Tag: Infra

Five thoughts from Lisa Su’s keynote at AMD Advancing AI

Advanced Micro Devices Inc.’s Advancing AI 2026 keynote this week was Chief Executive Lisa Su’s bid to redefine the company from a “graphics processing unit alternative” to a full-stack artificial intelligence infrastructure vendor and to make this the year the central processing unit officially rebounds as a first-class AI platform. The message from Su was ambitious and often compelling, but it also sharpened the competitive contrast with Nvidia Corp. and Intel Corp., raising as many questions as it answered.

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Five thoughts from Lisa Su’s keynote at AMD Advancing AI

Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

On the surface, this week’s Vera Rubin launch is another major platform moment for Nvidia Corp., as the company maintains a steady drumbeat of artificial intelligence infrastructure innovation. Nvidia is positioning Vera Rubin as a full-stack system designed to improve performance per watt and reduce token costs, with production ramping across a broad global partner base, including cloud and AI infrastructure providers.

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Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

QumulusAI and the shift from GPU scarcity to GPU efficiency

Neocloud provider QumulusAI announced today that it has secured more than $124 million in customer subscriptions for three-year terms with Hyperbolic and another leading artificial intelligence inference platform. These agreements cover deployments totaling 1,280 Nvidia Corp. Blackwell GPUs, delivered via 160 Lenovo and Supermicro bare-metal servers connected with Cisco Systems Inc. Nexus networking to form high-throughput, low-latency clusters.

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QumulusAI and the shift from GPU scarcity to GPU efficiency

The AI supersystem shift: Why Arista’s 1.6T announcement is an Ethernet inflection point

The networking industry loves inflection points. Over the years, we have had many new compute models that require the network to evolve. For as long as I can remember, the holy war between InfiniBand and Ethernet was fought on a relatively simple battlefield: throughput versus ubiquity. But as artificial intelligence workloads scale from tens of thousands of processors to massive clusters approaching the million-graphics-processing-unit mark, the network is fundamentally changing. It is no longer just a standalone infrastructure layer; it has become the critical backplane of a tightly integrated AI supersystem.

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The AI supersystem shift: Why Arista’s 1.6T announcement is an Ethernet inflection point

Move fast, break nothing: How Forward Predict brings CI/CD discipline to networking

Startup Forward Inc. today rolled out Forward Predict, software that lets customers model the impact of network changes before changes go live. Rather than a routine feature update in a crowded artificial intelligence networking market, the move signals a broader shift in how networks should be designed, operated and trusted as AI becomes central to enterprise information technology.

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Move fast, break nothing: How Forward Predict brings CI/CD discipline to networking