Hyperscalers Control 44% of Global Capacity (Heading to 61%)

AI Infrastructure Where We're Going, We NEED Roads Networking is not the supporting act in AI clusters. It is the system itself. Last week in London, I stepped out of Sainsbury’s with a couple of Jellycats for my...

AMD's challenge is architectural: their "world size" is limited to 8 GPUs per node, while Nvidia can interconnect 72. AMD's solution won't arrive until 2027, leaving Nvidia with a commanding lead for training and large-scale inference.

The Future of Tech Leadership Discover the shocking truths and emerging trends that will define technology leadership in the years ahead The landscape of technology leadership is undergoing a dramatic transformation. As...