AI factories enter the execution era as Cisco and Nvidia push rack-scale systems into production – SiliconANGLE AI infrastructure enters the execution era – SiliconANGLE

The artificial intelligence infrastructure market is crossing an important threshold. The conversation is shifting from acquiring graphics processing units to building complete AI factories that can generate tokens reliably, efficiently and at scale.

This is the next bottleneck. GPUs may be the engine, but an AI factory is a system. Compute, networking, storage, cooling, software and operations must work together from Day 0 through continuous production. If one component fails to perform, expensive capacity sits idle and revenue slips away.

In a series of exclusive interviews on theCUBE, I spoke with Cisco’s Will Eatherton, senior vice president and head of networking engineering, and Nvidia Corp. Senior Vice President of Networking Gilad Shainer, and Marc Hamilton, vice president of solutions architecture and engineering, about how the companies are tackling that execution challenge as neoclouds, sovereign AI programs and enterprises move infrastructure into production. We…