2 min read
Marc Austin: Jun 22, 2026 1:50:03 PM
The last couple of weeks have been filled with news of big-ticket AI acquisitions. It was against this background that I spoke with Ashmeet Sidana, Chief Engineer at Engineering Capital, a longtime infrastructure investor, former VMware executive,...
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Marc Austin: Jun 17, 2026 3:30:59 PM
When the Open Compute Project Foundation (OCP) gathered for its Global Summit last year, more than 11,000 people showed up, putting a once-niche...
8 min read
Marc Austin: Jun 9, 2026 5:34:26 PM
The Moment the Industry Noticed the Network At Computex 2026 in Taipei, the AI infrastructure industry got its first look at disaggregated inference...
8 min read
Marc Austin: May 21, 2026 5:58:49 PM
Hedgehog AI Network Planner: Part 7
9 min read
Marc Austin: May 21, 2026 5:41:49 PM
Hedgehog AI Network Planner: Part 8
9 min read
Marc Austin: May 21, 2026 3:45:36 PM
Hedgehog AI Network Planner: Part 6
10 min read
Marc Austin: May 21, 2026 3:45:09 PM
Hedgehog AI Network Planner: Part 5
13 min read
Marc Austin: May 20, 2026 7:38:40 PM
Hedgehog AI Network Planner: Part 3
14 min read
Marc Austin: May 20, 2026 5:23:34 PM
Hedgehog AI Network Planner: Part 4
24 min read
Marc Austin: May 20, 2026 2:46:53 PM
Hedgehog AI Network Planner: Part 2 When teams build AI clusters, the budget conversation almost always starts and ends with GPUs. That is rational....
