Hyperscaler Capex Wars 2026: AI Compute Reshapes Cloud Economics
The 2026 hyperscaler capex wars — Microsoft, Amazon, Google, Meta, Oracle spending breakdowns, GPU vs ASIC strategies, power constraints, and the new cloud unit economics.
NVIDIA Spectrum-X: Ethernet Fabric for 100K-GPU AI Clusters
How NVIDIA Spectrum-X re-architects Ethernet for AI training fabrics — adaptive routing, congestion control, BlueField-3 DPUs, and why it competes with InfiniBand at 100K-GPU scale.