OpenAI pushes for mandatory national AI safety requirements
July was the month the industry started building around the chip shortage. August was the month every one of those constraints got a number attached — and China's memory champion turned scarcity into competition.
The GPU isn't the bottleneck anymore — the optical transceiver plugged into the switch is. Here's how moving lasers and modulators inside the chip package cuts interconnect power 3x and why Broadcom, NVIDIA and Marvell are racing to ship it.