Kelly Knight
Latest from Kelly Knight
As generative AI matures beyond its early experimentation phase, enterprises are converging on a shared architecture for grounding large language models in trustworthy data: the enterprise knowledge layer. Four years after the release of ChatGPT, most organizations have moved past haphazard experimentation …
AMD moves beyond challenger status in the race for AI platform leadership
AI hardware competition entered a sharper phase this week as Advanced Micro Devices Inc. used its flagship AI event to argue it isn’t merely chasing Nvidia Corp. — it intends to lead the market outright. The shift marks a departure from years …
AMD’s Helios strategy turns the GPU battle into a systems contest
The market for data center GPUs is evolving beyond individual chip specifications into a contest over fully integrated rack-scale systems. As AI workloads scale into the gigawatt range, buyers increasingly demand validated infrastructure that can be deployed quickly rather than components assembled …
Microsoft and AMD target silicon diversity to power Azure’s AI infrastructure buildout
Silicon diversity is emerging as the strategic hedge hyperscalers are building around as AI workloads outstrip the capacity of any single chip architecture. With demand for compute consistently outpacing supply, cloud providers are racing to build systems that can flex across GPUs, …
AI infrastructure systems redefine the AMD-Nvidia rivalry as inference reshapes the market
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 challengers, once judged purely on GPU benchmarks, to …
AI infrastructure demand is outrunning even the boldest supply chain strategies
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 factories. The shift from single-shot retrieval-augmented generation, …
Physical AI emerges as AMD Ventures’ next major focus beyond the data center
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. That shift is reshaping how chipmakers think about …
Token per watt becomes the defining metric as storage moves to AI’s critical path
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 measures performance, cost and scale. As agentic AI …
Fast token generation emerges as the key differentiator as heterogeneous inference takes hold
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 and users demand real-time interactivity, inference infrastructure is …
Data sovereignty emerges as the defining moat in the agentic AI era
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 it generates. The debate is particularly acute in …