A journal for networking and telecoms
Independent infrastructure journalism since 2001
Converge Digest tracks the networks, optics, silicon, data centers and systems powering the AI era—with 25 years of context.
Top stories
Musk targets Gun Range and Spam for November and December, taking Colossus 2 toward 1.2 million Blackwell GPUs. A feature on SpaceXSI’s terrestrial infrastructure, suppliers and orbital roadmap.
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Coherent, Marvell and Nebius fell about 10% as a broad AI infrastructure selloff hit networking, optics and neocloud stocks on October 30.
Belden signed an agreement to supply $100 million of fiber assemblies to a major U.S. data center customer in 2027, supporting its expectation of…
FuriosaAI raises $620 million at a $2.9 billion valuation to expand RNGD inference accelerator production and develop next-generation 2nm AI silicon with Broadcom.
Intel's Q3 revenue rose 21% to $16.5 billion and DCAI sales surged 78%, but weak Q4 guidance sent shares sharply lower after hours.
AWS revenue jumped 39.3% to $46 billion in Q3 2026 as Amazon maintained its $220 billion company-wide CapEx outlook, driven primarily by AI infrastructure.
Binance suspends deposits and withdrawals during a security investigation and says approximately $3 billion in assets has been frozen. The amount stolen remains unconfirmed.
Lumen is working with Emerald AI on energy-aware inference routing, Ohio State on quantum fiber research, and Fortinet on post-quantum SASE security.
The FCC proposes a 25 MHz mid-band auction for 5G and satellite direct-to-device services, building on decades of major U.S. spectrum auctions.
Nagare Labs emerges from stealth with $5 million led by Playground Global to develop Z2RAM, a capacitor-less memory technology targeting SRAM-like speed, DRAM density…
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The defining moments that shaped networking, telecom, cloud and AI infrastructure.
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