
In this report you will dive into the changing world of AI networking infrastructure, including:
- Neoclouds—clouds purpose-built for AI—are grabbing headlines in the datacenter industry.
- Alternative clouds have a promising niche in enterprise AI. These clouds, which tout lower prices than the likes of AWS, provide both GPU clusters and enterprise cloud computing services.
- The need for power is driving AI cloud expansion. The heated competition to build more AI capacity is primarily a race to lock down power guarantees.
- This new market is driving the evolution of a new infrastructure stack with needs in networking, storage, and security. Each layer of the infrastructure has new demands to support the scale and complexity of hosting AI clouds.
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