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NeuronLink v3 and EFA v3: Scaling Trainium2 Clu...
Executive Summary Amazon is executing one of the world’s largest AI infrastructure expansions, combining Nvidia Hopper/Blackwell clusters with multi-billion-dollar deployments of custom Trainium2 systems. A 400,000-chip Trainium2 cluster for Anthropic...
NeuronLink v3 and EFA v3: Scaling Trainium2 Clu...
Executive Summary Amazon is executing one of the world’s largest AI infrastructure expansions, combining Nvidia Hopper/Blackwell clusters with multi-billion-dollar deployments of custom Trainium2 systems. A 400,000-chip Trainium2 cluster for Anthropic...

Supply Chain Pathways Used to Bypass U.S. Techn...
Why Compute Is the Chokepoint AI competitiveness is a national security issue. When expert-level systems or AGI are plausible outcomes, the only gating factor the U.S. can directly constrain is...
Supply Chain Pathways Used to Bypass U.S. Techn...
Why Compute Is the Chokepoint AI competitiveness is a national security issue. When expert-level systems or AGI are plausible outcomes, the only gating factor the U.S. can directly constrain is...

Substation Design and OCP Busbar Implementation
AI-Driven Shift to High-Density, Liquid-Cooled Facilities AI training and inference are driving unprecedented acceleration in datacenter buildouts. The next wave is defined by higher rack densities, direct-to-chip liquid cooling, and...
Substation Design and OCP Busbar Implementation
AI-Driven Shift to High-Density, Liquid-Cooled Facilities AI training and inference are driving unprecedented acceleration in datacenter buildouts. The next wave is defined by higher rack densities, direct-to-chip liquid cooling, and...

AI Neocloud Playbook and Anatomy
The rise of AI-focused “Neoclouds” has reshaped access to GPU compute for enterprises and startups alike. These providers focus on GPU rental, often at scale, but their economics and operating...
AI Neocloud Playbook and Anatomy
The rise of AI-focused “Neoclouds” has reshaped access to GPU compute for enterprises and startups alike. These providers focus on GPU rental, often at scale, but their economics and operating...

Clash of Foundries: Gate-All-Around and Backsid...
TSMC currently leads leading-edge logic, with most noteworthy designs—including Intel products—manufactured on N5/N3 in southern Taiwan. Samsung’s advanced nodes have struggled on performance/yield since 7 nm, and Intel is early...
Clash of Foundries: Gate-All-Around and Backsid...
TSMC currently leads leading-edge logic, with most noteworthy designs—including Intel products—manufactured on N5/N3 in southern Taiwan. Samsung’s advanced nodes have struggled on performance/yield since 7 nm, and Intel is early...

Multi-Datacenter Training: Architecture, Scalin...
Insatiable demand to feed scaling laws is pushing training clusters beyond single-campus limits. Frontier systems crossed 100,000 GPUs in 2024, with plans for 300,000+ GPU clusters in 2025. Construction timelines,...
Multi-Datacenter Training: Architecture, Scalin...
Insatiable demand to feed scaling laws is pushing training clusters beyond single-campus limits. Frontier systems crossed 100,000 GPUs in 2024, with plans for 300,000+ GPU clusters in 2025. Construction timelines,...