The big question in AI infrastructure Every year, new GPUs and super chips dominate headlines. But behind every GPU cluster sits a crucial decision: which CPU architecture should host it, ARM or x86? ARM has surged in visibility thanks to NVIDIA Grace, AWS Graviton, and AmpereOne. But despite rapid growth, ARM still isn’t the dominant […]

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AI clusters live or die by their network. When you stitch together thousands of GPUs, the fabric becomes a first-class accelerator: it must deliver brutal bandwidth, ultra-low tail latency, clean congestion control, and predictable job completion times. For years, InfiniBand (IB) owned that story. Today, “Open Ethernet” fabrics—multi-vendor Ethernet with open software (e.g., SONiC) and […]

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The AI landscape has been dominated by Large Language Models (LLMs)—massive neural networks trained on trillions of tokens, spanning hundreds of billions of parameters. These models, such as GPT-4 or Claude, have shown remarkable general-purpose intelligence, but they come with steep costs: enormous compute requirements, GPU dependency, and operational overheads that make them inaccessible for […]

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The AI revolution has long been powered by GPUs, especially Nvidia’s. But that era is evolving. On September 5, 2025, Broadcom confirmed a $10 billion deal to develop custom AI chips for OpenAI—chips designed specifically for AI workloads and expected to roll out in 2026. This marks a pivotal shift toward ASICs (Application-Specific Integrated Circuits). […]

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