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Latest Insights
Hyperscaler capex reaches $1 trillion in 2027, and the backlog is still piling up. Increasing GPU utilization up to a uniform 65%–85% target will completely clear data center backlog
Technology
Run the model in one scale-up domain across a hyperscale build, with no upper limit on the number of racks.
•No rack boundary
•Continuous high-bandwidth fabric.
•Deterministic low latency
•Native fault tolerance for AI training and inference.
•Dynamic load balancing for AI data center
•Turning Optical Economics Around
Clear the backlog by increasing the efficiency of the fleet you already own
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