Skip to content
EpisodeThursday, August 27, 2026 · 23 min
$episode№095·date2026-08-27·duration23 min·turns163

NVIDIA's NVLink Fusion Invites Custom Silicon In, Then Charges a Toll

Read the briefing
NVIDIA's NVLink Fusion Invites Custom Silicon In, Then Charges a Toll
14 sources · quality 4/5

NVIDIA's NVLink Fusion looks like an open door for custom AI silicon, but every qualifying rack still needs an NVIDIA part inside it. We also cover NetBox and Nautobot turning into AI query layers, a real emergency power auction at PJM, and a five-bug detective story in a networking lab tool.

0:00/0:00loading
Transcript
163 turns · ~18 min read
HOST A

Welcome to Amaze Networks for Thursday, August twenty-seventh. Quick note before we get into it — we didn't get a show out yesterday, a pipeline hiccup ate Wednesday's run before it published anything.

HOST B

Good, because I've been sitting on this for two days. Remember Tuesday, when we covered NVIDIA's pitch for an NVIDIA-only AI stack against Meta's open answer with MetaRoCE?

HOST A

The Scale-In and Spectrum-X story. Yeah.

Subscribe

New episodes, every weekday.

Amaze Networks drops at 4 AM CT, Monday through Friday. Spotify and Apple Podcasts submissions in progress.

RSS FeedSpotify · soonApple · soonEmail — read instead