Leading GPU and AI infrastructure company, building TeraFab facilities
Jensen Huang's vision for GPU clusters as AI Factories — data centers that produce intelligence at scale. NVIDIA is partnering with governments and enterprises globally to build national AI infrastructure using Blackwell GB200 systems, with deployments across the US, Japan, Saudi Arabia, and Europe.
Micron's HBM3E ramp is a critical link in the AI compute supply chain — and the data centers running these GPUs are the primary driver of new fiber infrastructure buildout globally....
Samsung's foundry wins put it at the heart of AI chip manufacturing — and every chip that ships into a data center pulls more fiber cable and optical transceivers with it....