Kelly Knight, Author at SiliconANGLE

AI

AI infrastructure systems redefine the AMD-Nvidia rivalry as inference reshapes the market

By Kelly Knight Jul 23, 2026

The race to build AI infrastructure systems has moved beyond chip specifications into a battle over entire rack-scale platforms, as inference and agentic workloads redefine what counts as a computer. That shift is forcing…

AI

AI infrastructure demand is outrunning even the boldest supply chain strategies

By Kelly Knight Jul 22, 2026

AI infrastructure buildouts are moving so fast that plans made just months ago are already obsolete, forcing hardware makers to rewrite how they design, source and ship the systems powering the next generation of…

AI

Physical AI emerges as AMD Ventures’ next major focus beyond the data center

By Kelly Knight Jul 22, 2026

Physical AI is becoming the next major inflection point in AI, as machine intelligence moves beyond cloud data centers and into robotics, industrial automation and other embedded systems that operate in the real world.…

AI

Token per watt becomes the defining metric as storage moves to AI’s critical path

By Kelly Knight Jul 9, 2026

Token per watt — not raw compute — is emerging as the defining efficiency metric for AI data centers, putting storage at the center of an infrastructure rethink that is reshaping how the industry…

AI

Fast token generation emerges as the key differentiator as heterogeneous inference takes hold

By Kelly Knight Jul 9, 2026

The race for fast token generation has moved from benchmark sheets into production data centers, and the hardware blueprint for winning it is no longer a GPU-only story. As agentic AI use cases multiply…

AI

Data sovereignty emerges as the defining moat in the agentic AI era

By Kelly Knight Jul 9, 2026

As agentic AI accelerates enterprise transformation, data sovereignty is crystallizing from a compliance checkbox into a foundational strategic imperative — one that determines not just where data lives, but who captures the economic value…

AI

Tensordyne targets AI inference market with logarithmic math and Juniper-derived rack architecture

By Kelly Knight Jul 8, 2026

The race to serve AI inference faster and cheaper is exposing the hard limits of conventional chip architecture. As demand for real-time AI responses accelerates, the industry’s standard response — stacking more high-bandwidth memory…

AI

Argentum targets the capital stack as the missing layer in AI infrastructure buildout

By Kelly Knight Jul 8, 2026

The AI infrastructure boom has trained the industry’s attention on silicon and power, but a more fundamental constraint within the capital stack is quietly throttling the speed of global data center deployment. As demand for…

AI

Solidigm targets the intelligence layer as agentic inference pushes storage to center stage

By Kelly Knight Jul 8, 2026

The shift from model training to agentic inference is forcing a fundamental rethink of how artificial intelligence infrastructure is built and which components carry the most strategic weight. What was once treated as commodity…

AI

Everpure shifts from hardware to data-centric model as governance becomes critical to AI returns

By Kelly Knight Jun 18, 2026

Enterprises racing to deploy AI are discovering that the bottleneck is not compute or models, but rather the failure to adopt a data-centric model to resolve unmanaged, ungoverned data sitting across silos that can’t…

Kelly Knight

AI infrastructure systems redefine the AMD-Nvidia rivalry as inference reshapes the market

AI infrastructure demand is outrunning even the boldest supply chain strategies

Physical AI emerges as AMD Ventures’ next major focus beyond the data center

Token per watt becomes the defining metric as storage moves to AI’s critical path

Fast token generation emerges as the key differentiator as heterogeneous inference takes hold

Data sovereignty emerges as the defining moat in the agentic AI era

Tensordyne targets AI inference market with logarithmic math and Juniper-derived rack architecture

Argentum targets the capital stack as the missing layer in AI infrastructure buildout

Solidigm targets the intelligence layer as agentic inference pushes storage to center stage

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