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Oxide Computer 介绍 Voxel（Virtual OXidE Labs）——一套在单机上模拟完整 Oxide 机架的软件仿真栈，集成 Propolis 虚拟化、FRR/BGP 网络、SoftNPU P4 交换机以及 SP/RoT 微控制器仿真，使产品保障团队无需特殊测试版本即可用真实控制面软件进行高保真 CI 测试。
NVIDIA is integrating Groq technology into rack-scale products to enhance agentic AI performance by splitting workloads across specialized processors, improving token generation latency and overall responsiveness.
Cerebras launches the CS-4, a rack-scale AI system with WSE-3 Turbo technology claiming up to 30x faster inference than GPUs, featuring a modular design for efficient hyperscale deployment.
AMD launches Helios, its first rack-scale AI system to rival Nvidia's offerings, with Microsoft joining as a customer. The system is set to ship later this year.
NVIDIA argues that performance per watt is the key metric for AI infrastructure efficiency, highlighting how its Blackwell and Vera Rubin platforms achieve up to 25x improvement over Hopper for MoE models.