Kelly Knight
Latest from Kelly Knight
AI infrastructure systems redefine the AMD-Nvidia rivalry as inference reshapes the market
The race to build AI infrastructure systems has moved beyond chip specifications into a battle over entire rack-scale platforms, as inference and agentic workloads redefine what counts as a computer. That shift is forcing challengers, once judged purely on GPU benchmarks, to prove they can ship complete, integrated systems spanning compute, memory, networking, and software. ...
AI infrastructure demand is outrunning even the boldest supply chain strategies
AI infrastructure buildouts are moving so fast that plans made just months ago are already obsolete, forcing hardware makers to rewrite how they design, source and ship the systems powering the next generation of AI factories. The shift from single-shot retrieval-augmented generation, or RAG, toward agentic AI has reshaped what enterprises need from their compute ...
Physical AI emerges as AMD Ventures’ next major focus beyond the data center
Physical AI is becoming the next major inflection point in AI, as machine intelligence moves beyond cloud data centers and into robotics, industrial automation and other embedded systems that operate in the real world. That shift is reshaping how chipmakers think about ecosystem investment, not just product roadmaps. Advanced Micro Devices Inc. has built out ...
Token per watt becomes the defining metric as storage moves to AI’s critical path
Token per watt — not raw compute — is emerging as the defining efficiency metric for AI data centers, putting storage at the center of an infrastructure rethink that is reshaping how the industry measures performance, cost and scale. As agentic AI drives an explosion in context memory demand, the role of solid-state storage has ...
Fast token generation emerges as the key differentiator as heterogeneous inference takes hold
The race for fast token generation has moved from benchmark sheets into production data centers, and the hardware blueprint for winning it is no longer a GPU-only story. As agentic AI use cases multiply and users demand real-time interactivity, inference infrastructure is being redesigned from the rack up. The divide between compute-heavy prefill and latency-sensitive ...
Data sovereignty emerges as the defining moat in the agentic AI era
As agentic AI accelerates enterprise transformation, data sovereignty is crystallizing from a compliance checkbox into a foundational strategic imperative — one that determines not just where data lives, but who captures the economic value it generates. The debate is particularly acute in Europe, where nations are pressing to retain both data residency and the commercial ...
Tensordyne targets AI inference market with logarithmic math and Juniper-derived rack architecture
The race to serve AI inference faster and cheaper is exposing the hard limits of conventional chip architecture. As demand for real-time AI responses accelerates, the industry’s standard response — stacking more high-bandwidth memory onto power-hungry silicon — is running into a wall, and logarithmic math may be the foundational rethink that breaks through it. ...
Argentum targets the capital stack as the missing layer in AI infrastructure buildout
The AI infrastructure boom has trained the industry’s attention on silicon and power, but a more fundamental constraint within the capital stack is quietly throttling the speed of global data center deployment. As demand for AI compute continues to outpace infrastructure availability, a growing number of data center developers are stalling not because they lack megawatts ...
Solidigm targets the intelligence layer as agentic inference pushes storage to center stage
The shift from model training to agentic inference is forcing a fundamental rethink of how artificial intelligence infrastructure is built and which components carry the most strategic weight. What was once treated as commodity plumbing is now being recognized as the intelligence layer where raw data becomes actionable intelligence. The rise of sovereign AI deployments ...
Everpure shifts from hardware to data-centric model as governance becomes critical to AI returns
Enterprises racing to deploy AI are discovering that the bottleneck is not compute or models, but rather the failure to adopt a data-centric model to resolve unmanaged, ungoverned data sitting across silos that can’t be classified, accessed or trusted at production speed. That pressure is precisely what drove Everpure Inc.’s rebranding from Pure Storage and ...