Research Notes
NVIDIA at OCP 2026
NVIDIA made a broad set of contributions and announcements at the 2026 OCP Global Summit, all designed to remove friction from large-scale deployments at hyperscalers, neoclouds, and large enterprises.
Intel GPU D270: An Inference-First GPU for the Data Center
Intel introduced its new Intel GPU D-Series at this year’s 2026 Open Compute Global Summit. The Intel GPU D270 is the first inference accelerator based on its Crescent Island architecture, a 350W, air-cooled, double-wide PCIe Gen5 card built on Intel’s Xe3P architecture.
Cisco at OCP 2026
Cisco updated nearly every layer of its AI networking stack at the recent 2026 OCP Global Summit. The company announced production deployments of its Silicon One P200 routing silicon at Microsoft and Alibaba, began shipping the first systems based on its 102.4 Tbps Silicon One G300, and introduced the Silicon One G302, a 51.2 Tbps top-of-rack device with 200G SerDes.
IonQ Acquires Elisity: Quantum-Safe Security Meets Identity-Based Microsegmentation
IonQ has signed a definitive agreement to acquire Elisity, a privately held Zero Trust security company specializing in identity-based micro-segmentation.
AMD Helion Brings Rack-Scale Design to Agentic AI
AMD Helion brings rack-scale design to agentic AI with a 32,768-core CPU rack and CPU plus GPU option. We look at the specs, partners, and NVIDIA Vera competition.
Cisco and NVIDIA: Optical Ultra-Dense Small Form Factor Pluggable (USFP) Specification
Cisco and NVIDIA introduced the Ultra-Dense Small Form Factor Pluggable (USFP) at the Open Compute Global Summit 2026. The new optical transceiver form factor supports 400Gb/s per electrical lane.
The initial design places 16 full-duplex lanes in a module roughly the size of today’s OSFP, yielding 6.4 Tb/s per module. A 32-lane variant delivers 12.8 Tb/s.
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