Nvidia’s next multibillion-dollar market: Breaking the AI factory out of the data center

Nvidia Corp.’s first AI infrastructure boom concentrated enormous amounts of compute.

The next opportunity will be distributing it through high-speed network fabrics.

Everyone knows that I love stories that connect Silicon Valley to Wall Street.

Well, two important events this week did just that, the just-concluded Hot Chips conference at Stanford University and today’s monster […]

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