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AI Infrastructure

AI infrastructure: GPU clusters, AI data centers, accelerators, AI capex, and the buildout of AI-ready networks.

The Hidden Economics of AI Infrastructure: Why Network Disaggregation Matters More Than Ever

IntroductionThe AI expansion phase is in full swing, with companies pouring hundreds of billions into GPU clusters. While the spotlight stays on compute, many business models are forming in the network layer from fully integrated and pre-validated designs, to best-of-breed DIY, to everything in between. As AI models explode in… Read More »The Hidden Economics of AI Infrastructure: Why Network Disaggregation Matters More Than Ever

Taiwan Trade Deal Featuring More TSMC Chip Plants in the US is a Big Deal

New FABs Were Needed to Keep Pace with the AI Boom TSMC’s Arizona expansion is gaining momentum, with recent reports indicating a significant ramp-up tied to evolving U.S.-Taiwan trade discussions. The chip giant has already brought its first fab online in late 2024, with a second facility accelerated for 3nm… Read More »Taiwan Trade Deal Featuring More TSMC Chip Plants in the US is a Big Deal

AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers

We attended the very upbeat AMD Advancing AI 2025 Keynote with its CEO, Lisa Su.  Guests included hardware partners such as xAI, Meta, Oracle, HUMAIN, Microsoft, and OpenAI.  The company announced that its MI355-series GPU ships commercially in 3Q25 and previewed its MI4xx-series, which it expects to ship in 2026. … Read More »AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers

NVIDIA Announces “Security for AI” DOCA Argus Framework at RSA Conference

NVIDIA Announces “Security for AI” DOCA Argus Framework at RSA Conference NVIDIA announced a new software framework that intends to provide a real-time security function for AI Infrastructure, which can be called “Security for AI.”  The AI giant is using its BlueField Data Processing Unit (DPU) to read memory in… Read More »NVIDIA Announces “Security for AI” DOCA Argus Framework at RSA Conference