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As AI fuels a $7 trillion-dollar infrastructure boom, Arm’s Mohamed Awad reveals how efficiency, custom silicon, and ecosystem-first design are reshaping hyperscalers and powering the gigawatt era.

Architects: here’s your field guide to Arm vs. RISC-V International in 2025. Allyson Klein unpacks architecture choices, licensing math, and software gravity—plus where each is actually winning from device to data center. The report also flags two market curveballs: CUDA on RISC-V and the Intel–NVIDIA collaboration that could reshape future head-nodes. Check it out - link in comments.

Hyperscalers have moved from “if” to “how” on direct-to-chip—and the devil is now in the details. In this Data Insights episode from #OCPSummit25 in San Jose, Allyson Klein and Solidigm’s Jeniece Wnorowski go deep with Darren Burgess of Castrol ON Liquid Cooling on dielectric additive packs, micron-scale cold-plate channels, contamination risks, and the playbooks operators need as deployments scale. The punchline: chemistry, filtration, and shared failure data will separate pilot wins from production reality—plus why OCP standardization is the industry forcing function. Check it out: Link in comments. #CastrolON #OCPSummit25 #LiquidCooling #DataCenterInnovation #ThermalManage

Design has moved up the stack: racks, pods, and facilities. With liquid-first cooling, ~800V DC distribution for denser racks, ESUN workstreams, and OCP Academy, the Open Compute Project Foundation ecosystem is standardizing how AI capacity lands—while keeping room for multiple interconnects. Check out our summary of the first two days of the OCP Global Summit: Link in comments. #OCPSummit25 #OpenCompute #AIInfrastructure

AI is rewriting data center architecture—fast. From the Open Compute Project Foundation's 2025 summit in San Jose, Dr. Kelley Mullick, Founder and CEO of AVAYLA LLC, joins host Allyson Klein and co-host Jeniece Wnorowski of Solidigm on Data Insights to unpack the shift to rack-scale design, a hybrid cooling world, and the role of open standards and partnerships in scaling AI infrastructure. 🎧 Watch the conversation → Link in comments. #OCPSummit25 #Solidigm #Avayla #DataInsights

The speed of AI is intimidating, in more ways than one, and as David Kanter of MLCommons points out, even the experts’ crystal balls are cloudy. How do you invest in infrastructure when the workloads of tomorrow are impossible to predict? Join David in conversation with Matthew Williams, Field CTO at Cornelis Networks, as they discuss how organizations can best navigate tough decisions in the AI era. https://lnkd.in/gJTTz3Qv