AI infrastructure

Satya Nadella and Sam Altman’s Latest Conversation: $3 Trillion AI Reshaping Intelligence, Capital, and the New Future Order

AI infrastructure

Satya Nadella and Sam Altman’s Latest Conversation: $3 Trillion AI Reshaping Intelligence, Capital, and the New Future Order

Altimeter Conversation: Microsoft & OpenAI’s $3 Trillion AI Infrastructure Vision Date: Shanghai, 2025‑11‑01 10:20 Event: Brad Gerstner (Altimeter Capital) hosts Satya Nadella (Microsoft) and Sam Altman (OpenAI) for a rare, investor‑focused deep dive on AI. --- Introduction At the center of global technology, Microsoft and

By Honghao Wang
Still Adding GPUs? The Second Half of AI Application Scaling Is All About These Five New Software Infrastructures

AI infrastructure

Still Adding GPUs? The Second Half of AI Application Scaling Is All About These Five New Software Infrastructures

# AI-Native Application Infrastructure: From Cloud-Native Foundations to Intelligent Agent Ecosystems Over the past decade, we have built the **cornerstone of Application Infrastructure** in the cloud-native era — middleware, databases, containers — and, through **message queues**, **real-time computing**, and **distributed storage**, we have constructed the high-speed highways of modern **Data Infrastructure**. Now the

By Honghao Wang
Decoupling Large Language Models: The Next Evolution of AI Infrastructure

LLM inference

Decoupling Large Language Models: The Next Evolution of AI Infrastructure

# Disaggregated LLM Inference: Breaking the Bottlenecks in AI Infrastructure Artificial intelligence models are evolving **at an accelerating pace**, yet infrastructure has lagged behind. As large language models (LLMs) grow from simple chatbot tools to enterprise-scale solutions, **traditional monolithic server architectures are becoming a major bottleneck**. **Disaggregation**—splitting different stages of

By Honghao Wang