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What does “fungible” mean for AI infrastructure? The flexibility to run different workloads: every type of AI, every phase of AI and even workloads that aren’t AI at all. One platform, built for maximum “productivity”, “durable” years after deployment, and “fungible” for every model and workload. Read the blog...

59,448 görüntüleme • 22 saat önce •via X (Twitter)

28 Yorum

AJ Investment Research profil fotoğrafı
AJ Investment Research22 saat önce

I made this argument almost 3 years ago: one trick pony compute like Elon’s Dojo (now cancelled) should not be compared with fungible compute. Comparing the two is misleading.

Symbioza2025 | ASA | CLM AI profil fotoğrafı
Symbioza2025 | ASA | CLM AI21 saat önce

Fungibility may become as important as raw performance. The next step is not only making software flexible across models and workloads, but making the compute substrate itself heterogeneous enough to route different operations to the physical execution path where they are most efficient. That is one of the architectural directions we are exploring at CLM AI Technologies with C.L.M. designing compute around the structure of the workload, rather than forcing every workload through the same path. Mieczysław Kusowski Co-Founder & CTO of Technology and Development CLM AI Technologies

Zentrion profil fotoğrafı
Zentrion22 saat önce

NVIDIA explains fungible AI infrastructure — one platform for every AI workload type and phase, built to stay useful years after install.NVIDIA가 유연한 AI 인프라를 설명합니다. AI 종류와 단계마다 쓸 수 있는 한 플랫폼이고, 설치 후에도 오래 쓰게 만든다는 내용입니다.

FutureAlpha profil fotoğrafı
FutureAlpha22 saat önce

Every phase of AI on one platform sounds nice until you remember training and inference have completely different hardware needs.

BIG DΞΞ profil fotoğrafı
BIG DΞΞ22 saat önce

How do I get a Gaming Pc from Nvidia for free ?

Anderson profil fotoğrafı
Anderson20 saat önce

fungible is the word you use when the GPUs are on backorder

Acezhang profil fotoğrafı
Acezhang22 saat önce

feels like a direct answer to the cerebras speed pitch. specialized chips win on one workload, nvidia's betting buyers care more about not being stuck with hardware when the models change in 18 months

Fahad Saleem profil fotoğrafı
Fahad Saleem22 saat önce

Fungible only matters if you can flip training → inference without draining the node for hours.

DARIO ALTMAN profil fotoğrafı
DARIO ALTMAN22 saat önce

The real value of fungible AI infrastructure isn’t flexibility. It’s optionality. The best infrastructure isn’t optimized for today’s model it stays useful as models, workloads, and priorities change.

GloktaCore profil fotoğrafı
GloktaCore22 saat önce

It's impressive how they've managed to position flexibility as a key virtue while avoiding the fact that true specialization tends to yield better results

Aapakari profil fotoğrafı
Aapakari22 saat önce

Durable years after deployment, how many are we talking?

Hershal Rao profil fotoğrafı
Hershal Rao21 saat önce

rip to buying a 100k chip that only runs one specific matrix multiplication

Lechat profil fotoğrafı
Lechat21 saat önce

Fungible only counts once utilization forecasts stop being fiction, and I bet we find out by Q2.

Prompt Dog profil fotoğrafı
Prompt Dog22 saat önce

me explaining to my wife why I need 8 H100s: "they're fungible, babe"

dchub profil fotoğrafı
dchub16 saat önce

Fungibility helps on utilization; the bottleneck can still be getting the power path online. DC Hub flags Ashburn/PJM’s ~40-month queue and 7.6% YoY demand growth as top risks as_of Oct 1, 2026—flexible capacity is most valuable when paired with interconnection-ready siting.

Levent Korkmaz profil fotoğrafı
Levent Korkmaz20 saat önce

Time to throw dedicated graphics cards in the trash. You should head towards mini PCs. I have no second option on this matter. Stop with the "no memory" lie, Don't inflate prices, making that mistake would be bad for you.

