Hedgehog AI Network delivers $50K minimum ROI per GPU

Hedgehog AI Network delivers $50K minimum ROI per GPU

In my “AI Needs a New Network” post last week, I noted that NVIDIA reported $13billion in networking ARR on $18.4 billion of annual data center revenue.  This week, we are diving a little deeper on the unit economics of GPUs, the Hedgehog AI Network, and LLMs offered...

AI Needs a New Network

AI Needs a New Network

Most investors associate NVIDIA with GPUs and recognize GPUs as the key ingredient for AI cloud infrastructure.  But that’s only part of the AI infrastructure picture. Investors need to also understand the role of networking for AI.  Smart investors should pay...

Migración de Cumulus a SONiC para ASIC de Broadcom

Migración de Cumulus a SONiC para ASIC de Broadcom

Como mucha gente ya sabe, Cumulus Networks fue adquirida por Nvidia/Mellanox en 2020, lo que fue muy emocionante para algunos, pero algo problemático para los clientes que tenían Broadcom. ASIC-...basados en interruptores. Seamos claros: Nvidia fabrica algunos de los...

Cómo seleccionar un proveedor de asistencia SONiC Enterprise

Cómo seleccionar un proveedor de asistencia SONiC Enterprise

As hardcore IT engineers, we all love Open Source software.  But as network engineers and architects, we’ve previously had few opportunities to use open source in the network infrastructure itself, historically the network devices used proprietary Network Operating...