Cornelis launches CN6000 800G networking to rival Nvidia InfiniBand
THE SO WHAT
Cornelis promising 800G fabric with lower latency than InfiniBand — even if systems don’t ship until early 2027 — is a shot at one of Nvidia’s stickiest moats: the interconnect. For anyone planning clusters in the 2027–2029 window, networking is now a competitive line item again, not an automatic Nvidia attach.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechNvidia Crisis Spurs Scrutiny of Agency That Oversees Chip Curbs
Export controls on AI chips are now a live political battleground, with scrutiny shifting from companies to the agencies setting and enforcing the rules. If your roadmap assumes steady access to advanced accelerators, you need a regulatory risk register alongside your capacity plan.
Deep & Emerging TechBlackstone’s QTS Is Cutting AI Debt Sale by More Than Half
A 60% cut to an AI-linked data center debt sale after investors pushed for higher yields suggests the cheap-capital phase of AI infra buildout is not guaranteed. Infra-heavy AI plays should assume tighter credit conditions and stress-test projects against more expensive, slower debt markets.
Deep & Emerging TechAraceli raises $4.5M for drug discovery tools aimed at reducing animal testing
Funding for cell-imaging tools that replace some animal studies points to a shift toward human-relevant in vitro data earlier in drug discovery. Biotech teams should watch these platforms as a way to de-risk candidates faster and align with tightening ethical and regulatory pressure on animal use.
Deep & Emerging TechUber confirms thousands of driver IDs compromised in data breach
A breach via Fireworks AI’s client databases that exposed thousands of Uber driver IDs shows how AI vendors are becoming new identity attack surfaces. If you’re integrating third-party AI platforms with sensitive data, treat them like core infra vendors—full security review, data minimization, and contractual breach playbooks.