Marc Austin

4 min read

SemiAnalysis Just Field-Tested Our Whitepaper. It Passed. Most Neoclouds Didn't.

Earlier this year Hedgehog wrote a detailed whitepaper explaining exactly why host and container-level isolation can't hold on GPU infrastructure. SemiAnalysis's latest newsletter dives deep into neocloud security, and they were not impressed. They...

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3 min read

Podcast - Why Automated Networks Still Need Human Oversight with Scott Robohn

On a recent episode of “The AI Hedge,” I sat down with Scott Robohn, consulting CTO for Carahsoft and co-founder of the Network Automation Forum, to...

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4 min read

Network Like a Hyperscaler: Optionality Is the Real Lesson for Enterprises

AI infrastructure no longer just scales by adding accelerators. It scales by how well those accelerators communicate. Once GPUs reached sufficient...

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3 min read

Podcast - Broadcom on Owning Your AI Architecture in an Open Future

Increase the utilization of an AI cluster by 15 to 20 percent, and the network has essentially paid for itself, often within a month or two. That...

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2 min read

Podcast - FarmGPU on the Ticking Clock Driving Neocloud Economics

A megawatt GPU cluster can cost roughly $1 million to set up, and every month that build runs late is about $1.4 million in lost revenue. That...

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9 min read

The Enterprise AI Journey: Five Phases from ChatGPT to Owning Your AI Factory

Every enterprise we talk to is somewhere on the same road. The faces in the boardroom change, the industry changes, the model du jour changes — but...

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2 min read

Podcast - Engineering Capital’s Ashmeet Sidana on Open Networking

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,...

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2 min read

Podcast - How Open Compute Is Shaping the Future of AI Clusters

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...

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8 min read

Disaggregated Inference - Part 1: Why the AI Network Is the Product

The Moment the Industry Noticed the Network At Computex 2026 in Taipei, the AI infrastructure industry got its first look at disaggregated inference...

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