Post Thumbnail

Amazon and STMicroelectronics to revolutionize data centers

STMicroelectronics (STM) has announced the development of a revolutionary photonic chip for artificial intelligence data centers, created in collaboration with Amazon Web Services (AWS). This strategic partnership marks an important milestone in the development of infrastructure for artificial intelligence systems.

Against the backdrop of massive investments by leading American technology companies planning to invest $500 billion in AI infrastructure as part of the Stargate project, demand for specialized components is growing rapidly. Besides Nvidia’s computing chips, the market is experiencing acute demand for memory, power, and communication system components.

“We have signed a cooperation agreement with AWS, which was directly involved in the development and plans to implement this technology in its infrastructure after production begins this year,” said Vincent Fraisse, General Manager of STMicro’s Radio and Communication Chips Division.

The innovative technology uses light instead of electricity to increase speed and reduce energy consumption in transceiver converters, hundreds of thousands of which are required for modern AI data centers to operate. The company also announced collaboration with a leading optical solutions manufacturer to use the new chips in the next generation of pluggable optical transceivers.

According to research company LightCounting, the market for such devices in 2024 was $7 billion, and is expected to grow to $24 billion by 2030. Key players in the transceiver market include American companies Coherent and Cisco, as well as Chinese Innolight and Accelink.

STMicroelectronics’ announcement reflects growing competition in the infrastructure solutions segment for artificial intelligence. With the rapidly growing need for AI computing power, photonic technologies are becoming a critically important element in the development of next-generation data centers.

Experts note that successful project implementation could significantly strengthen the company’s position in the fast-growing market for artificial intelligence infrastructure components.

Autor: AIvengo
For 5 years I have been working with machine learning and artificial intelligence. And this field never ceases to amaze, inspire and interest me.
Latest News
OpenAGI released the Lux model that overtakes Google and OpenAI

Startup OpenAGI released the Lux model for computer control and claims this is a breakthrough. According to benchmarks, the model overtakes analogues from Google, OpenAI and Anthropic by a whole generation. Moreover, it works faster. About 1 second per step instead of 3 seconds for competitors. And 10 times cheaper in cost per processing 1 token.

Altman declared red alert at OpenAI due to Google's successes

Sam Altman declared "red alert level" at OpenAI, and this is not just corporate drama. This is an admission that the market leader felt competitors breathing down their neck. According to an internal memo, he is mobilizing additional resources to improve ChatGPT amid growing threats from Google.

Users spend more time with Gemini than with ChatGPT

OpenAI still leads in user numbers, but people are starting to spend more time with competitors. And this creates a serious problem.

Companies are bringing back 5% of those fired due to AI implementation failure

Many companies began bringing back employees fired because of artificial intelligence. Analytics company Visier studied employment data of 2.5 million employees from 142 companies worldwide. About 5% of fired employees subsequently returned to their previous employer. This indicator remained stable for several years, but recently began to rise.

DeepSeek released 2 models with a breakthrough in agentic systems and AI

Chinese startup DeepSeek released 2 models that claim to be a breakthrough in agentic systems. And judging by the metrics, this is not just marketing.