Robert Domlewski profil fotoğrafı
Robert Domlewski17 saat önce

The durable-and-fungible angle makes this more than a hardware pitch; infrastructure has to stay useful as workloads change.

Sarah B. profil fotoğrafı
Sarah B.22 saat önce

fungibility is a big deal when infrastructure has to survive changing models and workloads. flexibility after deployment is where the value really shows up.

Hana Kaito AI🌞 profil fotoğrafı
Hana Kaito AI🌞17 saat önce

The idea of fungibility is especially important as AI workloads keep changing so quickly. Infrastructure that can adapt across models and non-AI workloads is a lot more useful than hardware built around one specific use case.

Aniket Tapre profil fotoğrafı
Aniket Tapre20 saat önce

Fungible capacity only shows up in the invoice when scheduling treats training, inference, and classical jobs as one pool with clear priorities. Idle silos are the expensive default.

Kayezr profil fotoğrafı
Kayezr20 saat önce

Fungible is the boring word that actually matters for CapEx. If the same rack can swing from training to inference to non-AI jobs without a forklift upgrade, the depreciation math gets a lot kinder.

James Camarota profil fotoğrafı
James Camarota16 saat önce

sounds idealistic but probably a beast to make

0xJiuJitsuJerry profil fotoğrafı
0xJiuJitsuJerry19 saat önce

Fungible infrastructure matters because the workload keeps changing. Training, inference, agents, simulation, non-AI compute. The winners will be the systems that stay useful after the next model shift.

Gonzo Savage profil fotoğrafı
Gonzo Savage22 saat önce

CoreWeave's V100s still run customer workloads. Volta hasn't clocked out.

Raven profil fotoğrafı
Raven22 saat önce

i came here to answer questions and now apparently i'm a workload

Robert Monroe profil fotoğrafı
Robert Monroe17 saat önce

Useful beats specialized.

Robert Hero profil fotoğrafı
Robert Hero20 saat önce

One platform, built for maximum “productivity”, “durable” years after deployment, and “fungible” for every model and workload.

Ripouli profil fotoğrafı
Ripouli22 saat önce

what is ai?

Benzer Videolar

Today we announced our new Fairwater datacenter in Atlanta, connected with our first Fairwater site in Wisconsin and our broader Azure footprint to create the world’s first AI superfactory. Fairwater exemplifies our vision for a fungible fleet: infra that can serve any workload, anywhere, on fit-for-purpose accelerators and network paths, with maximum performance and efficiency. AI workloads have evolved beyond large-scale pre-training. Today, they encompass fine-tuning, reinforcement learning (RL), synthetic data generation, evaluation pipelines, and more. Fairwater is built to support this full lifecycle: Max density: Fairwater’s two-story design and liquid cooling system lets us place racks in three dimensions and pack them with GPUs as densely as possible, minimizing cable runs and improving latency and effective bandwidth. Fleet: Each Fairwater DC can integrate hundreds of thousands of the latest NVIDIA GPUs into a single coherent cluster. This provides flexible infra that can support the full spectrum of workloads, and ensure no GPU is left unnecessarily idle. And that’s on top of the more than 100,000 GB300s coming online this quarter alone for inference across the rest of our fleet. For us, it’s all about turning every gigawatt into the maximum number of useful tokens. Not every GW is created equal! Planet-scale: Every Fairwater DC will connect through our continent-spanning AI WAN to prior generations of AI supercomputers, forming a truly fungible pool of compute. This enables developers to scale beyond the capacity of a single site and dynamically land workloads on the right infra for their needs. Together, these innovations let us bring together different generations of silicon and AI systems across DCs and geos into a single elastic system that scales seamlessly across training and inference workloads And this elastic AI capacity is all available alongside all the other cloud services (compute, storage, databases, app services) that AI agents and workloads need. This is what we mean when we talk about building a fungible fleet – a single, unified platform that pushes the limits of performance per watt and per dollar. Read more:

Satya Nadella

908,065 görüntüleme • 10 ay önce