AMD, Nvidia, Microsoft, Broadcom, and Meta have formed an Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop a standardized optical interconnect for AI data centers, with the aspiration to build a PHY capable of handling speeds of up to 3.2 Tb/s.

At GDC 2026, Nvidia held a presentation somehow aimed at gamers and not data center clients. Still, it was sprinkled with AI pat-on-the-backs, with the company touting that its future gaming GPUs will offer 1,000,000 better path tracing performance. And the current-gen Blackwell family is apparently already 100,000x better due to dedicated Tensor and RT cores.

As global oil prices spike due to the ongoing pseudo-blockade of the Strait of Hormuz, other shortages are looming, and they could hit the chip and AI industries dramatically. Aluminum and helium for chip production have been impacted, but shortages of LNG could also cause problems for gas turbines powering many AI data centers.