Special Breaking Analysis: Nvidia’s AI networking moat is real – but the lock-in debate continues

In a special editorial discussion hosted by Dave Vellante and Bob Laliberte, Nvidia Corp. networking chief Gilad Shainer explains why agentic inference turns the network into part of the computer. We believe Nvidia is materially ahead of the field, but in this Special Breaking Analysis we evaluate Nvidia’s claims of openness, which must be analyzed […] The post Special Breaking Analysis: Nvidia’s AI networking moat is real – but the lock-in debate continues appeared first on SiliconANGLE .