Sunday, March 22, 2026

A look at Huawei-backed Yuanjie, a maker of photonic chips used in AI data center optical interconnects, whose stock has surged 780% over the past year (Yue Wang/Forbes)

Yue Wang / Forbes:
A look at Huawei-backed Yuanjie, a maker of photonic chips used in AI data center optical interconnects, whose stock has surged 780% over the past year  —  Huawei-backed Yuanjie Semiconductor Technology makes photonic chips used in optical interconnects in AI data centers.



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Google's data center energy head says space data centers cost up to 100x more than Earth-based ones, and US power supply is sufficient but permits are slow (Amir Efrati/The Information)

Amir Efrati / The Information : Google's data center energy head says space data centers cost up to 100x more than Earth-based ones, ...