From circularity to U.S. assembly, Giga Computing lays out a rack-scale roadmap tuned for the next phase of AI—where inference drives scale and regional supply chains become a competitive edge.

In Part 2 of Matty Bakkeren’s 2026 predictions series, he explores how regulation, sovereignty, and public trust will push data centers to behave more like utilities than tech projects.

Marvell is inking a deal for optical interconnect startup Celestial AI in a massive bet that the industry has shifted from being compute-constrained to bandwidth-constrained.