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Technology Stocks : ASML Holding NV

ASML 1,038

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From: BeenRetired	10/2/2025 8:08:40 AM
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AI: "Infra 2.0 to leapfrog traditional scaling limits" Infra 2.0 with a 128-chip supernode represents a radical shift from today’s AI infrastructure—less about scaling existing clusters and more about rearchitecting the entire compute paradigm for AI-native workloads. Here's how it diverges: ?? Why It Matters Training Efficiency: A 128-chip supernode can train large models faster by eliminating inter-node bottlenecks. Inference at Scale: Unified memory and low-latency interconnects enable real-time inference on massive context windows. Modularity: Supernodes can be deployed as building blocks—ideal for sovereign AI, enterprise LLMs, or edge AI factories. ?? Strategic Implications Cloud Giants (e.g., Microsoft, Google) are investing in Infra 2.0 to leapfrog traditional scaling limits. Startups are building AI-native stacks that assume supernode-style compute as the baseline. Legacy IT is increasingly obsolete for generative AI workloads—Infra 2.0 is not an upgrade, it’s a replacement. Want to riff on how this affects chip packaging, thermal design, or sovereign AI deployment? PS I thank paywall digitimes for the lead.

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