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AI infrastructure is moving from chip performance to system-level competition.
The real competition is shifting from single-chip speed to rack, network, memory, power, packaging, protocol, software stack, and deployment economics.
The next infrastructure boundary will be decided by the coupled system: accelerator, NIC, switch, protocol, memory locality, runtime, and operations.
MRC-style thinking pushes transport intelligence closer to the endpoint.
2 sources 2 sources Keep tracking and connect to a future Thinking draft.Protocol and topology choices increasingly shape training and inference economics.
2 sources 2 sources Keep tracking and connect to a future Thinking draft.Topology research shows that AI clusters may need search-shaped fabrics, not only symmetric scale-out.
Research Research Networking and interconnect protocols are now part of the AI infrastructure thesis, not a separate plumbing layer.AI cluster transport is being rethought around endpoint intelligence, chip design, and operational control.
Technology Technology Networking and interconnect protocols are now part of the AI infrastructure thesis, not a separate plumbing layer.