Insight tag

data centers

3 related stories.

Stories

Original explanatory diagram

News analysisRelease: December 2, 2025Published: October 24, 20264 min read

Marvell’s Celestial AI agreement put optical scale-up on a later-closing timeline

Marvell announced a definitive agreement to acquire Celestial AI on December 2, 2025, separating an optical-interconnect strategy from the transaction’s February 2026 completion.

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Original explanatory diagram

News analysisRelease: October 14, 2025Published: October 24, 20263 min read

AMD AI infrastructure AI accelerators data centers

AMD showed Helios as an Open Rack Wide reference platform, keeping its 2026 volume expectation separate

AMD showed Helios on October 14, 2025, a rack-scale Open Rack Wide reference platform with volume deployment expected in 2026.

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Original explanatory diagram

News analysisRelease: July 22, 2025Published: October 23, 20263 min read

OpenAI Oracle Stargate data centers

Oracle’s Stargate partnership tied a 4.5GW plan to named buildout milestones

OpenAI announced a 4.5-gigawatt Stargate partnership with Oracle on July 22, 2025, describing planned US data-center capacity rather than completed delivery.

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