Interconnect Is the Product: How AI Infrastructure Became a Networking Problem
AI accelerators now spend much of their time idle, waiting on the fabric. That gap is why NVLink, UALink and Ultra Ethernet are fighting for the socket.
Read →Technology
Technology analysis, industry observations, and sometimes the nitty-gritty of compute, silicon, software, space, and power. And the constraints that shape the trends.
Space Stack: The Space Power Infrastructure
Satellite power was perfected in isolation. Data centers, lunar bases, and wireless beaming are breaking that model. What to design before the window closes.
Read →