Featured Insights
Strategic perspectives from Nick Hume's 20+ years of experience in technology leadership

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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Fresh perspectives on technology leadership and organizational transformation

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

The AI Infrastructure Deep Dive: Q&A Session with the Value3 Community
The artificial intelligence revolution is fundamentally transforming the infrastructure that powers our digital economy. In this exclusive Q&A session with Mark from Value3, our U.S. Tech Lead Nick Hume explores what's really driving the AI boom—from infrastructure challenges to strategic opportunit
