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 performance, the limiting factor moved to the network that coordinates them — and today the network,...
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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...
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
