4 min read
Marc Austin: Aug 31, 2026, 1:44:41 PM
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
Marc Austin: Aug 28, 2026, 3:44:33 PM
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...
3 min read
Matthew Moore: Aug 25, 2026, 8:54:43 AM
SemiAnalysis's recent analysis of Vera Rubin vs Grace Blackwell inference is, as usual, very thorough, and worth reading in full. These early results...
2 min read
Manish Vachharajani: Aug 20, 2026, 11:23:51 AM
Hedgehog 26.03 is out now (Aug 2026), moving us further down the path we're on with you: making an AI-ready network fabric that behaves like cloud...
4 min read
Marc Austin: Aug 11, 2026, 2:21:55 PM
AI infrastructure no longer just scales by adding accelerators. It scales by how well those accelerators communicate. Once GPUs reached sufficient...
3 min read
Marc Austin: Jul 28, 2026, 7:45:52 PM
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...
2 min read
Marc Austin: Jul 21, 2026, 3:57:03 PM
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...
9 min read
Marc Austin: Jun 25, 2026, 10:54:06 AM
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...
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,...
2 min read
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...
