أمازون، جوجل، اوبن ايه اي : الهروب الكبير من إنفيديا!
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This episode covers AI Datacenter News from a Network & Infrastructure perspective. We break down why power delivery and interconnect are becoming the dominant constraints, and how hyperscalers are increasingly pursuing Non‑NVIDIA approaches (e.g., Trainium and TPU) to reduce dependency and improve efficiency at scale.
Topics include the “AI Factories” concept (datacenters producing tokens, not just storing data), the reality of gigawatt-scale training, distributed datacenter ambitions and distance/latency tradeoffs, and the growing Gulf momentum: UAE (Khazna / Stargate) and Saudi (HUMAIN + AirTrunk).
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