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As data centers are rearchitected as AI factories, the rack is replacing the server as the unit of compute — and the unit of design. This four-part executive series examines why the rack has become the primary building block of the AI factory, how compute, memory, interconnects, power, and cooling must be designed together as one system, why data movement determines how much of that compute can actually be used, and what the next generation of AI infrastructure will make possible.
Part 1: The Rack Becomes the New Unit of Compute
How the shift from building infrastructure to serving usable AI is moving the design point from the server to the rack.
Part 2: Designing AI Systems at Rack Scale (coming soon)
Why higher density, liquid cooling, and 800-volt power distribution require the rack to be architected as a single, optimized system.
Part 3: Compute Only Scales When Data Can Move (coming soon)
How bandwidth, latency, and energy per bit determine whether processors stay productive or wait for the next transfer.
Part 4: What the Next AI Stack Makes Possible (coming soon)
What 3D stacking, customized interface IP, and rack-scale co-design enable — bigger models, real-time multimodal inference, and agentic workflows at a practical cost per token.
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The Rise of AI Factories: Powering an Era of Pervasive Intelligence
