The quiet infrastructure shift powering the next generation of data centers
Updated
January 30, 2026 11:42 AM
Peripheral Component Interconnect Express (PCIe) port on a motherboard, coloured yellow. PHOTO: UNSPLASH
Modern data centers operate on a simple yet fundamental principle: computers require the ability to share data extremely quickly. As AI and cloud systems grow, servers are no longer confined to a single rack. They are spread across many racks, sometimes across entire rooms. When that happens, moving data quickly and cleanly becomes harder.
Montage Technology, a Shanghai-based semiconductor company, builds the chips and connection systems that help servers exchange data without delays. This week, the company announced a new Active Electrical Cable (AEC) solution based on PCIe 6.x and CXL 3.x — two important standards used to connect CPUs, GPUs, network cards and storage inside modern data centers.
In simple terms, Montage’s new AEC product helps different parts of a data center “talk” to each other faster and more reliably, even when those parts are physically far apart.
As data centers grow to support AI and cloud workloads, their architecture is changing. Instead of everything sitting inside one rack, systems now stretch across multiple racks and even multiple rows. This creates a new problem: the longer the distance between machines, the harder it is to keep data signals clean and fast.
This is where Active Electrical Cables come in. Unlike regular copper cables, AECs include small electronic components inside the cable itself. These components strengthen and clean up the data signal as it travels, so information can move farther without getting distorted or delayed.
Montage’s solution uses its own retimer chip based on PCIe 6.x and CXL 3.x. A “retimer” refreshes the data signal so it arrives accurately at the other end. This allows servers, GPUs, storage devices and network cards to stay tightly connected even across longer distances inside large data centers.
The company also uses high-density cable designs and built-in monitoring tools so operators can track performance and fix issues faster. That makes large data centers easier to deploy and maintain.
According to Montage, the solution has already passed interoperability tests with CPUs, xPUs, PCIe switches and network cards. It has also been jointly developed with cable manufacturers in China and validated at the system level.
What makes this development important is not just speed. It is about scale. AI models, cloud services and real-time applications demand massive amounts of data to move continuously between machines. If that movement slows down, everything else slows with it.
By improving how machines connect across racks, Montage’s AEC solution supports the kind of infrastructure that next-generation AI and cloud systems depend on.
Looking ahead, the company plans to expand its high-speed interconnect products further, including work on PCIe 7.0 and Ethernet retimer technologies.
Quietly, in the background of every AI system and cloud service, there is a network of cables and chips doing the hard work of moving data. Montage’s latest launch focuses on making that hidden layer faster, cleaner and ready for the scale that modern computing now demands.
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Humanoids are moving from research labs into real industries — and capital is finally catching up.
Updated
January 8, 2026 6:31 PM
A face of a humanoid robot, side view on black background. PHOTO: UNSPLASH
Humanoid robots are shifting from sci-fi speculation to engineering reality, and the pace of progress is prompting investors to reassess how the next decade of physical automation will unfold. ALM Ventures has launched a new US$100 million early-stage fund aimed squarely at this moment—one where advances in robot control, embodied AI and spatial intelligence are beginning to converge into something commercially meaningful.
ALM Ventures Fund I, is designed for the earliest stages of company formation, targeting seed and pre-seed teams building the foundations of humanoid deployment. It’s a concentrated fund that seeks to take early ownership in a sector that many now consider the next major technological frontier.
For Founder and General Partner Modar Alaoui, the timing is not accidental. “After years of research, humanoids are finally entering a phase where performance, reliability and cost are converging toward commercial viability”, he said. “What the category needs now is focused capital and deep technical diligence to turn prototypes into scalable, enduring companies”.
That framing captures a shift happening across robotics: the field is moving out of the lab and into early commercial readiness. Improvements in perception systems, model-based reasoning and motion control are accelerating the transition. Advances in simulation are also lowering the complexity and cost of integrating humanoid platforms into real environments. As these systems become more capable, the gap between research prototypes and market-ready products is narrowing.
ALM Ventures is positioning itself at this inflection point. Fund I’s thesis centers on the core technologies required to scale humanoids safely and economically. This includes next-generation robot platforms, spatial reasoning engines, embodied intelligence models, world-modeling systems and the infrastructure needed for early deployment. Rather than chasing every robotics trend, the fund is concentrating on the essential layers that will determine whether humanoids can work reliably outside controlled settings.
The firm isn’t starting from zero. During the fund’s formation, ALM Ventures made ten early investments that directly align with its investment focus. The portfolio includes companies building at different layers of the humanoid stack, such as Sanctuary AI, Weave Robotics, Emancro, High Torque Robotics, MicroFactory, Mbodi, Adamo, Haptica Robotics, UMA and O-ID. The list reflects a broad but intentional spread, from hardware to intelligence to manufacturing approaches, all oriented toward enabling scalable physical AI.
Beyond capital, ALM Ventures has been shaping the ecosystem through its global Humanoids Summit series in Silicon Valley, London and Tokyo. The series gives the firm early visibility into emerging technologies, pre-incorporation teams and the senior leaders steering the global robotics landscape. That vantage point has helped the firm identify where commercialization is truly taking root and where bottlenecks still exist.
The rise of humanoids is often compared to the early days of self-driving cars: a long arc of research suddenly meeting an acceleration point. What separates this moment is that advances in embodied AI and spatial intelligence are giving robots a more intuitive understanding of the physical world, making them easier to deploy, teach and scale. ALM Ventures’ Fund I is an attempt to capture that transition while shaping the companies that could define the next technological era.
With US$100 million dedicated to the earliest builders in the space, ALM Ventures is signaling its belief that humanoids are not just another robotics cycle—they may be the next major platform shift in AI.