AI Startups, Sofware Stacks
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CDN Trends for 2025: The Rise of the “AI Middleware”
As legacy video revenue declines, the “Big Three” public CDNs are reinventing themselves as high-value AI Gateways. This 2025 trend report analyzes how platform consolidation and the rise of the “agentic internet” are reshaping global infrastructure.
BGP at the Edge: How FRRouting and Layer 3 Fabrics Power 100,000-GPU Clusters
The era of simple switching is over. As AI clusters explode in size, hyperscalers are pushing BGP routing directly to the server edge. Discover why FRRouting and Layer 3 fabrics are the new gold standard for massive-scale GPU interconnects.
AI Network Wars: Ultra Ethernet vs Nvidia’s Dominance
As AI clusters scale to thousands of GPUs, traditional networking fails. Discover how the Ultra Ethernet Consortium is uniting industry giants to build an open, high-performance alternative to proprietary fabrics like InfiniBand for the next generation of data centers.
The Status Report: OSS AutoML in 2025 – Which Tools Survived the Hype
The AutoML landscape has shifted. While some pioneers have faded into “zombie” states, powerhouses like AutoGluon and FLAML are redefining the field in 2025. Discover which open-source tools survived the hype and which are officially deprecated.
The Autograd Autopsy: Why Google Killed Its Most Elegant Library to Build JAX
Autograd was the indie darling of AI research—elegant, academic, and purely Pythonic. But as the world shifted to GPUs, its beauty became a bottleneck. Learn why Google performed an autopsy on Autograd to engineer the future: JAX.
The $1,000 High-End GPU in 2031
China’s “Manhattan Project” aims to upend the AI industry by 2031. Imagine a high-end GPU for just $1,000—a price point that could collapse Nvidia’s margins, trap Neoclouds in debt, and turn elite compute into a common utility.
The Memory Siege: China’s CXMT Targets the “Big 3” DRAM Hegemony
As OpenAI’s “Stargate” deal corners 40% of global memory, a “Black Swan” looms. While the Big 3 pivot to high-end AI chips, China’s CXMT is poised to flood the market with affordable DRAM, ending a decades-old monopoly.
The “Dirty DRAM Deal” – How OpenAI Just Locked Up 40% of Global RAM
In a move that’s sending shockwaves from Silicon Valley boardrooms to budget PC builders, OpenAI has reportedly executed a strategic maneuver so audacious it borders on market monopolization. Sources close to the deals suggest that Sam Altman’s AI powerhouse has
Countdown to 2028: The Year AI Feature Films Challenges Hollywood and Netflix
Hollywood’s gatekeepers are vanishing. With the “Great GPU Cascade” making compute power a commodity, 2028 marks the era of the personal blockbuster. Simply input a script, and AI generates a feature-length masterpiece, complete with consistent, photorealistic characters.
Cool Startup: Mythic AI Develops Breakthrough Analog AI Chips
While Nvidia dominates data centers, Mythic AI is winning the edge. By using analog circuits to perform math at the speed of physics, their breakthrough technology eliminates the “memory wall,” powering sophisticated AI on a fraction of the energy.
The Great GPU Cascade: Millions of Units Meet the 18-Month Cliff
As millions of high-end GPUs cross the 18-month depreciation threshold, a massive supply of “paid-off” compute is hitting the market. This shift will collapse rental prices, making world-class AI infrastructure affordable for startups and SMBs everywhere.
The Power Pivot: Why Google is Becoming an Energy Giant to Survive 2031
While the U.S. leads in gas production, systemic flaring and “sitting on laurels” create a lethal energy bottleneck. By 2030, China’s cheaper electrons could empower their domestic GPUs to undercut the West, forcing a Google vs. Exxon showdown.
The Great Decoupling: A 2031 Roadmap for the Global AI Infrastructure War
China’s 2031 roadmap, fueled by domestic EUV and “CUDA Killer” stacks, threatens Western AI dominance. Meanwhile, Google’s $4.75B leap into energy infrastructure signals a massive shift: the battle for AI will be won at the wellhead.
The Rise of China’s CUDA Killer
By 2030, China’s “Manhattan Project” is predicted to deliver domestic EUV lithography and a unified software stack. This sovereign infrastructure aims to render Nvidia’s CUDA moat irrelevant, creating a parallel AI superpower ready for massive global export.
Cool Startup: Moore Threads Powers China’s Domestic GPU Ambitions
Moore Threads is positioning itself as the cornerstone of China’s high-performance compute. With a massive 2025 IPO and the CUDA-compatible MUSA architecture, the company is bridging the gap between restricted Western silicon and China’s urgent AI ambitions.
Insights on AI Startups, Stacks, & Infrastructure.
BGP at the Edge: How FRRouting and Layer 3 Fabrics Power 100,000-GPU Clusters
The Status Report: OSS AutoML in 2025 – Which Tools Survived the Hype
The Autograd Autopsy: Why Google Killed Its Most Elegant Library to Build JAX
The Memory Siege: China’s CXMT Targets the “Big 3” DRAM Hegemony
The “Dirty DRAM Deal” – How OpenAI Just Locked Up 40% of Global RAM
Countdown to 2028: The Year AI Feature Films Challenges Hollywood and Netflix
The Great GPU Cascade: Millions of Units Meet the 18-Month Cliff
The Power Pivot: Why Google is Becoming an Energy Giant to Survive 2031
The Great Decoupling: A 2031 Roadmap for the Global AI Infrastructure War