The massive growth of generative AI has fundamentally altered data center design. As distributed model training scales to span hundreds of thousands of GPUs,...

The massive growth of generative AI has fundamentally altered data center design. As distributed model training scales to span hundreds of thousands of GPUs, the scale-out network connecting these nodes has emerged as a first-order performance bottleneck. For decades, traditional off-the-shelf Ethernet has been the undisputed king of enterprise and cloud networking. It is cheap, standardized…

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AI agents have expanded inference from single-turn interactions into multi-step workflows that reason, invoke tools, coordinate subagents, and carry growing...

AI agents have expanded inference from single-turn interactions into multi-step workflows that reason, invoke tools, coordinate subagents, and carry growing context from one turn to the next. The scale of this shift is now visible in raw consumption: across 100 trillion tokens of real-world usage, OpenRouter’s State of AI report found that average prompt tokens per request grew roughly fourfold…

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AI factories are interconnected systems where fleet economics depend on how efficiently the entire stack converts power and capital into completed agent tasks....

AI factories are interconnected systems where fleet economics depend on how efficiently the entire stack converts power and capital into completed agent tasks. While GPUs run the models, CPUs handle orchestration, tool execution, and sandboxed computation. Unlike conventional computing with stable runtime profiles, agentic workloads are unpredictable and highly variable. Based on telemetry from…

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