Nvidia’s AI networking moat is real – but the lock-in debate continues

Gilad Shainer explains why agentic inference turns the network into part of the computer. We believe Nvidia is materially ...

Special Breaking Analysis: Nvidia’s AI networking moat is real – but the lock-in debate continues

Question Our assessment; Is Nvidia technically ahead in AI networking? We believe it is materially ahead and stands alone at ...
diginomica

How OpenUSD is smoothing the sim-to-reality gap for physical AI

Booz Allen CTO Bill Vass explains why the firm recently joined the Alliance for OpenUSD and its plans for a 3D repository. An ...

How hard is it to build orbital data centers, actually?

This is the second of three feature articles Ars is publishing to explore the financial, technical, and competitive ...

Nvidia's latest partner wants to turn your home into a mini data center — and pay you with free electricity and internet

The system would gather unused electrical capacity on local grids.