As the multi-trillion dollar AI infrastructure investment supercycle continues, hyperscalers, neoclouds and other stakeholders are taking an all-of-the-above approach. This means GPUs, TPUs, NPUs and all other manner of rack-scale systems designed to support both training and inference need to be connected into a cohesive, manageable system. Data center networking and automation tooling make this possible.
In this episode of Signal & Noise, Nokia’s Mike Bushong, vice president of data center, looks at the macro landscape, the role Nokia plays, and more. To note, this conversation was recorded prior to Nokia’s Capital Markets Day this week; however, Nokia’s realignment to capture growth in AI space underscores the key points.