Field notes
in depth
Beyond 2023
Happy New Year and welcome to 2024! After what felt like the 24th month of 2023 , I enjoyed some much-needed downtime with my family, and starting the new year refreshed where I expect 2024 to be a big year across the...
Happy New Year and welcome to 2024! After what felt like the 24th month of 2023 , I enjoyed some much-needed downtime with my family, and starting the new year refreshed where I expect 2024 to be a big year across the...
Where We're Going, We NEED Roads
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...
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Yotta 2025: AI Infrastructure & Data Center Insights
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.
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The Future of Tech Leadership
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...
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