News Bytes 20260728: US AI Action Plan; STMicro Sensors Acquisition; NVIDIA H20, TSMC and Shifting GPU Export Policy

Good July day to all! The HPC-AI sector rolled forward over the past week generating its usual harvest of news, here’s a fast (6:33) review of recent developments, including: the White House’s US AI Action Plan, STMicro acquires NXP MEMS sensors, NVIDIA H20, TSMC packaging capacity and changing U.S. GPU export restrictions

From Challenges to Opportunities: The AI Data Revolution

Data management stakeholders are recognizing the urgent need for a paradigm shift in data tooling and strategy. The traditional approach of centralizing all data in one location is no longer sufficient. Instead, teams are discovering that integrating the right AI solutions into their workflows creates a powerful synergy: AI streamlines data management, and in turn, well-managed data drives measurable business success with AI.

From Reactive to Proactive: The Rise of Agentic AI

Exxact NVIDIA GPU Solutions, powered by NVIDIA® AI, deliver the infrastructure needed to build and run Agentic AI. Leveraging NVIDIA’s leading AI Enterprise software and accelerated computing, businesses can deploy sophisticated AI agents that autonomously analyze data, devise strategies, and complete tasks.

C-Gen.AI Announces AI Infrastructure Platform

Today, C‑Gen.AI came out of stealth mode to introduce an infrastructure platform engineered that the company said addresses a problem undermining AI’s potential: the inefficiency and rigidity of current AI infrastructure stacks. “Priced out by spiraling cloud costs, plagued by low GPU utilization, and hamstrung by vendor lock‑in, AI teams have been limited by inefficient […]

It’s Official: CoreWeave Acquires Core Scientific for $9B

It’s official: After weeks of speculation and media discussion, CoreWeave (NASDAQ: CRWV), the AI hyperscale, and Core Scientific (NASDAQ: CORZ), a data center infrastructure provider, today announced they have signed a definitive agreement under which CoreWeave will acquire Core Scientific in an all-stock transaction valued at $9 billion.

Re-Engineering Ethernet for AI Fabric

[SPONSORED GUEST ARTICLE]   For years, InfiniBand has been the go-to networking technology for high-performance computing (HPC) and AI workloads due to its low latency and lossless transport. But as AI clusters grow to thousands of GPUs and demand open, scalable infrastructure, the industry is shifting. Leading AI infrastructure providers are increasingly moving ….

From Challenges to Opportunities: The AI-Data Revolution

Today’s fast-evolving digital landscape, especially with the explosive growth of AI, has rapidly added to the complexity of data management. This growing dependence on AI has not only added to complexity, but also transformed strategic data management from a competitive advantage into a business imperative.

Re-Engineering Ethernet for AI Fabric

Ethernet wasn’t built with AI in mind. While cost-effective and ubiquitous, its best-effort, packet-based nature creates challenges in AI clusters… But fabric-scheduled Ethernet transforms Ethernet into a predictable, lossless, scalable fabric – ideal for AI. It uses cell spraying and virtual output queuing ….

Report Released on Enterprise AI Trust: 42% Don’t Trust Outputs

“…. the report finds that while 58% of organizations have implemented or optimized data observability programs – systems that monitor detect, and resolve data quality and pipeline issues in real-time – 42% still say they do not trust the outputs ….”

OpenAI Wins $200M Contract Targeting Defense Department Efficiency

OpenAI announced it has won a $200 million, one-year pilot project contract with the U.S. Department of Defense to help DOD “identify and prototype how frontier AI can transform its administrative operations, from improving how service members and their families get health care, to streamlining how they look at program and acquisition data, to supporting […]