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Nvidia just open sourced the interface GPUs use to reach storage and got Intel to help maintain software designed to take its own silicon out of the I/O path.
<p>For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve [...]
<p>Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers [...]