AI infrastructure: GPU clusters, AI data centers, accelerators, AI capex, and the buildout of AI-ready networks.
CoreWeave has brought up multi-rack NVIDIA Vera Rubin NVL72 on CoreWeave Cloud, tying hundreds of Rubin GPUs into one scale-out cluster over Spectrum-X Ethernet with 1.6 Tb/s of ConnectX-9 fabric per GPU.
This morning, Arm positioned the new Mali G2-Ultra NX GPU as its first AI-native Mali graphics core, integrating dedicated neural accelerators directly into the shader pipeline rather than bolting an NPU alongside it. It arrives with a third-generation ray tracing unit and a new execution engine Arm calls the largest… Read More »Arm’s Mali G2-Ultra NX: Neural Accelerators Take Mobile Graphics AI-Native
by Chris DePuy, 650 Group / August 30, 2026 On August 11, 2026, xAI introduced Grok Bot, an early-beta product it frames as a roster of always-on AI agents that each run on a cloud computer of their own, sign into the customer’s existing tools, and carry multi-step jobs through… Read More »Grok Bot: Always-On Agent Compute and the Infrastructure It Demands
IntroductionGPU performance from 2025 through the end of the decade is growing exponentially, but the more fundamental driver of infrastructure change is what is happening to the models themselves. The shift from dense transformer architectures to Mixture of Experts designs, now dominant across frontier model development, is transforming not just… Read More »Mixture of Experts and Disaggregated Architectures Are Rewriting the Rules of Network Infrastructure
DriveNets New Funding Round Helps Meet Customers Demands for AI Fabrics Introduction DriveNets just closed a $410 million funding round at an $8 billion valuation. The company enters this new phase with cash flow-positive operations, validated AI reference designs, including one recently published with AMD, and production deployments already running… Read More »AI Networking Market Set to Surpass $200 Billion as Heterogeneous Full Stack Solutions Scale
Having just returned from MWC 26 in Barcelona, I stopped by the Arrcus booth and learned about the Arrcus Inference Network Fabric (AINF) that the company announced right before the show. The company describes AINF as the first AI Inference Network Fabric. It is positioned as a carrier-grade, 5G-ready fabric… Read More »Arrcus Highlights its AI-Focused AINF at MWC 26
Faster XPU/GPU Cycles Require a Wider Range of Networking Products at a Faster Cadence Introduction: The Surging AI Networking OpportunityThe AI data center networking market stands at an inflection point. This market is expanding toward $200B in the coming years, with Ethernet positioned to claim the largest share of this… Read More »Networking, Power Efficiency, and Flexible Architectures Drive Lower Costs In AI Data Center Networks
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
Customers Deploying Multiple Generations of GPUs Benefit from Ethernet Fabrics IntroductionThe AI data center market is at an inflection point. Hyperscalers and large enterprises are scaling massively to support AI workloads. Still, as they build towards a world of multiple GPUs/XPUs per supplier and numerous suppliers, they realize that they… Read More »Networking is the Key to Unlocking GPU/XPU Diversity
Yesterday, news came out that two Elon Musk-led companies, SpaceX and xAI were merging. We conduct research across many aspects of the now-combined company and believe the combination makes it much more likely that the xAI part will receive continued, robust funding to build numerous data centers in the future.… Read More »SpaceX Acquisition of xAI Drives AI Capex
