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.
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.
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.
Like most vendor event keynotes this year, Michael Dell used his Dell Technologies World 2026 keynote to argue that artificial intelligence has moved beyond experimentation and into the physical, operational core of the enterprise. His central line, “Abundant intelligence is here,” framed the transformation not as another infrastructure refresh cycle but as the start of a new operating model in which intelligence is embedded across factories, hospitals, labs and edge environments.
Nvidia Corp.‘s latest networking innovations meet the needs of a new kind of network that supports the unique demands of artificial intelligence factories. Ethernet is no longer a generic plumbing choice but an enabler of high-performance AI. With today’s unveiling of Multipath Reliable Connection, or MRC, on Spectrum-X Ethernet, Nvidia is pushing Ethernet even deeper into AI-native territory — and doing so in partnership with OpenAI Group PBC and Microsoft Corp.