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NVIDIA's NVLink Fusion: True Innovation or Strategic Lock-in?
NVIDIA's NVLink Fusion True Innovation or Strategic Lock-in? Earlier this week at Computex, Jensen Huang introduced NVLink Fusion, positioning it as a means to "democratize scale-up" by allowing customers to mix and match compute architectures. On the surface, this suggests flexibility: integrating CPUs, GPUs, and specialized silicon, all interconnected via NVIDIA's high-performance NVLink. However, upon closer examination, this appears to be more of an illusion of choice.
From Silicon to Token
The world of large‑language‑model inference moves fast. Meta’s Llama 4 and DeepSeek's range of models turns yesterday’s “good enough” hardware into today’s bottleneck, so picking the right platform is more strategic than ever. I compared eight options that keep popping up in various engineering and sales conversations, including consumer RTX GPUs, Apple Silicon, NVIDIA’s H‑series, Groq’s purpose‑built LPU, Cerebras’ wafer‑scale engine, and turnkey DGX workstations. Each proves valuable in th
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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 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
Data Centers Out Of This World
Nick Hume interviews Philip Johnston, co-founder of Starcloud, about building large data centers in space. They explore how reduced launch costs and innovative cooling solutions make orbital compute viable, discussing current projects, space challenges, and AI's future beyond Earth.
AMD MI355X: Strong Node-Level Inference, but Not Yet Rack-Scale
AMD MI355X Analysis Strong Node-Level Inference, but Not Yet Rack-Scale 288 GB HBM3E Memory 8 TB/s Bandwidth 1.4 kW Power Draw Quick Navigation * 1. Overview * 2. Performance Analysis * 3. Memory Advantage * 4. Interconnect Bottleneck * 5. Scale-Out Gaps * 6. Future Roadmap * 7. Software Ecosystem * 8. Final Analysis 1. Overview AMD's CDNA 4-based MI350X and MI355X offer clear gains over the MI300 generation. With 288 GB of HBM3E, 8 TB/s of band
Hyperscalers Are Eating the World (and the Grid)
A recent Synergy Research Group report has revealed a striking statistic that should give every infrastructure professional pause: hyperscalers—AWS, Azure, Google, Meta, and their peers—now account for 44% of the world's total data center capacity. More importantly, this figure is projected to surge