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Our Latest Insights
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Where We're Going, We NEED Roads
In Back to the Future, Doc Brown leans in and says, "Roads? Where we're going, we don't need roads." Great Scott! In AI infrastructure, the opposite is true. Where we're going, we absolutely need roads—and in many cases, the roads are the system. John Gage said decades ago that "the network is the computer." In the era of distributed AI workloads, that statement has moved from visionary to literal. When you deploy large GPU clusters for training or inference, performance is determine
Where We're Going, We NEED Roads
In Back to the Future, Doc Brown leans in and says, "Roads? Where we're going, we don't need roads." Great Scott! In AI infrastructure, the opposite is true. Where we're going, we absolutely need roads—and in many cases, the roads are the system. John Gage said decades ago that "the network is the computer." In the era of distributed AI workloads, that statement has moved from visionary to literal. When you deploy large GPU clusters for training or inference, performance is determine
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.
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 we navigate through an era of unprecedented digital acceleration, artificial intelligence breakthroughs, and evolving workplace dynamics, the traditional models of tech leadership are being challenged and redefined. Key Insight The most successful te