Show notes
Today, we’re turning to the networking side of AI - the part that keeps all those GPUs talking to each other. Nexthop AI recently came out of stealth with $110 million in funding at a $500 million valuation. The company rethinking how massive AI clusters are connected - not just building faster switches, but co-developing custom network hardware and software with hyperscalers. We’ll look at how Nexthop’s approach could reshape the AI infrastructure stack and why investors are betting big on it.
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