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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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Where We're Going, We NEED Roads
AI Infrastructure Where We're Going, We NEED Roads Networking is not the supporting act in AI clusters. It is the system itself. Last week in London, I stepped out of Sainsbury’s with a couple of Jellycats for my daughter and found myself staring at a parked DeLorean. It stopped me in my tracks (though I was on an escalator). There’s something about that stainless-steel silhouette in the middle of a department store that instantly pulls you into the line from Back to t
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
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.