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 unforgiving math sits at the center of my latest conversation on The AI Hedge with Jonmichael Hands,...
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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,...
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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...
9 min read
Manish Vachharajani: Jun 9, 2026 5:52:36 PM
For most of the last few years, when network engineers talked about RoCE, they were talking about the inside of an AI training cluster — the...
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
