Ports, Boxes & Drives: AI Infrastructure Wars Continued: BI Replay

AI infrastructure is evolving rapidly as hyperscale cloud providers aim to build alternatives to Nvidia’s tightly bundled approach to AI led by its GPU and InfiniBand technology. A new ecosystem of networking gear, interconnects and optics is being developed based on the Ethernet protocol to rapidly meet the cloud’s growing needs, which could lead to shifts in AI infrastructure vendor landscape. Join Bloomberg Intelligence Analysts, Woo Jin Ho and Kunjan Sobhani, hosts 650 Group Founder Alan Weckel to discuss the latest technology developments and updated market views following Nvdia’s GTC and the Optical Fiber Conference (OFC).