Inquire
Book A Call

Insights & Analysis

Field notes from the
frontier.

CadenceQuarterly briefings
TopicsStrategy & infrastructure
AudienceBoards & C-suite

Editor’s picks

Featured insights.

Hand-selected

Latest

All insights.

Field-tested perspectives on technology strategy, infrastructure, and leadership — published quarterly.

The AI Revolution: Data Centers Become Intelligence Factories

The AI Revolution: Data Centers Become Intelligence Factories

none

The AI Revolution: How Data Centers Are Transforming Into Intelligence Factories

The AI Revolution: How Data Centers Are Transforming Into Intelligence Factories

In this conversation, Mark and Nick Hume discuss the current state and future of the data center industry, particularly focusing on Nvidia's advancements in GPU technology and the implications for AI and data centers. They explore the challenges posed by rapid GPU iteration, the evolution of data ce

The IPv4 Crisis That Almost Broke Our Scaling Plans

The IPv4 Crisis That Almost Broke Our Scaling Plans

During my deployment engineering days at Amazon, we were in the middle of what felt like controlled chaos. New AWS regions launching monthly, services expanding globally, data centers coming online faster than anyone thought possible.

NVIDIA's NVLink Fusion: True Innovation or Strategic Lock-in?

NVIDIA's NVLink Fusion: True Innovation or Strategic Lock-in?

NVIDIA's NVLink Fusion True Innovation or Strategic Lock-in? Earlier this week at Computex, Jensen Huang introduced NVLink Fusion, positioning it as a means to "democratize scale-up" by allowing customers to mix and...

NVIDIA's NVLink Fusion: Strategic Lock-in or True Innovation?

NVIDIA's NVLink Fusion: Strategic Lock-in or True Innovation?

none

From Silicon to Token

From Silicon to Token

The world of large‑language‑model inference moves fast. Meta’s Llama 4 and DeepSeek's range of models turns yesterday’s “good enough” hardware into today’s bottleneck, so picking the right platform is more strategic than...

GTC 2025: NVIDIA’s Big Moves and Bigger Questions

GTC 2025: NVIDIA’s Big Moves and Bigger Questions

Explore NVIDIA's GTC 2025 reveals, from Hopper racks to Silicon Photonics. What challenges and surprises await digital infrastructure's future?

GTC 2025 Preview: The Future of GPU Technology with Ben Baldieri

GTC 2025 Preview: The Future of GPU Technology with Ben Baldieri

On the eve of NVIDIA's 2025 GTC Conference, Nick Hume and Ben Baldieri dive into the evolving GPU world and its impact on digital infrastructure. They explore the challenges and opportunities in the GPU-as-a-service market, enterprise adoption trends, and the critical role of data management and com

Behind the Curtain: AWS re:Invent 2024 Highlights

Behind the Curtain: AWS re:Invent 2024 Highlights

Expanding on my post from last week, it was great to see AWS leaning back into their engineering roots at re:Invent this year. They really pulled back the curtain to show us how they’re solving problems at a scale most...

Browse

Explore by topic.

Every piece is filed under a topic — jump straight to the thread that matters to you.