New Business Models Emerge IntroductionThe data center networking landscape is more important than ever, propelled by the growth of AI and the formation of new sovereign/Neoclouds. Rack-scale is the new unit of compute, and that is driving scale-out, scale-up, and scale-across as the next areas of growth in the market.… Read More »Navigating the Explosion in Data Center Networking Demand
Why Networking Scale Matters for AI’s Next Phase Introduction:The AI infrastructure boom shows no signs of slowing. Hyperscalers, neoclouds, sovereign clouds, and enterprises are pouring hundreds of billions into GPU and XPU clusters to fuel ever-larger models. Amazon’s CAPEX guide was $200B for 2026, and a slew of fresh capital… Read More »The Widening Chasm: XPU Data Hunger Outpaces Network Infrastructure
Introduction AI Ethernet Switching provides the backbone for connecting GPUs. We discussed the different types of AI fabrics and the advantages Ethernet had in our previous blog. The fabrics are key to how Neoclouds and Sovereign Clouds build next-generation AI clusters. Idle GPUs and congestion costs are significant. This blog… Read More »AI Fabrics for Neo and Sovereign Clouds: Why Non-Blocking Design Matters
