US outlines 874 million dollars for AI infrastructure research
The Commerce Department signed letters of intent with seven companies for co-packaged optics, 3D memory, advanced packaging, thermodynamic sampling and supply-chain verification. Proposed support includes up to $300M for GlobalFoundries and $245M for Kepler.
Why it matters: Scaling AI depends on memory bandwidth, interconnects, packaging and energy efficiency, so public investment is moving beyond accelerators into the complete compute system.