Neocloud Enters Its Consolidation Era: What’s Driving It and What It Means for AI Buyers

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Over the last two years, a new class of GPU-first Neocloud providers such as CoreWeave, Lambda, Voltage Park, Crusoe, and others has moved from niche to necessary. They stand out for their cutting-edge accelerators, near bare-metal performance, faster time to capacity, and flexible terms for AI workloads including shorter commitments, lower egress fees, and container-native […]

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Why ARM May Struggle to Dominate AI Servers and How the Intel + NVIDIA NVLink Deal Reinforces x86

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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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Open Ethernet vs. InfiniBand for AI Fabrics: What’s Different, Why Ethernet Is Surging, and Where Both Still Hurt

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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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Nutanix: A Rising Star in the New AI Infrastructure Landscape

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As the enterprise infrastructure landscape shifts rapidly to support the demands of AI, Nutanix is emerging as a strong contender in the race to power next-generation workloads. With roots in hyper-converged infrastructure (HCI) and a fast-evolving platform strategy, Nutanix is increasingly being recognized not just as an infrastructure alternative, but as an AI enabler. From […]

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