Key facts
- NTT is launching a $500 million fund for AI infrastructure.
- NTT's fund will focus on photonics-based optical networks.
- The initiative aims to address network bottlenecks for AI workloads.
- NTT's plan seeks to reduce energy consumption in AI operations.
- Hewlett Packard Enterprise (HPE) has launched new AI data center networking gear.
- HPE's new gear incorporates products from its Juniper Networks acquisition.
- Kioxia Holdings is maintaining a measured approach to capital expenditures.
- Kioxia is balancing AI memory demand with concerns about potential overcapacity.
NTT is making a significant push into AI infrastructure leadership by establishing a $500 million fund dedicated to investments in this sector. The company's strategy centers on photonics-based optical networks, which are intended to address the increasing demands placed on networks by artificial intelligence workloads. This initiative aims to alleviate current network bottlenecks and simultaneously reduce the energy consumption associated with AI operations.