buildOne report1 publisher Arista paired its 7060EX7 switches with three Ethernet rack designs, the largest reaching 1,024 accelerators in one scale-up domain across racks. Teams on non-Nvidia chips such as Microsoft's Maia, the market Arista expects to grow, get a second scale-up fabric to evaluate.
Reality
- Evidence35
- Adoption
- Insufficient
- Hype gap+30
- Incentives70
- Confidence40
buildOne report1 publisher Atomic Machines is shipping PrimeSwitch PS-150, a 150-amp relay and the first device built by its Matter Compiler, to early-access customers for evaluation. Those units are the first outside check on its claim that software can replace device-specific tooling.
Reality
- Evidence30
- Adoption8
- Hype gap+50
- Incentives65
- Confidence40
Arista's Etherlink SU-144 links up to 144 accelerators in one Ethernet hop and 1,024 across racks, built on the ESUN initiative. Arista says Nvidia-based racks stay on proprietary NVLink for now, so the open choice belongs to buyers of other accelerators.
Reality
- Evidence40
- Adoption8
- Hype gap+20
- Incentives65
- Confidence45
HPE has launched ProLiant Gen13 servers for AI inference on sixth-generation AMD Epyc chips, with the eight-GPU DL585a model due in early 2027. Only the single-socket DL525 is due in 2026, so a Gen13 AI plan for this year has to start with it and add GPUs later.
Reality
- Evidence45
- Adoption
- Insufficient
- Hype gap+25
- Incentives75
- Confidence65
The AGI CPU is a 136-core Neoverse part co-designed with Meta. Arm's pitch to custom-silicon customers used to be that it had nothing of its own to sell.
Reality
- Evidence40
- Adoption22
- Hype gap+32
- Incentives72
- Confidence45
buildOne report1 publisher MetaRoCE ships as a spec, a reference implementation and a compliance suite. That last item is the part vendors will feel, because it decides who gets to claim conformance.
Reality
- Evidence52
- Adoption20
- Hype gap+30
- Incentives82
- Confidence45