AI Infrastructure & Data Centers

WILMINGTON, Del. – November 02, 2026 -- The Chemours Company (NYSE: CC) has launched Faizeon, a five-fluid portfolio for two-phase liquid cooling in AI, high-performance computing (HPC) and high-density data centers. In independent third-party testing, a two-phase direct-to-chip system using Faizeon 200 kept a GPU up to 19 degrees Celsius cooler than a single-phase, water-based fluid, at a lower coolant flow rate.

Chemours splits the Faizeon range into four direct-to-chip fluids and one immersion fluid

The portfolio covers both two-phase direct-to-chip and two-phase immersion cooling. The fluids absorb heat by changing from liquid to vapor, which removes heat from high-power processors and servers as chip power and rack densities rise.

The range breaks down as follows:

SAN FRANCISCO – November 03, 2026 -- Akash, the decentralized compute platform, will migrate its underlying blockchain infrastructure to Solana over the next 24 months, after Governance Proposal 346 passed with 97% of token holders voting in favor.

Three Akash products will run natively on Solana

Akash Marketplace, which aggregates distributed compute supply, AkashML, its AI inference platform, and Akash Homenode, which lets users contribute compute power to the network, will be available natively on Solana. The move allows Akash to integrate existing tools from Solana's ecosystem, which spans internet capital markets, payments, AI agents and crypto applications.

Ulanqab – – November 02, 2026 -- Envision has put the world's first commercial integrated 800V DC power system into service at a large-scale AI data center, powering live computing workloads at its Galaxy campus in Ulanqab, China. The system delivers power end to end, from medium-voltage AC grid input to the server rack.

Envision's system combines solid-state transformers, batteries and AI controls

The deployment integrates solid-state transformers (SST), battery energy storage (BESS) and equipment that adjusts DC voltage for computing hardware. Envision's Dubhe Controller, supported by the Dubhe Energy Foundation Model, coordinates transformers and batteries in real time to match supply with computing demand and absorb sudden load swings.

NEW YORK – November 02, 2026 -- SharonAI Holdings Inc. (NASDAQ: SHAZ) will release its third quarter 2026 financial results after the market closes on Monday, November 16, 2026. The Australian Neocloud provider will hold a conference call and webcast at 4:30 p.m. ET the same day to discuss the figures.

Sharon AI opens U.S. and international dial-in lines for the 4:30 p.m. ET call

Investors can join the call using conference ID 479447. The U.S. dial-in is 877-545-0320, and international callers can use +1 973-528-0002. A webcast replay will be available on the company's investor relations site after the event.

ABU DHABI – November 01, 2026 -- Context Labs B.V. has secured a strategic equity investment from 22/x, the Abu Dhabi-based AI-native investment and incubation platform established by the Nowais family, and will open its regional headquarters in Abu Dhabi. The two companies also signed a long-term agreement to expand Context Labs across the Middle East and North Africa (MENA). The announcement did not specify the investment amount.

Agreement covers regional deployment of sovereign AI infrastructure

The headquarters will serve customers and partners across the GCC and wider MENA region. The agreement also provides for regional deployment of Context Labs' AI Data Infrastructure, including the AI Distillery for sovereign AI. The Distillery lets organizations run frontier and open-weight AI models inside their own data centers, on their own verified data.

SAN FRANCISCO – October 31, 2026 -- Server-class Ethernet NIC revenues more than doubled in two years, rising from less than $6 billion in 2023 to more than $13 billion in 2025, according to Crehan Research.

2025 delivers record revenue and record growth

The report says 2025 produced both the highest revenue and the fastest revenue growth the market has recorded. Seamus Crehan, president of Crehan Research, said the market has followed "nearly a vertical straight line" since the initial release of ChatGPT.

200GbE and 400GbE NIC sales more than triple in one year

Sales of 200 gigabit Ethernet (GbE) and 400GbE NICs more than tripled over the past year, as customers rapidly deployed high-speed NICs in generative AI networks. These speeds now account for more than half of total market revenues.

SAN FRANCISCO – October 31, 2026 -- Cumulative data center Ethernet switch sales will surpass $250 billion over the next five years, according to Crehan Research's latest Data Center Switch Long-Range Forecast Report. The firm attributes the figure to a steep ramp of scale-up Ethernet deployments in AI rack systems, added to existing hypergrowth in scale-out and scale-across networks.

Crehan projects 15-fold growth in total market bandwidth within five years

Scale-up will have an even larger effect on bandwidth than on revenue, according to Crehan. The report projects a 15-fold increase in total market bandwidth over the same five-year period.

Scale-up Ethernet switching bandwidth alone is forecast to grow 200-fold. Seamus Crehan, president of Crehan Research, said bandwidth demand for scale-up Ethernet in AI racks is about an order of magnitude greater than for scale-out, and that the gap is likely to widen.

San Francisco – October 31, 2026 -- Data center Ethernet switch revenues and shipments each grew 25% year-over-year in the first half of 2025, with generative AI a key growth driver, according to Crehan Research.

General data center compute networking demand was also solid. The AI build-out is changing how quickly new port speeds ramp, however.

800GbE branded switch adoption runs almost 100 times ahead of 400GbE

Deployments of 800 gigabit Ethernet (GbE) switches surged alongside generative AI growth. Adoption is proving much faster than that of 400GbE, Crehan said. In branded data center switching, the 800GbE adoption curve to date is almost one hundred times better than that of 400GbE.

Crehan Research President Seamus Crehan said generative AI has produced much steeper and faster adoption curves for new higher Ethernet speeds.

SAN FRANCISCO – October 31, 2026 -- The data center Ethernet switch market exceeded $20 billion in revenue and 100 million port shipments in 2024, a record year for both measures, according to Crehan Research.

Branded and ODM-direct segments both grow as late-year branded sales accelerate

A late-year acceleration in branded switch sales lifted the full-year total. Both branded and ODM-direct data center Ethernet switching posted annual growth.

400GbE and 800GbE reach one-third of annual revenue after 50% growth

The two speed tiers grew 50% year on year and now account for a third of total annual market revenue. Crehan Research says 400GbE adoption has been broad-based across applications and customer segments. Strong 800GbE adoption has so far been driven primarily by generative AI.

SAN FRANCISCO – October 31, 2026 -- Combined data center Ethernet switch and NIC market revenue will double within five years to surpass $50 billion, according to Crehan Research's latest Data Center Networking Long-Range Forecast Reports.

Back-end AI Ethernet networking revenue to grow eight-fold

Generative AI is expected to be a major driver of the expansion. Crehan forecasts that back-end AI Ethernet networking alone will increase eight-fold and account for over one-third of total market revenue.

One-million-plus accelerator clusters drive investment plans

Seamus Crehan, president of Crehan Research, attributed the forecast to customer plans for significant investment, with numerous AI clusters of more than one million accelerators now on the horizon. Many additional customers are deploying small-size Ethernet clusters as AI extends across business functions, he said.