Nvidia GTC 2026: Nvidia charts optical-copper path

At GTC 2026, Nvidia outlined a dual-track approach combining copper cables and silicon photonics (SiPh) to meet surging AI-driven demand for data center interconnects. CEO Jensen Huang emphasized that as AI compute needs escalate, future data centers will require expanded capacity across copper cabling, optical communication, and co-packaged optics (CPO) — establishing optical-copper parallelism as the industry’s defining development path.

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IBM completes Confluent acquisition to power real-time AI data

On March 17, IBM completed its acquisition of Confluent, Inc., the data streaming platform used by more than 6,500 enterprises — including 40% of the Fortune 500 — to power real-time operations. Under the agreement, IBM acquired all issued and outstanding common shares of Confluent for US$31 per share in cash, representing an enterprise value of approximately US$11 billion.

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Mech-Mind Robotics champions eyes and brains for embodied AI industry

Mech-Mind Robotics, a leading provider of 3D vision systems and software for industrial robots, laid out its plans at Automation World (AW) 2026 to become a global leader in embodied AI. It provides innovative solutions that empower robots with “eyes” and “brains.” Through combining advanced 3D cameras with powerful software for perception, path planning, and deep learning, Mech-Mind enables flexible automation and unlocks the full potential of robotics across diverse industries globally.

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Hon Precision raises AI chip test capacity plan by 40% amid surging demand

Driven by rapid growth in AI and high-performance computing (HPC) markets, semiconductor IC test equipment leader Hon Precision has upgraded its production expansion plan for 2026 from an annual increase of 30% to over 40%. The company also revealed that AI chip-related orders have far exceeded current capacity, signaling a new wave of global demand for AI chip testing.

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