early 2027.
    </span>

    </div>
    </td></tr></tbody></table>

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">

    <a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fsemiengineer= ing.com%2Fcpo-test-wont-scale-without-standardization%2F%3Futm_source=3Dtld= rhardware/1/010001a00fde9196-80cc6fcf-6205-453e-b923-d8004aeb2f9b-000000/DX= nG5-i0bPXS5yQCldTbvBcfoFLtGzTk8jwQbYaAzWc=3D452">

    <strong>CPO Test Won't Scale Without Standardization (4 minute read)</stron=





    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Semiconductor Engineering reports that = Co-Packaged Optics cannot scale to profitable high-volume manufacturing wit= hout industry-wide testing standardization. As datacenters adopt optical in= terconnects for AI workloads, test cells face severe bottlenecks from propr= ietary fiber connectors, non-standardized laser alignment schemes, and frag= mented data formats.
    </span>

    </div>
    </td></tr></tbody></table>

    </td></tr></tbody></table>



    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=E2=9A= =A1</span></div></div>
    </td></tr></tbody></table>

    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;">

    <h1><strong>Quick Links</strong></h1>
    </div>
    </div>
    </td></tr></tbody></table>

    <table bgcolor=3D"" style=3D"table-layout: fixed; width: 100%;" width=3D"10= 0%"><tbody><tr><td style=3D"padding:0;border-collapse:collapse;border-spaci= ng:0;margin:0;" valign=3D"top">

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">

    <a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%2Flinks.tldrne= wsletter.com%2FZj6wRU/1/010001a00fde9196-80cc6fcf-6205-453e-b923-d8004aeb2f= 9b-000000/z3O73GZigcUAGguUWcDHtn9MmUJMKDfLsG1JxXTBPLY=3D452">

    <strong>Nvidia Scales Back OpenAI Data Center Guarantee From $250B to Under=
    $120B (2 minute read)</strong>




    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Nvidia has scaled back its planned fina= ncial guarantee for OpenAI's 10-gigawatt Ohio data center from $250 billion=
    to under $120 billion, covering only the project's first phase, after inve= stors raised concerns about the chipmaker's risk exposure.
    </span>

    </div>
    </td></tr></tbody></table>

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

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